CFO Talks

MARCH 14, 2024

Beyond the Basics: 7 Key Focus Areas for New CFOs 1. Introduction to the Evolving Role of the CFO In our previous discussion, we outlined the critical first steps a newly appointed CFO should take to establish a solid foundation within their organization.

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Michigan CFO

NOVEMBER 15, 2021

During your time as a small business owner, you may have heard the term “virtual CFO” come up in your research or in funding rounds. There are many benefits of a virtual CFO, but for this article, we have chosen our top ten. What Does a Virtual CFO Do? Because you may need your CFO more often at certain times (e.g.,

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CFO News Room

NOVEMBER 22, 2022

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

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Barry Ritholtz

DECEMBER 20, 2022

If you’re interested in what it’s like investing in emerging market debt, how that part of the investment firm has changed over the decades as the world itself has changed. The transcript from this week’s, MiB: Robert Koenigsberger, Gramercy Funds Management , is below. I found it fascinating, and I think you will also.

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Restructuring Investments Marketing Banking 61