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

CFO Leadership

DECEMBER 12, 2022

Drawing on client insights and perspectives, we have identified a few key moments in time. Talent: When growing your workforce, you’ll want to provide comprehensive benefits to help attract and retain the best talent. Companies are also using real-time payments, which are initiated and settled nearly instantaneously, 24x7x365.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

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

CFO News Room

NOVEMBER 22, 2022

Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 15, 2022

For the better part of a decade, the financial services industry has anticipated the coming of fee compression, mainly due to the rise of robo-advisors offering low-cost automated wealth management services. tax and estate planning) to differentiate themselves. Executive Summary. asking for 1.1% Read More +.

Math 130

Math Planning Benchmarking Technology 130

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 130

Planning Investments Accounting Math 130

PYMNTS

JULY 10, 2020

real estate industry reeling, with rising unemployment rates and a nationwide recession sending prices and home sales lower in certain markets. percent in May, for example, indicating that interest within the real estate industry is on a tentative upward swing. The pandemic has sent the U.S.

Communication 52

Communication Technology Marketing Sales 52

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families.

Education 130

Education Planning Numbers Securities 130

PYMNTS

AUGUST 19, 2020

real estate market has spent the summer booming despite an economy hit hard by the pandemic. We’re basically seeing one of the most robust housing markets that we’ve ever seen,” Uher said. “We’re We’re basically seeing one of the most robust housing markets that we’ve ever seen,” Uher said.

Sales 110

Sales Marketing 110

CFO News Room

DECEMBER 21, 2022

Monte Carlo simulations have become the dominant method for conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs. Executive Summary.

Planning 130

Planning Marketing Communication Finance 130

CFO News Room

NOVEMBER 8, 2022

Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households.

Restructuring 130

Restructuring Planning Accounting Marketing 130

PYMNTS

NOVEMBER 18, 2020

Is real-time ready for prime time? The pandemic has exposed glaring points of friction in any number of verticals – including banking, where it’s apparent that legacy systems and processes were not designed to handle real-time anything, and certainly not payments. They need to be looked at as a component of client experience.”.

Reconciliations 98

Reconciliations B2B Treasury Banking 98

CFO News Room

NOVEMBER 5, 2022

Also in industry news this week: How an SEC review of a FINRA proposal to facilitate remote work could signal its thinking on the supervision of remote work for financial advisors more broadly. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO Simplified

AUGUST 22, 2022

This strategic plan includes evaluating your client relationships: Do they fit into your business model? Banks play an important role by providing working capital, equipment financing, and real estate acquisition financing, which helps continue driving economic growth. The banking industry continues to evolve.

Banking 98

Banking Strategic Planning CFO Treasury 98

PYMNTS

JUNE 25, 2020

“That means that we’re certainly seeing homeowners, seeking other financing options , rather than just piling on a bunch of debt that they might not be able to afford because if they can’t afford the debt, they also lose the house and losing a house now, as painful as it was during the last crisis is now even more painful.

Economics 102

Economics Investments Finance Construction 102

E78 Partners

FEBRUARY 9, 2023

“We are delighted to welcome Jim Stern, Sam Cassello, Ofelia Sanchez and the entire Stern Cassello team to E78 Partners. “We are delighted to welcome Jim Stern, Sam Cassello, Ofelia Sanchez and the entire Stern Cassello team to E78 Partners. Terms of the transaction have not been disclosed.

Compliance 40

Compliance Finance Cost Management CFO 40

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

CFO News Room

FEBRUARY 2, 2022

David Conrod, what a fascinating career in the world of capital raising and private equity from Guggenheim Partners to FocusPoint Capital, he really has seen just a little bit of everything and is very, very knowledgeable about how that side of the investment world works. CONROD: And so, that’s how it started. CONROD: Barry, thank you.

Investments 100

Investments Economics Numbers Marketing 100

PYMNTS

OCTOBER 21, 2016

But how does a retailer know how many people are coming in and out of its space? Motionloft’s mission is to be a “pioneer in the physical world analytics industry,” said Chris Garrison, COO and cofounder of Motionloft. “We Then, the data transmits in real time and is aggregated to an online dashboard.

Retail 73

Retail Business Analytics Education Manufacturing 73

CFO News Room

DECEMBER 26, 2022

To help you get started, I’ve compiled an exhaustive yet actionable list of 59 ways to make $100 per day. Too many “how to make money” list are filled with bad ideas that will waste your time chasing after a couple of dollars here and there”. How do you feel about renting out your car to someone who needs a ride for a few days?

Advertising 130

Advertising Sales Accounting Budgeting 130

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) 102

Mergers and Acquisitions (M&A) Investments Leverage Numbers 102

VCFO

JANUARY 27, 2022

Since our formation in 1996, vcfo has helped our clients through a number of booms and busts (.com, com, semiconductors, Real Estate, Energy, etc.), Now, our clients are facing a new threat – inflation. We often say there is no better time to negotiate debt than when you do not need it.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

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 56

Investments Math Risk Management Benchmarking 56

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. Activists and real estate experts spoke out at meetings of the Louisiana Recovery Authority, which designed and ran the Road Home program. Maybe a listening tour? But 2022 is different.

Healthcare 130

Healthcare Economics Numbers Concentration 130

PYMNTS

DECEMBER 29, 2016

Some small, some big, many with the use of data in real time. After operating 11 brands in six countries, DeCosmo leveraged the data and analytics to launch Enova Decisions in 2015 and provide clients with custom, real-time analytics services that improve credit risk, fraud protection, operations and marketing.

Education 40

Education Credit Risk Leverage Sales 40

Barry Ritholtz

JULY 11, 2023

Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. I’ve been back and forth for a while and then we had the pandemic hit.

Mergers and Acquisitions (M&A) 84

Mergers and Acquisitions (M&A) Investments Finance Technology 84

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

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 17, 2016

In an interview with MPD’s Karen Webster, Founder and Chief Executive Officer Matt Miller stated that the focus of his company is to provide transparency to the insurance industry, among the oldest business endeavors around. million just raised adds onto the $2.2 million brought in during the first round.

Startups 40

Startups Risk Management Investments Finance 40

Michigan CFO

SEPTEMBER 12, 2022

By that definition, we are already in a recession. Given the current unusual business environment, it’s hard to say how the economists define recession who are declaring it not to be so. Plenty of economists and top business executives are sounding the alarms for a coming recession if we aren’t in one already. Credit: freepik.

Profit and Loss 40

Profit and Loss CFO Budgeting Economics 40

PYMNTS

OCTOBER 25, 2019

That news of the funding comes amid bigger, related changes in the larger travel and hospitality industry, changes sparked by digital and mobile technology, along with shifting consumer patterns. The general idea is to provide working capital and commercial real estate loans to OYO-affiliated U.S. properties. Bigger Trends.

Finance 40

Finance Startups B2B Communication 40

The Charity CFO

JANUARY 19, 2022

Do you ever think, “if we get any bigger, this organization will crush me?”. This week on A Modern Nonprofit Podcast we’ll show you how to build the right team to scale your organization effectively. How to shift your mindset from founder to collaborative business owner. (17:30). How to feel less alone in your leadership role.

Nonprofit 52

Nonprofit Leadership CFO Communication 52

Barry Ritholtz

JANUARY 16, 2024

The transcript from this week’s, MiB: Cathy Marcus, co-CEO, global COO of PGIM Real Estate , is below. Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. Starting with your undergraduate work.

Investments 102

Investments Marketing Transportation Finance 102

PYMNTS

NOVEMBER 30, 2016

That can come in the form of parking — which is really where we started — that is short-term or long-term. We have a service called “Will service” where we wait with the car — we’re distancing from the garage entirely. So, we have these parking solutions. We’re able to help their commercial suite. We use Stripe.

Communication 43

Communication Startups Transportation Leadership 43

Barry Ritholtz

MAY 9, 2023

He covers PE, infrastructure, growth, equity, credit, real estate, on and on. 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.

Investments 113

Investments Banking Advertising Finance 113

PYMNTS

MAY 31, 2017

In this week’s The Matchmaker Is In series, Karen Webster talks with Paintzen Co-Founder and COO Justin Geller about how platforms are now taking the friction out of connecting people or businesses with a need for painting with the best painter or painting company for the job. How do you decide who gets the job?

Math 40

Math Advertising Numbers Economics 40

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 108

Investments Profit and Loss Education Advertising 108