Future CFO

SEPTEMBER 8, 2022

Environmental, social and governance (ESG) programs can pose unique challenges to finance chiefs charged with maximizing returns. Big price tags and longer timelines. ESG is a 30-to-40-year transformation. Preparing to lead ESG. Moyer says digital business is probably a 10-to-20-year transformation. Quentin Fouesnant.

CFO 98

CFO Finance Compliance Financial Data 98

Simply Treasury

JUNE 3, 2021

Then come the multiple banking relationships, the too large number of bank accounts, the lack of sufficient resources (a recurring problem - but one that drives automation), the lack of support from subsidiaries, the lack of budget (classic in times of crisis). The final question covers the ESG (i.e.,

Cash Flow Forecasting 130

Cash Flow Forecasting Treasury Forecasting Foreign Exchange 130

Barry Ritholtz

JULY 11, 2023

JOHNSON: So they don’t permit any kind of commission-based selling, and so it’s all gone to fee-based, and you have a huge percentage of population orphaned from advice, because essentially, an advisor says, “Ah, that’s too small of an account. It’s not worth my time.” JOHNSON: Exactly. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 85

Mergers and Acquisitions (M&A) Investments Finance Technology 85

Barry Ritholtz

MAY 23, 2023

Then suddenly in the ensuing weeks, you get tagged to be CEO. And the Japanese regulators were having a tough time with cross collateralization and issues about whether there were balance sheet accounting issues. GREW: I think the reality for me is that more and more institutional clients need something in a separate managed account.

Investments 60

Investments Finance Construction Technology 60

Barry Ritholtz

NOVEMBER 15, 2022

And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. You had talked about things before it was available, that you could tilt towards a variety of ESG things. Theoretically, you know, you have one really bad day, and you can be out more than your account, right?

Finance 107

Finance Investments Math Marketing 107