Barry Ritholtz

DECEMBER 2, 2023

American Securities focuses on partnering with the companies they purchased, retaining the management team to run the business on an ongoing basis. A list of his current reading 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.

Securities 100

Securities Benchmarking Retail Investments 100

VCFO

FEBRUARY 13, 2024

vcfo is honored to yet again be part of the nomination and sponsorship processes, which elevate our region’s incredible business leaders and their contributions. The team is looking forward to celebrating the finalists and winners of the Entrepreneur Of The Year® 2024 Award.

Planning 88

Planning Marketing Leadership 88

CFO Share

MARCH 28, 2024

However, embracing small business KPIs is not a departure from your valued team culture. Keep in mind that small business KPIs are especially susceptible to data quality issues since they lack dedicated decision support and IT teams. Let’s take a look at how each team might approach a similar situation.

Benchmarking 52

Benchmarking Numbers Retail 52

The Charity CFO

FEBRUARY 7, 2024

John and his team decided that when you split this cost over time, depending on the amount of families, it can work its favor to ~$2.00/month Not only when it comes to clean water production, but John and his team help individuals implement economic principles in their everyday lives.

Nonprofit 97

Nonprofit Problem Solving CFO Economics 97

Future CFO

APRIL 25, 2024

Joanne Rodrigues , group chief financial officer at Affin Bank , shares how the management team of Affin led a successful transformation charge for the Group over the last 3 years that spanned the period of the pandemic and is now into its second phase of transformation, call A25 with aggressive targets for 2025.

Technology 94

Technology CFO Banking Communication 94

Future CFO

MARCH 24, 2024

I begin with alignment meetings, building connections between our internal teams and external partners and stakeholders. Strategic planning takes a significant portion of my day, where we delve into overarching strategies, team organization, and directional considerations.

Strategic Planning 52

Strategic Planning CFO Finance Planning 52

Bramasol

JANUARY 15, 2024

Our team will talk about key decision points and guidelines to reduce time to value and maximize flexibility, scalability and security all in the cloud and share how SAP’s cloud architecture makes all of this possible.

SAP 96

SAP Securities 96

CFO Selections

FEBRUARY 5, 2024

Our team weighed in during a planning meeting, and their answers were too good not to share: Fundamentally, love languages are a way to discuss how people build connections , feel appreciation , and perceive their value. So, what do CFOs really want?

CFO 98

CFO Planning 98

Future CFO

MARCH 11, 2024

Whether in management advocating from the top, in middle management inspiring at the team level, or new entrants starting, encouraging diverse perspectives is key. She explained that the most effective teams have members with complementary skills. Despite initial differences, our common ground enabled open discussion.

Leadership 91

Leadership Construction Education Finance 91

Barry Ritholtz

APRIL 5, 2024

He heads Evercore ISI’s economic research team. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. and vice chairman of Evercore Inc.

Economics 65

Economics Investments 65

CFO Share

APRIL 25, 2024

Combined with an effective management team, a CFO is a critical element in turning a business around from failure to growth. Your turnaround CFO will hold 3 key roles in the process: A leader of the team An inspiration for new approaches A project manager A Team Player No one person can turn around a business.

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

Combined with an effective management team, a CFO is a critical element in turning a business around from failure to growth. Your turnaround CFO will hold 3 key roles in the process: A leader of the team An inspiration for new approaches A project manager A Team Player No one person can turn around a business.

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

Combined with an effective management team, a CFO is a critical element in turning a business around from failure to growth. Your turnaround CFO will hold 3 key roles in the process: A leader of the team An inspiration for new approaches A project manager A Team Player No one person can turn around a business.

CFO 52

CFO Forecasting Restructuring Prioritization 52

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!

Education 73

Education Planning Securities Marketing 73

CFO Selections

APRIL 15, 2024

As fractional CFOs and Controllers our team engages with organizations in either a short-term or part-time capacity. One area where we often lend our expertise is in ERP (Enterprise Resource Planning) and MRP (Material Requirements Planning) installations.

Accounting 52

Accounting CFO Finance Planning 52

Future CFO

JULY 9, 2023

Gartner says to build an AI-driven finance organisation for the future will require a combination of technical and business skills that many finance teams do not have today. That said, he is adamant that these machines will not completely replace humans in the finance teams. This is our task to do. Why is that? [AI-generation

Finance 98

Finance Leverage CFO Technology 98

Future CFO

MARCH 8, 2023

For our industry (general insurance), the rising costs of doing business impact our claims and operational costs. This involves significant changes to the way we report performance as determined by new insurance liability measurements as well as how we present and disclose in our financial statements.

CFO 98

CFO Communication Economics Finance 98

Centage

MAY 23, 2023

As we approach the halfway point of 2023, it’s a good time to take a close look at your budget and determine where you and your team are succeeding versus falling short. Keep reading to learn more about the importance of a mid-year budget review and discover our expert tips for financial success.

Budgeting 98

Budgeting Financial Planning and Analysis (FP&A) Forecasting Data Analysis 98

Cube Software

MARCH 18, 2024

Funding: Fueling our future In times of uncertainty, companies are tasked with balancing growth while maintaining efficiency, elevating the CFO’s role to strategize more than ever.

Finance 59

Finance Planning Marketing 59

CFO Share

DECEMBER 13, 2023

Grow confidently with our reliable bookkeeping team. Our outsourced bookkeeping services are your ticket to peace of mind. Our outsourced accounting service turns your frustration into confidence, your doubts into clear strategies, and your solo struggle into a team victory. Our responsiveness promise.

Auditing 52

Auditing Communication Leverage Accounting 52

CFO Thought Leader

APRIL 16, 2024

Tibrewal: At Anomali, we are revolutionizing how our customers navigate the ever-changing landscape of global cyberthreats by empowering them to elevate their security operations and fortify their cyber defense capabilities. Our customers really become more efficient as they use our platform and the AI copilot that’s now part of it.

CFO 52

CFO Auditing Prioritization Compliance 52

CFO Thought Leader

AUGUST 8, 2023

Jack Sweeney “As the CFO, you may be tempted to reduce your finance team to control costs. It’s important to have a solid team around you to execute on your goals and keep finance as a strategic entity in the business.” About 55% of our revenue comes from outside the U.S., Read More What does our software do?

CFO 98

CFO Leadership Finance Accounting 98

The Charity CFO

OCTOBER 1, 2022

The Charity CFO is proud to announce that Krysta Grangeno has joined our team in the newly created role of Chief of Staff! For over 11 years, she has worked directly with low-income families, nonprofit employees, school leaders, and communication leaders to better our systems and implement innovative programs.

CFO 98

CFO Nonprofit Communication Accounting 98

CFO Thought Leader

JANUARY 30, 2024

It’s an all-too-familiar tale among the ranks of senior finance executives: A private equity firm acquires a company, reshuffles the finance team, and reserves the top finance spot for one of its own portfolio CFOs. Our technology helps our customers to identify opportunities, as well as enables better, more efficient decision-making.

CFO 52

CFO Finance Leadership Technology 52

CFO Share

APRIL 8, 2024

If you do not have a good finance team, you are more likely to miss the early warning signs in financial statements. If you spot a warning sign, engage with your team early to discuss the issue and evaluate the risk. Our fractional CFO services provide an outside set of eyes to quickly detect business financial trouble.

Financial Analysis 102

Financial Analysis Sales Manufacturing CFO 102

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

CFO 52

CFO Finance Accounting 52

CFO Thought Leader

AUGUST 8, 2023

Jack Sweeney “As the CFO, you may be tempted to reduce your finance team to control costs. It’s important to have a solid team around you to execute on your goals and keep finance as a strategic entity in the business.” About 55% of our revenue comes from outside the U.S., Read More What does our software do?

CFO 95

CFO Leadership Finance Accounting 95

The Charity CFO

APRIL 26, 2024

Yet, it’s all too common for nonprofits to hire an accounting team with little to no experience in nonprofit accounting. You can ask your accounting team how they handle financial reports to learn if their system will work for your organization. Get in touch with us today to learn more about our services!

Nonprofit 52

Nonprofit Accounting Profit and Loss CFO 52

CFO Share

APRIL 18, 2024

Without proper business financial management, you could be leading your team into dangerous waters without even realizing the early warning signs. Not fostering a culture of financial literacy When your team understands the financial goals and the strategies to achieve them, they can better contribute to the company’s overall success.

Budgeting 82

Budgeting CFO Forecasting Investments 82

CFO News

APRIL 25, 2024

"I may have agreed that five years ago, I didn't have the experience, but after five years, three successful businesses, a company turnaround and a great team and board to support me, I will not back down," Saluja told ET in an interview. "Any Our naysayers need to understand that."

40

40

Focus CFO

JUNE 7, 2023

These hurdles become even more difficult in a less-than-optimal economic climate, intensifying the stress levels of your leadership team.

Leadership 97

Leadership Economics Planning 97

The Charity CFO

APRIL 22, 2024

Your staff should feel confident that they can rely on other team members to help one another succeed. You might rely on your administrative team to handle all of your accounting and bookkeeping work as well. You could remedy this by outsourcing bookkeeping to remove a significant stress factor from your team.

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

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). .

Leadership 85

Leadership Planning Numbers Securities 85

Future CFO

MARCH 21, 2024

The Preparation In preparation for an IPO , financial controllers must brush up on what’s involved, who the players are, and which pitfalls can derail the team, as this is not an overnight project, being immersed in processes and procedures for 18 to 24 months. How can these resources support our processes pre, during, and post-IPO?

Budgeting 52

Budgeting Forecasting Accounting Finance 52

Future CFO

FEBRUARY 11, 2024

Mandi McReynolds Challenges around ESG reporting As ESG reporting becomes more commonplace – albeit not mandatory at present – ESG teams are discovering several challenges that make reporting not as easy as first thought. It is a strong example of teams together with the right technology to support collaboration.

Net Present Value (NPV) 98

Net Present Value (NPV) CFO Compliance Economics 98

CFO Share

APRIL 1, 2024

You hang up worried, but grateful the team is taking action. No amount of sales will fix that… are you measuring the efficiency of your teams?” You’ve been so focused on pushing the sales team, that you haven’t even developed an operations KPI dashboard yet. Don’t you think our drop in revenues needs to be addressed?”

CFO 52

CFO Profit and Loss Forecasting Strategic Planning 52

CFO Thought Leader

FEBRUARY 25, 2024

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. Joining Intel Corp.

CFO 52

CFO Sales Finance Leadership 52