CFO Thought Leader

JUNE 15, 2023

The IMA recently celebrated its 100th anniversary and aims to support and optimize the accounting profession while helping individuals achieve their career aspirations. The IMA has over 140,000 members globally and focuses on providing competency, knowledge, and skills to drive business value in the finance and accounting field.

Education 52

Education Leadership Finance Accounting 52

The Charity CFO

JANUARY 17, 2022

If you’re like most nonprofit leaders, you’re not researching nonprofit accounting basics to satisfy your curiosity. You need to get a better grasp of your organization’s finances now. with this overview of nonprofit accounting basics. . What is nonprofit accounting?

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

The Charity CFO

FEBRUARY 23, 2022

For over 20 years, nonprofits struggled to take data privacy seriously. This week on A Modern Nonprofit Podcast we discuss today’s biggest cybersecurity threat and how nonprofits can use technology without putting themselves at risk. How nonprofits can use technology to work smarter without putting themselves at greater risk.

Nonprofit 98

Nonprofit Accounting Healthcare Securities 98

The Charity CFO

JANUARY 12, 2022

Are you a nonprofit leader struggling with how prioritize revenue to avoid the trap of money becoming the mission? You need to hear what Bill Woolsey has to say about earned income. In this episode, you’ll find out: Ways for-profit companies can set up a nonprofit operation or foundation to advance their cause of choice. (4:19).

Nonprofit 52

Nonprofit Prioritization Communication Accounting 52

The Charity CFO

APRIL 15, 2022

During the “Great Recession,” nonprofits have lost their accountants and financial directors at record rates. At the same time, hundreds of nonprofits are waking up to realize that the financial structure they’ve always relied on doesn’t work as well any more. So why do accountants leave nonprofit organizations?

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

The Charity CFO

DECEMBER 22, 2021

Ever wondered why so many nonprofits are stuck in their financial struggles that they end up failing their communities? Want to make sure your nonprofit doesn’t suffer the same fate? Chyla is the Founder and CEO of CNRG Accounting Advisory. She helps nonprofits get financially established so they can achieve their goals.

Nonprofit 90

Nonprofit Budgeting Accounting Planning 90

The Charity CFO

JANUARY 19, 2022

This week on A Modern Nonprofit Podcast we’ll show you how to build the right team to scale your organization effectively. In this episode, Dirk van Reenen joins us to talk about why nonprofits need a defined business structure, the right team (not just a passionate team), and the mental shift founders must make to scale.

Nonprofit 52

Nonprofit Leadership CFO Communication 52

The Charity CFO

MARCH 16, 2022

Grant writing may be the most valuable skill in nonprofit fundraising. Many nonprofits–established as well as new ones–are intimidated by the process. But you don’t need to be. What NEW nonprofits can do prove they’re worthy of funding . For more nonprofit accounting resources check out www.thecharitycfo.com .

Nonprofit 52

Nonprofit Budgeting Accounting Investments 52

The Charity CFO

MARCH 2, 2022

I don’t know if my nonprofit’s accounting systems are bad… and I probably won’t know for sure until something bad happens.”. 99% of nonprofit founders we work with don’t have a background in finance. Key questions to ask if your books are out-of-date (5:50). A Modern Nonprofit Podcast. Is this you? “I

Nonprofit 98

Nonprofit Auditing Reconciliations Accounting 98

CFO News Room

NOVEMBER 22, 2022

Executive Summary. Welcome back to the 308th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Matthew Blocki. 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

Barry Ritholtz

AUGUST 29, 2022

Eric Balchunas is someone I’ve known from both the ETF industry and Bloomberg for, I don’t know, a decade or two, and we hang out in a lot of the same circles. There are a few people in the world who know as much about ETFs indexing, Vanguard, Jack Bogle. I have an extra special guest. Eric Balchunas, welcome to Masters in Business.

Profit and Loss 65

Profit and Loss Marketing Investments Benchmarking 65

CFO News Room

NOVEMBER 30, 2022

The key point is that understanding what constitutes tax advice versus tax planning that doesn’t go so far as to make a recommendation can help advisors more confidently engage with their clients on tax matters without violating the unique rules set in place by their compliance departments.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Barry Ritholtz

APRIL 11, 2023

Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades. I know you will also. RITHOLTZ: Right. And I said, why?

Valuation 115

Valuation Education Finance Investments 115

Barry Ritholtz

JANUARY 23, 2024

And it was that experience that convinced me that it’s really possible to do big daring hard things. You know, watching the president sort of go from a US senator who’s still paying off his law school loans to stepping into the most important job in the world was an inspiring and crazy experience.

Investments 52

Investments Manufacturing Startups Technology 52

CFO News Room

JANUARY 12, 2023

And as we know too well, there is nothing original about their demagoguery. Lots of forest sounds. * * *. But what is government itself, but the greatest of all reflections on human nature?” James Madison, Federalist 51. Pierre Bourdieu, Classification Struggles. John Kerry at the DNC convention in Boston. Ron DeSantis (R) and California Gov.

Economics 130

Economics Numbers Nonprofit Accounting 130