CFO Talks

MARCH 14, 2024

Introduction to the Evolving Role of the CFO In our previous discussion, we outlined the critical first steps a newly appointed CFO should take to establish a solid foundation within their organization. Beyond the Basics: 7 Key Focus Areas for New CFOs 1. Activities that directly impact these objectives should take precedence.

Prioritization 52

Prioritization CFO Leverage Risk Management 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. Customer Impact Guides the Digital Transformation Journey. It was invaluable.

Leadership 52

Leadership CFO Nonprofit Budgeting 52

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. Bringing in Collectiv’s team of experts allowed us to focus on what our team needed and also help us increase Power BI adoption.”.

Management Consulting 52

Management Consulting Data Analysis Healthcare Leadership 52

CFO News Room

DECEMBER 14, 2022

Updated minimum wage legislation in the New York State Senate and Assembly ( S3062D / A7503C ) would secure much-needed wage increases for almost 2.9 million workers throughout the state. A fair way of calculating the minimum wage. As shown in Table 1 , New York City’s minimum wage is $15 per hour, where it has stood since 2018. New York City.

Education 130

Education Nonprofit Economics Construction 130

PYMNTS

MAY 5, 2019

But while the MSA saw the benefits the technology could bring, it did not see a future for retail bank digital currencies, adding that “the next wave of central bank blockchain projects can make further progress by bringing technology exploration together with policy questions about the future of cross-border payments,” according to Cointelegraph.

Currencies 54

Currencies Reconciliations Healthcare Banking 54

PYMNTS

MARCH 17, 2020

And I think part of our job as responsible stewards of the healthcare industry is to help patients understand the need to have real facts and insights that can help them make better choices and navigate the complicated process that is, healthcare, even in scary times.”. The partial shutdown of the U.S.

Retail 53

Retail Healthcare Education Manufacturing 53

PYMNTS

NOVEMBER 5, 2018

31), pointed to smartwatches and enterprise healthcare as two areas of future growth. Fitbit also said it is working with federal regulators on tests of its technology for more use in healthcare — another sign that insurance firms will eventually come to rely more on the data gathered via such technology to craft policies.

Healthcare 67

Healthcare Technology Communication Planning 67

PYMNTS

AUGUST 28, 2017

As it turns out, getting the dental industry on the same page is no easy feat. New payment solutions are promising to deliver big changes to the small business community — both the brick-and-mortar and eCommerce varieties. The latest in the PaaS world. Helping dentists drill down into Big Data.

Healthcare 46

Healthcare Leverage eCommerce Securities 46

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

JANUARY 27, 2023

For this episode of our video series “ The New World of Work ”, Tyagarajan sat down with HBR editor in chief Adi Ignatius to discuss: The promise, and limits, of emerging AI technologies like ChatGPT, and how they could augment what employees do without necessarily replacing them. If you’re a subscriber, you can sign up here.

Education 100

Education Technology Leverage Communication 100

PYMNTS

NOVEMBER 5, 2018

31), pointed to smartwatches and enterprise healthcare as two areas of future growth. Fitbit also said it working with federal regulators on tests of Fitbit technology for more use in healthcare — another sign that insurance firms eventually will come to rely more on the data gathered via such technology to craft policies.

Healthcare 40

Healthcare Technology Communication Planning 40

Barry Ritholtz

NOVEMBER 22, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. The transcript from this week’s, MiB: Marcus Shaw, CEO of AltFinance , is below. His name is Marcus Shaw.

Investments 56

Investments Finance Education Leadership 56

CFO News Room

NOVEMBER 29, 2022

Executive Summary. Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Anh Tran. 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

AUGUST 9, 2019

It was a week with a fair amount of push back on the road, particularly on Amazon’s side of the ledger with choppy waters in both its delivery operations and ongoing expansion into healthcare. Though Amazon and Walmart are in a constant race for the consumer’s whole paycheck, they mostly stay within their own lanes.

eCommerce 57

eCommerce Profit and Loss Sales Healthcare 57

Barry Ritholtz

DECEMBER 19, 2023

 You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. This is not an official transcript. 00:00:07 [Barry Ritholtz] This week on the podcast I have an extra special guest.

Healthcare 60

Healthcare Investments Construction Concentration 60

Onplan

NOVEMBER 30, 2022

Our FP&A software list consists of the top 10 platforms in the space, each offering unique sets of features as well as particular advantages and drawbacks to be aware of. However, not all FP&A tools are created equal. The 10 best FP&A companies featured in this list are: OnPlan. So, what is the best FP&A software?

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

DECEMBER 26, 2018

Don’t think of them as mere podcasts — though PYMNTS certainly does a lot of podcasts, discussing with payments and commerce experts the hottest topics of the day, with each conversation not only digging into the past and present but having an outlook toward the future. No, think of them as miniature seminars. The Rise of Contextual Commerce.

B2C 62

B2C B2B Education eCommerce 62

Barry Ritholtz

SEPTEMBER 12, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ?. The transcript from this week’s, MiB: Kristen Bitterly Michell, Citi Global Wealth , is below.

Investments 113

Investments Marketing Profit and Loss Banking 113

Barry Ritholtz

JULY 18, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.  The transcript from this week’s, MiB: Tom Wagner, Knighthead Capital Management , is below. They run about $10 billion across all sorts of really fascinating investing lines. WAGNER: Exactly.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

Barry Ritholtz

FEBRUARY 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. 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. He helps to oversee $2.5

Mergers and Acquisitions (M&A) 56

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

Barry Ritholtz

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. 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. Great to be here with you.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

MARCH 26, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She, she’s so insightful and so knowledgeable and has such a wonderful perch overseeing, you know, eight and a half trillion dollars of both individual mom and pop investors, advisors.

Investments 56

Investments Marketing Concentration Economics 56

Barry Ritholtz

APRIL 2, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Healthcare minimum wage. The transcript from this week’s, MiB: Angus Deaton on America’s Wealth & Inequality , is below. What a delight. I got to spend about two hours with Sir Angus Deaton.

Healthcare 56

Healthcare Economics Math Education 56

Barry Ritholtz

APRIL 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. 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. I know you will also. It runs with Damodaran.

Valuation 113

Valuation Education Finance Investments 113

Barry Ritholtz

MAY 16, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. This is a little off of our regular format, only because Howard and I know each other for forever. The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below.

Leverage 110

Leverage Investments Valuation Finance 110

Barry Ritholtz

AUGUST 22, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.  The transcript from this week’s MiB Cass Sunstein on Decision Making , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say?

Economics 98

Economics Finance Investments Numbers 98