The Charity CFO

JANUARY 17, 2022

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). The basic accounting principles for nonprofit organizations are the same as accounting for for-profit companies. . Examples of nonprofit expenses: Rent. Office supplies.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

Barry Ritholtz

JANUARY 24, 2023

KLINSKY: You know, and what we were doing was basically advising Goldman clients how to take their own family businesses back off the stock market. KLINSKY: There had been stagflation, where the stock market was lower in ‘81 than it had been in 1968. And you know, incredibly depressed market, super high interest rates.

Mergers and Acquisitions (M&A) 103

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

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 13, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Profit and Loss Leadership Numbers 130

Barry Ritholtz

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. Different risk tolerance and different business plan. When you’re going to chill in the evening, I’m preparing my next business plan. They have a dumb business plan. RITHOLTZ: Right.

Economics 57

Economics Education Profit and Loss Banking 57

Barry Ritholtz

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

MARCH 27, 2023

And so that’s when I thought, you know, there might be a hole in the market. Was that where you plan to go? It can be even a change in regulation or in market, where suddenly volatility picks up and the interest of bondholders and shareholders are at odds. RITHOLTZ: Identifying an inefficiency, so to speak. MIELLE: Right.

Investments 110

Investments Restructuring Profit and Loss Finance 110