CFO Talks

FEBRUARY 9, 2023

I get fired up when I get to identify & solve real operational problems, through the application of methodologies centered around the end customer or within a team environment.” The CFO office requires guts, creativity and gumption – everything South Africa needs if we’re going to pull ourselves up by our bootstraps. Join today.

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CFO Thought Leader

FEBRUARY 25, 2024

Joining Intel Corp. in 1999 as a recent college graduate, David Freeman began his finance career as part of the tech giant’s plus-size finance team that supported various business groups. A big focus of ours right now is large enterprises. Joining Intel Corp. “They expected excellence,” he recalls.

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The Charity CFO

MARCH 16, 2022

Today we’re proud to announce another amazing addition to the industry’s best nonprofit accounting team! Theresa Guest is joining The Charity CFO team in the role of Accounting Manager. We couldn’t be happier to welcome Theresa to our team! Please join us in welcoming her this week!

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CFO Accounting Nonprofit Auditing 98

FISPAN

AUGUST 29, 2022

Having joined the team as a co-op in the same position, Zack works on engineering features and improvements for our backend connections to ERPs. In this month’s employee spotlight, we’re getting to know Zack Moss , Software Engineer at FISPAN.

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Generation CFO

FEBRUARY 4, 2022

Josh’s continuous improvement approach is borne out of an ongoing change management initiative he was involved in shortly after joining Citizens Advice in November 2018. . Our sprints are short, focused innovations which have helped us significantly improve how we operate in specific areas such as VAT and management accounts,” says Josh. .

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Financial Systems Finance Auditing Leadership 233

CFO Thought Leader

JANUARY 7, 2024

We have over 40 drugs in our pipeline, and we’ll be coming out with four or five new ones within the next few years. I joined Moderna because the company has a chance to truly transform healthcare, which is very exciting. When I joined, in late 2022, this was starting to wind down. We need to bring our new drugs to market.

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CFO Manufacturing Leadership Healthcare 69

Focus CFO

NOVEMBER 3, 2023

Our sherpa team of Area President Jeff Farrington and Fractional CFO Rachiel Spiewak has been lucky enough to work with Metro Signs & Lighting, one of the top providers of high-quality, custom sign and lighting solutions in Detroit and Grand Rapids. Jack Deters, Metro Signs & Lighting

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Fpanda Club

FEBRUARY 21, 2023

Hurricanes are among the most violent storms on our planet producing strong winds, heavy rains and floodings. So, when budget season alert is issued by the finance function, all other teams will probably prefer to be immediately evacuated. Coincidence? I think NOT ?. Like hurricanes budget processes can be devastating.

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The Charity CFO

MARCH 1, 2022

Nothing gives us more joy than seeing one of our own succeed! Prior to switching career paths to join The Charity CFO, Emily worked in the law field for almost 12 years. Since joining our team as an Accounting Associate, Emily has consistently shown passion and aptitude for helping our nonprofit clients with their accounting needs.

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Accounting Nonprofit CFO 105

CFO Thought Leader

MARCH 17, 2024

Alt joined the healthcare company shortly after Cardinal had welcomed a larger and more diverse board as the result of an agreement with an activist investor firm. ” –Jack Sweeney CFOTL: Tell us about Cardinal Health … what was the opportunity that you saw and how did it lead you to join the company?

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CFO Healthcare Leadership Pharmaceutical 52

Generation CFO

JANUARY 5, 2022

When I joined, we had an external accountant and several admin staff, but there was no decent reporting. After the navigation exercise and initial revamp, Aidana hired a specialist team of finance professionals and simultaneously began having conversations across the business. . It is all about the team and teamwork.” .

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FISPAN

APRIL 27, 2022

AJ joined our team a year and a half ago, bringing with him over 10 years of experience in finance and technology from a local credit union. In this month’s Employee Spotlight, we’d like you to meet FISPAN’s Manager, Infrastructure and Data Services, AJ Olpin !

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FISPAN

JUNE 15, 2022

For our June Employee Spotlight, we’d like to introduce you to FISPAN Product Manager, Joanne Tong ! Since joining the team in 2020 as a Product Business Analyst, Joanne has grown to become a Product Manager responsible for FISPAN’s ERP integration portfolio.

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CFO News Room

DECEMBER 25, 2022

Based on our combined decades of academic and applied research as well as our hands-on experience inside and advising some of the world’s most progressive companies, we’ve learned that bringing together different age cohorts fosters a shared sense of purpose in a company, as well as better business outcomes.

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Barry Ritholtz

FEBRUARY 2, 2024

This week, we speak with Tom Hancock, a partner at GMO LLC, where he is also head of the Focused Equity team. He previously served as co-head of the firm’s global equity team. Before joining GMO, he was a research scientist at Siemens and a software engineer at IBM.

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Focus CFO

DECEMBER 17, 2021

Join Our Team. Listen to Lisa King, CEO of Brownie Points, share her “life changing” experience utilizing a Fractional CFO from FocusCFO. 855-236-0600. Follow Follow Follow. About FocusCFO. Owners, Presidents, & CEO’s. Strategic Partners. The post Brownie Points Testimonial appeared first on FocusCFO.

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Accountancy Today

JULY 21, 2022

The APC Financial Solutions and Consultancy Services team offer financial planning services across the investment and protection space. The firm, led by an all-female team, belongs to a small group of Scottish firms that have earned the prestigious title of ‘Chartered Financial Planners’ from the Chartered Insurance Institute (CII). .

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Leadership Planning Numbers Securities 85

CFO Thought Leader

APRIL 5, 2024

We’ve done a lot of careful analysis to make sure that all of our resources are reinvested in our core business.” Prior to joining Sysco, Alt had held various executive positions at Sara Lee (8 years), Target (6 years), and beauty retailer Sally Beauty, where he served as president and CFO for 2 years, starting in October 2018. “My

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CFO Leadership Healthcare Finance 52

VCFO

MAY 10, 2023

As the vcfo Denver team expands to meet the needs of our valued clients, Jake Jessop has joined as a Senior People Operations / HR Consultant. His most recent position before joining vcfo was HR Manager for QRails, a FinTech startup poised for global expansion. At vcfo, our mission is always to make your company stronger.

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Construction CFO Startups Finance 52

Barry Ritholtz

JANUARY 2, 2023

Before we roll up our sleeves and start to engage in the serious business of managing risk in the capital markets, I wanted to share a story that is more in keeping with the spirits of the season. My father’s advice when I joined the team was: Find the fastest guy on the team and keep up with him.

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Nerd's Eye View

DECEMBER 11, 2023

In practice, this means that we'll be bringing back our popular IAR Ethics CE Day in 2024 (save the date for August 29th!), In 2024 we'll again feature our Marketing Summit (save the date for April 25th!) And a lot of advicers have more than 5 clients in Florida!

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Education Planning Securities Marketing 72

Future CFO

MARCH 11, 2024

Recognising the importance of supporting the family structure, organisations have supported the individuals in having their family join them on overseas postings,” she added. Whether in management advocating from the top, in middle management inspiring at the team level, or new entrants starting, encouraging diverse perspectives is key.

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Leadership Construction Education Finance 91

Focus CFO

MAY 25, 2023

We are delighted to announce that Brent Smith has joined the FocusCFO team, and is our first Houston-based team member. Ron is an experienced CFO with nearly 25 years of experience, holding extensive leadership roles, including serving on boards of private companies.

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VCFO

MARCH 6, 2024

Alan Docherty joins vcfo as a Consulting CFO, bringing with him more than 35 years of experience. His other major strength includes team building, particularly in the development of accounting and finance excellence. Prior to joining vcfo, Alan spent time with several public and private organizations in wide variety of industries.

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CFO Thought Leader

JANUARY 9, 2024

Four years ago, when Luigi Testa first joined LinkSquares as CFO, the Boston-area tech firm employed roughly 40 people. Testa: Our mission is to be the best legal tech company on the planet. This is one of our platforms, a dedicated tool that legal teams use to do really simple things. How do you manage them?

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Focus CFO

MARCH 15, 2023

We are pleased to announce that Mark Cross has joined the FocusCFO team as an Area President, bringing our Fractional CFO services to businesses in Central Virginia and Virginia Beach.

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CFO Leadership

AUGUST 12, 2021

Meet Our First 10 Ascend Honorees. The CFO Leadership Council proudly highlights our very first ten Diversity, Equity, and Inclusion Ascend Honorees! The Ascend program is an opportunity for Senior Finance Executives from underrepresented groups to join The CFO Leadership Council. Meet Our Honorees!

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Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

Barry Ritholtz

JANUARY 26, 2024

Before joining Betterment, Kirshbaum Levy was chief operating officer of Viacom Media Networks, where she oversaw global strategy, finance and operations. A list of her favorite books is here; A transcript of our conversation is available here Tuesday. All of our earlier podcasts on your favorite pod hosts can be found here.

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Investments Finance Retail Marketing 65

Accountancy Today

JULY 11, 2022

Grant Thornton UK’s corporate finance team has revealed the completion of its fourth deal in the built environment sector for this year, as it has reportedly led the strategic sale of Incentive FM Group to leading global facilities management group Atalian Servest. It is a great strategic fit for Atalian Servest.

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Focus CFO

JANUARY 13, 2022

FocusCFO was honored to be included in Small Biz Cares’, Twelve Days of Doing Good – 2021, highlighting our fundraising efforts to combat food scarcity. Not only do we support local food pantries with finacial support, many of our associates volunteer and serve on boards for those organizations. Join Our Team.

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Regent Assay

OCTOBER 27, 2022

Since forming in 2021, Bright has brought a wide range of products together, and in doing so has integrated teams from Ireland and the UK. Rob, and his current chief business development officer, Paul Oldridge, will both be joining Bright as part of the acquisition.

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The Charity CFO

JANUARY 18, 2022

Today we’re very proud to announce that Zack Meyer is joining our team in the newly-created role of Director of Quality Assurance. Zack joins us after two decades as a not-for-profit accountant in both public accounting and the nonprofit industry. Please join us in welcoming Zack Meyer to The Charity CFO!

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Focus CFO

JUNE 5, 2023

We are pleased to announce that David Benner has joined our Upstate South Carolina FocusCFO team as an Area President. David Benner helps connect businesses with the financial guidance and support they need to grow to the next level.

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Barry Ritholtz

OCTOBER 11, 2023

We will be meeting with clients and hanging with the team from our Charlotte offices. You can join me, Josh Brown, Michael Batnick and Blair duQuesnay and several of our financial advisors, including Managing Partner Kris Venne, and Ritholtz Wealth’s President, Jay Tini. and we’ll help you get scheduled.

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Accountancy Today

DECEMBER 20, 2021

Hurst has bolstered its corporate finance team with three additional staff to continue to meet demand within the sector. Max Perry has joined the firm’s corporate finance division as an associate director from the Camlee Group, an M&A advisory practice where he spent more than five years after moving from Deloitte.

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Barry Ritholtz

DECEMBER 30, 2023

 For our final show of the year, we are rebroadcasting a team favorite — our special 500th episode of Masters in Business; Enjoy! Johnson joined the firm in 1988 and held leadership roles in all its major divisions before becoming CEO in February 2020.

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Future CFO

APRIL 7, 2024

I never look back at this decision because while advisory work laid a solid foundation for me to become a competent finance leader, I enjoyed being part of a team working towards a common goal—with the ability to steer and execute—so much more. Everyone needs to be part of a solution rather than being simply informed of it.

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