CFO News Room

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Executive Summary. Author: Michael Kitces.

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Education Planning Investments Profit and Loss 130

Adam Kae

MAY 14, 2020

We don’t know what’s going to happen in the next few years, but based on other expert opinions and our own experience, we can help you prepare for your business life after coronavirus. This time tests your business management skills, but we have strategies that can help your small business financially recover after the novel coronavirus.

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Prioritization Forecasting Communication Finance 52

Michigan CFO

NOVEMBER 1, 2021

But come funding time, many SaaS companies find in organizing their finances that their budgeting system is a mess. For most SaaS businesses looking at seed or series A funding, a SaaS CFO may seem like an out-of-reach luxury. Aren’t CFOs supposed to be for big businesses? With a SaaS CFO, financials are no longer confusing.

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CFO Budgeting Forecasting Tax Planning 52

PYMNTS

SEPTEMBER 27, 2019

s Nationwide Building Society did not disclose how much it invested in BankiFi , but it did say that it’s support to the open banking FinTech comes as Nationwide plans to launch a business current account. The firm operates a platform to automate tax and financial management processes for gig workers, sole traders and contractors.

B2B 59

B2B Accounts Payable Startups Advertising 59

Michigan CFO

SEPTEMBER 12, 2022

Many business publications are talking about a coming recession. And what should your business do about it? Navigating a recession can be a challenge, especially for small business owners. Navigating a recession can be a challenge, especially for small business owners. But what is a recession?

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Profit and Loss CFO Budgeting Economics 40

CFO News Room

NOVEMBER 14, 2022

In the not-so-distant past, the typical career path toward becoming a financial advisor was to build up a book of business on one’s own, often by either tapping into one’s own personal networks or cold-calling prospective clients in bulk to generate enough business to gain a foothold. Executive Summary. Author: Penny Phillips.

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Practice Management Planning Leadership Communication 130

Adam Kae

MARCH 5, 2020

Keep reading to learn about how to hire for your business! Let’s break down Adam Kae costs compared to a full-time CFO, for example: Top Executive (like a CFO) salary for small business - $80,000 median (Drive Insights.com). Leave the other stuff to the pros, and consider outsourcing certain aspects of your business!

CFO 52

CFO Finance Accounting Planning 52

Jedox Finance

AUGUST 13, 2019

Finance professionals generally tend to be risk averse. How does Finance keep up? Remember to think about your finance team, your finance leader peers both cross functionally and externally. ” So lastly, hold yourself and your finance team accountable for “doing what you said” to embed the new mindset.

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Financial Planning and Analysis (FP&A) Planning Finance CFO 52

Onplan

DECEMBER 28, 2021

We’re nearly two years into Covid, and like many companies, you might be looking at the cost of your office space and considering the business case of moving at least part of your staff into permanent work-from-home or remote status. Is closing your offices and giving people compensating benefits a good financial move for your bottom line? (Of

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Planning Financial Planning and Analysis (FP&A) Forecasting Math 98

CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. Once again.

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

Barry Ritholtz

JANUARY 9, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:00 This is Masters in business with Barry Ritholtz on Bloomberg Radio. And so he has this unique way of taking these very complicated, sophisticated ideas and making them both accessible and amusing to both finance professionals and, and laypeople.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

Onplan

DECEMBER 28, 2021

We’re nearly two years into Covid, and like many companies, you might be looking at the cost of your office space and considering the business case of moving at least part of your staff into permanent work-from-home or remote status. Is closing your offices and giving people compensating benefits a good financial move for your bottom line? (Of

Planning 52

Planning Financial Planning and Analysis (FP&A) Forecasting Math 52

Barry Ritholtz

SEPTEMBER 19, 2022

ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say, I have yet another extra special guest, Albert Wenger, managing partner at Union Square Ventures. WENGER: Because it’s an integral part of the business.

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Valuation Investments Marketing Technology 118

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). navigate a volatile market environment (in both stocks and bonds – oof!) Team Kitces.

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Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 29, 2022

Welcome back to the 309th episode of the Financial Advisor Success Podcast ! Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Never miss a Financial Advisor Success podcast episode! Executive Summary.

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Leverage Planning Concentration Tax Planning 130

PYMNTS

JANUARY 22, 2021

Morgan's Single-Use Accounts (SUA) virtual card payments offering, provides fraud protection and card rebates to OSV's finance and accounting clients, per the announcement. In addition, the Payment Tracker will offer insights into potential delays of the payment. 21) blog post. Georges Lands $42.4 million in new investment.

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Invoicing B2B Reconciliations Valuation 66

PYMNTS

MAY 31, 2019

based SeedLegals is in the startup funding business, but it’s not exactly an alternative lending FinTech. Crowdz is developing a blockchain platform that enables B2B vendors to submit invoices, receive payment and sell invoices for financing. The company announced in a blog post this week it raised $7.5 SeedLegals.

B2B 57

B2B Accounts Payable Invoicing Valuation 57

Barry Ritholtz

APRIL 11, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, returning after a too long of a wait, Professor Aswath Damodaran.

Valuation 115

Valuation Education Finance Investments 115

Barry Ritholtz

MAY 2, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have a pair of extra special guests. Let’s talk a little bit about how a blog becomes a business.

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Retail Advertising Numbers Economics 65

Barry Ritholtz

MAY 16, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra, extra special guest. I’ve known you for forever and over the course of most of that time, your work has really operated at the intersection of finance and media.

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

NOVEMBER 15, 2022

The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. His name is Dave Nadig. NADIG: Yeah.

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