Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Concentration 95

Concentration Practice Management Treasury Numbers 95

Nerd's Eye View

OCTOBER 3, 2023

Welcome back to the 353rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brett Danko.

Education 96

Education Planning Leverage Technology 96

Nerd's Eye View

DECEMBER 29, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the S&P 500 index is on pace to return around 24% in 2023, defying expectations that investors had early this year for weak growth and high volatility – which underscores both the unpredictability of markets in (..)

Practice Management 89

Practice Management Planning Technology Numbers 89

Nerd's Eye View

JANUARY 20, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level. Read More.

Practice Management 79

Practice Management Leadership Cash Management Numbers 79

Nerd's Eye View

APRIL 14, 2023

The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.

Auditing 73

Auditing Practice Management Leadership Securities 73

Nerd's Eye View

SEPTEMBER 7, 2023

A recent McKinsey report surveying growth in the wealth management industry predicted that the struggles of small RIA firms would increase as larger firms continue to grow and overshadow the industry. As while a business grows, there are more employees, clients, and operational logistics that come with growth that the firm must manage.

Communication 81

Communication Leverage Planning Technology 81

Nerd's Eye View

MARCH 13, 2023

For the past several decades, platforms for advisors have differentiated with the quality of their technology. Consequently, the technology that most of today’s advisor platforms (e.g., Consequently, the technology that most of today’s advisor platforms (e.g., broker-dealers, RIA aggregators, TAMPs, etc.)

Technology 76

Technology Compliance Planning Economics 76

Barry Ritholtz

MAY 11, 2023

Our 2022 FP had attendees from all over the country and the world, with an average age far younger than the typical financial conference. This is the next generation of the wealth management industry, and they showed up in droves because they want to be cutting-edge and stay ahead of the curve. Its only 4 months away!

Investments 60

Investments Entertainment Finance Marketing 60

CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Chief Financial Officer. As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. Financial Manager.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

Nerd's Eye View

JULY 18, 2023

Welcome back to the 342nd episode of the Financial Advisor Success Podcast ! Nancy is the Founder and CEO of Smarter Divorce Solutions, a consulting firm based in Phoenix, Arizona that provides financial expertise to individuals and couples (and sometimes, mediators and attorneys) going through the divorce process.

Planning 63

Planning Compliance Finance Investments 63

Centage

DECEMBER 8, 2023

Financial management can be a significant challenge for multi-location medical facilities. As multi-site healthcare businesses grow and evolve, the demand for advanced financial planning and budgeting solutions shifts from being a “nice to have” to presenting a crucial need for attaining business objectives.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Healthcare Budgeting Leadership 52

https://trustedcfosolutions.com/feed/

APRIL 5, 2023

As your business reaches the end of each month, your finances require precise maintenance , but that also means diving headfirst into endless spreadsheets and financial statements —an absolute nightmare. Let’s take a look at the benefits and best practices for a month-end close with Sage Intacct. Implement Automated Workflows.

General Ledger 62

General Ledger Reconciliations Accounting Standards Auditing 62

Nerd's Eye View

AUGUST 2, 2022

Welcome back to the 292nd episode of the Financial Advisor Success Podcast ! Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households. My guest on today's podcast is Matthew Topley.

Planning 75

Planning Investments Leverage Numbers 75

CFO News Room

JANUARY 13, 2023

Developed by Rockefeller Philanthropy Advisors (RPA) along with members of the Theory of the Foundation Learning Collaborative and dozens of funders and thought partners around the world, operating archetypes present a new analytical tool for reflection, alignment, and action. What do you do to tackle the problem and/or advance a solution?

Prioritization 130

Prioritization Communication Leverage Leadership 130

CFO News Room

FEBRUARY 2, 2022

Welcome back to the 265th episode of the Financial Advisor Success Podcast ! Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. Executive Summary. Author: Michael Kitces. Team Kitces.

Communication 130

Communication Planning Education Numbers 130

Strategic Treasurer

OCTOBER 14, 2022

This survey’s questions probed corporate and bank respondents on their global payment practices and priorities. Among the top findings were the following points: Multiple Systems and Security Fraud Management Top List of Payment Challenges. The second highest challenge for all firms overall was security fraud management at 49%.

Securities 52

Securities Investments Planning Treasury 52

Nerd's Eye View

DECEMBER 13, 2022

Welcome back to the 311th episode of the Financial Advisor Success Podcast ! Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households.

Leverage 52

Leverage Planning CFO Marketing 52

Future CFO

APRIL 14, 2024

While I do not have a “typical” day in the strictest sense, it is usually packed with a series of internal (board, management, project teams, townhalls) and external meetings (investors, banks, government agencies, business partners). It’s a test of self -mastery, managing your emotions and controlling every aspect of your body.

Finance 52

Finance Concentration CFO Transportation 52

VCFO

JUNE 15, 2023

As an advisor to mayors and business leaders alike, Dennis is a performance-driven financial maestro able to conduct complex negotiations and analyses to develop new business opportunities and improve internal operations. Prior to joining vcfo, Dennis was managing partner and CFO for a Dallas-based investment firm.

CFO 40

CFO Transportation Finance Investments 40

Spreadym

JULY 21, 2023

Digital transformation in finance refers to the process of integrating digital technologies and innovations into all aspects of financial services and operations within a financial institution or organization. What is a Goal of Digital Transformation in Finance?

Finance 52

Finance Prioritization Compliance Leverage 52

CFO Talks

MARCH 14, 2024

The position of Chief Financial Officer has evolved significantly over the past few decades. No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. Beyond the Basics: 7 Key Focus Areas for New CFOs 1.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

E78 Partners

APRIL 13, 2023

To capitalize on these strategic choices, PE firms need to invest in a strong CFO office, personnel hires, processes and systems, and consider partnering with a transaction advisor to build a platform for successful roll-up strategies. E78 Partners offers finance and technology solutions for PE firms pursuing roll-up strategies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

https://trustedcfosolutions.com/feed/

APRIL 2, 2023

All it takes is one misplaced decimal point or added keystroke for an incorrect entry, and suddenly your entire financial report is inaccurate. Challenge 3: Being Reactive Rather Than Proactive During the Month-End You shouldn’t be functioning in constant crisis management mode.

Financial Reporting 57

Financial Reporting Accounting CFO 57

E78 Partners

AUGUST 15, 2023

In the dynamic landscape of modern business, Financial Planning and Analysis (FP&A) has evolved from a conventional accounting function to a strategic partner that steers organizations towards growth, profitability, and free cash flow.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Financial Modeling Forecasting 52

https://trustedcfosolutions.com/feed/

MARCH 30, 2023

We know that you’re all too familiar with the fact that managing your company’s finances is a never-ending, ongoing task. Your accountant is the unsung hero who supports you through all the ups and downs of your financial journey. The Month-End Close Takes Longer Than You Think So, how long does the month-end close take?

Leverage 62

Leverage Financial Data Accounting Communication 62

The Finance Weekly

FEBRUARY 22, 2023

For many entrepreneurs, the cause of their company's failure is not due to a flawed idea or product, but rather a failure to effectively manage the financial aspects of their business. This includes raising capital, managing cash flow, accurately accounting for business activity, and forecasting future performance.

Startups 52

Startups Finance CFO Forecasting 52

PYMNTS

MAY 19, 2020

COO and CFO George Lee said companies using the Open Distribution platform can in general seek the best financial arrangements through a combination of CCRManager and other institutions. The company is backed by the Monetary Authority of Singapore, through its Financial Sector Development Fund.

Finance 69

Finance Budgeting CFO Banking 69

PYMNTS

OCTOBER 20, 2016

s impact on the financial industry will be one of the most significant in recent years. On Wednesday, November 2nd at 1:00 PM (EST) join ecommerce advisors James Rendell, CA Technologies ; Paul Baker, Mastercard ; and Karen Webster, Market Platform Dynamics for a live digital discussion surrounding 3D Secure 2.0. 3D Secure 2.0 ’s

Securities 76

Securities eCommerce Technology B2B 76

Future CFO

DECEMBER 26, 2019

Small businesses now have so much choice when it comes to selecting an accounting practice, that ordinary services like compliance, tax preparation and basic bookkeeping have become commoditised. That’s a problem because many small businesses fail within the first three years, often for financial reasons.

CFO 40

CFO Compliance Cash Flow Forecasting Benchmarking 40

PYMNTS

DECEMBER 4, 2018

TD Bank is introducing new services in Canada designed to address the unique financial services needs of the healthcare sector. Earlier this year, TD Bank announced a partnership with Bottomline Technologies’ Paymode-X with Visa Payables Solutions, allowing corporate customers to streamline their B2B payments via check, card and ACH.

Healthcare 51

Healthcare Banking Treasury Valuation 51

PYMNTS

APRIL 30, 2019

The financial services space often encounters the conundrum of trying to fit a square peg in a round hole. These cases include individuals and family offices with business-sized needs, with business-sized challenges in accounts payable, expense management and payroll. trillion.

Corporate Finance 61

Corporate Finance Accounts Payable Finance Invoicing 61

CFO Talks

MARCH 28, 2023

CFO Club Africa is a division of the Chartered Institute of Business Accountants, the professional body for business accountants, financial managers and chief financial officers. This includes financial and management consulting, tax and payroll services. Go to www.cfoclub.co.za

Math 52

Math CFO Communication Accounting 52

https://trustedcfosolutions.com/feed/

JANUARY 19, 2021

But in this article, we want to give you an overview of Dimensions, a tool inside the Sage Intacct accounting solution software. How dimensions are used by those in the restaurant , wealth management , SaaS , or Franchise industries with multiple products, services, and different departments. General Ledger’s History.

General Ledger 67

General Ledger Accounting CFO Budgeting 67

PYMNTS

MARCH 26, 2019

Globalization and easing barriers to international expansion aren’t simply changing the way corporates manage foreign exchange exposure. While organizations now realizing that ignoring FX management is no longer an option, they continue to face unexpected challenges beyond the financial impact of bank fees and conversion rates.

Foreign Exchange 69

Foreign Exchange Currencies Cash Management Profit and Loss 69

Planful

MAY 19, 2021

We’ve worked with thousands of FP&A professionals over the years, at our customers and partners, and also internally, with the Finance experts who design and build our solutions and ensure the success of our ecosystem. Faith Nobile, Finance Manager, Abbott. Niru Irukulla, Manager of Corporate FP&A, Align Technology.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Finance CFO 40

PYMNTS

MARCH 1, 2018

Reports in CPA Practice Advisor on Wednesday (Feb. 28) said Adaptive Insights’ new chief financial officer (CFO) indicator report found CFOs agree that automation has lessened the importance of professionals’ need for Excel skills. Reports in CPA Practice Advisor on Wednesday (Feb. Today, just 5 percent agree.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Corporate Finance Analyzing Data Reconciliations 40

PYMNTS

NOVEMBER 29, 2016

Overview: According to the Center for Financial Services Innovation, more than half of American adults struggle financially on a recurring or occasional basis. To cope, consumers are using alternative sources to meet their financial needs – instead of turning to their banks. John Thompson. Senior Vice President, CFSI.

Leadership 57

Leadership B2B Retail Banking 57