Future CFO

MARCH 3, 2024

Editor’s note: ”A Day in the Life" is a series of interviews with finance leaders and business leaders that aims to inspire FutureCFO’s audiences comprising senior finance and business executives as well as aspiring finance and accounting professionals. Sometimes, it is to look beyond the price tag or CV and to look at the talent’s potential.

Finance 52

Finance Manufacturing Startups Numbers 52

PYMNTS

MARCH 13, 2019

Ensuring a professional manages your accounts can also protect your finances. She specializes in wealth psychology (a discipline that focuses on understanding why and how people spend their money) and owns KBK Wealth Connection, a consulting company that trains, coaches and consults with financial professionals. View All 9 Slides.

Finance 46

Finance Budgeting Accounting Investments 46

Barry Ritholtz

MAY 23, 2023

How to recruit and retain the best people and how to use technology as a tool to give you an edge, not just in investing but in the ability to offer clients various solutions improving your efficiency, effectiveness and productivity as a company. Then suddenly in the ensuing weeks, you get tagged to be CEO. RITHOLTZ: Right.

Investments 60

Investments Finance Construction Technology 60

CFO News Room

NOVEMBER 1, 2022

And we don’t get it 100% right, but every once in a while, there’s somebody that we can absolutely refer to another professional. So, she can actually assign her email to me in Help Scout, and put a little note at the top and say, “Is this a person that I should offer a consult to or do they need another professional?”

Planning 130

Planning Investments Accounting Math 130

Strategic Treasurer

DECEMBER 27, 2021

I know you formed the Treasury Coalition to assist treasury and finance professionals to gather data on the crisis and recovery through the COVID-19 impact and response survey. So, I’m pretty excited about the topic today. Let’s begin with a review of COVID-19’s impact on treasury. Budgets change, priorities change.

Treasury 52

Treasury Currencies Banking Planning 52

Barry Ritholtz

APRIL 25, 2023

And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. And the next case that was called, this attorney was on the other side explaining why they had a right to recruit this broker. RITHOLTZ: Your bucket list, which most people don’t tag. RITHOLTZ: Really?

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

Barry Ritholtz

MAY 2, 2023

When do you as founders and CEOs say, “hey, I need somebody who can scale this, and I’m going to step back and become chairperson and bring in a professional CEO to run the site?” And then within LVMH, I moved to Tag Heuer, which is a pure watch business — RITHOLTZ: Right. How do you take this to the next level?

Retail 64

Retail Advertising Numbers Economics 64