Future CFO

FEBRUARY 6, 2024

Recognising the differences in regulation and market dynamics, FutureCFO has approached CFOs from around Asia to discover their learnings, experiences and approaches in handling the myriad challenges that they face in 2023 and their expectations and plans for 2024. Another topic that will be important in 2024 is Pillar Two tax reform.

Finance 98

Finance CFO Accounting Technology 98

CFA Institute

MAY 6, 2022

The Financial Crisis of 2008: A History of US Financial Markets 2000–2012. Barrie Wigmore analyzes an extremely complex topic, the financial crisis of 2008, with wide-ranging and deep analysis. Cambridge University Press.

Investments 109

Investments Marketing Economics 109

The Finance Weekly

DECEMBER 12, 2023

It shares news and best practices, covering topics like AI technology advancements, its impact on financial tasks, and its use in areas like fraud detection, customer service, and investment management. You'll find AI-related topics in finance, government, infrastructure, marketing, open-source AI, and responsible AI use.

Finance 52

Finance Healthcare Budgeting Manufacturing 52

CFO News

JANUARY 14, 2024

Kravis spoke to Arijit Barman on a range of topics that included US jobs and capital markets and the impact on deal-making, exits, PE consolidation and where in India KKR, one of the world's biggest private equity firms, will make the next big investment.

Investments 52

Investments Securities Marketing 52

The Charity CFO

APRIL 9, 2024

So, naturally our conversation today will include many topics from the viewpoint of the financial statements, those within the organization that Maya is working with directly, and so much more. Organizational Roles When the conversation of finance comes about, many people pass over the topic because of its complexities.

Nonprofit 52

Nonprofit Finance CFO Accounting 52

Adam Kae

JANUARY 5, 2024

The last 20 minutes of the hour we discuss a topic as a group. This includes the online community group where you can get your financial questions answered on-the-fly,and also our monthly virtual meeting where we go in-depth on the topics of your choice. We meet online 1 hour per month (the 1st Wednesday of the month at 1 ET).

CFO 52

CFO Finance Investments Marketing 52

The Reformed Broker

OCTOBER 10, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Have Treasury Bonds Bottomed? Duration > Credit – “Bond market still being d. – The crash in long-dated Treasurys since the pandemic now ranks as one of the most destructive financial crashes ever.

Treasury 60

Treasury Finance Investments Marketing 60

Nerd's Eye View

APRIL 26, 2024

Also in industry news this week: The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements (and, potentially, lawsuits regarding their enforcement) between financial planning firms and their advisors The Securities and Exchange Commission issued (..)

Communication 52

Communication Budgeting Securities Investments 52

CFO News Room

JANUARY 13, 2023

FINRA has released its enforcement priorities for 2023, including a continued focus on compliance with Regulation Best Interest as well as several new priority topics, such as manipulative trading, fixed-income pricing, and trading in fractional shares.

Treasury 130

Treasury Compliance Investments Accounting 130

CFO News Room

JANUARY 23, 2023

An important truism about marketing is that to be effective, the marketer’s message needs to connect with the audience it intends to reach. Ultimately, what’s important to remember is that it often takes time for the effects of quality content marketing to come to fruition, meaning the most important lesson is to stick with it.

Marketing 130

Marketing Education Advertising Sales 130

Future CFO

JANUARY 15, 2024

The talk on standards and reporting on environmental, social, and governance (ESG), which refers to the factors that investors measure when analysing an organisation's sustainability efforts from a holistic view, is becoming louder and louder in the market. Strategies must then also be aligned with the trends coming in in terms of ESG.

Risk Management 52

Risk Management Compliance Valuation Finance 52

The Reformed Broker

JUNE 27, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Flows is Back – “ICI reported a $22B estimated net-inflow into domestic equity mutual funds plus ETFs” ►Higher or Lower? – Our viewers believe the market will go up from here. Options Euphori.

Finance 56

Finance Investments Marketing 56

Barry Ritholtz

MAY 1, 2023

Towards that end, check out Catherwood’s latest project: The Ages Of Finance: A Timeline Of Markets. You can sort the long history of finance on a timeline, either by specific topics — Equities, Milestones & Innovations, Commodities, Debt, and Manias & Crashes — or by “All Market History.”

Marketing 123

Marketing Finance Investments 123

CS Lucas

MAY 28, 2023

In this webinar, Zohain Saeed, our BDM for South-East Asia will be covering the management of the following topics using the CS Lucas system: Term Loans Money Markets Investments Foreign Exchange Whether you are handling treasury management for your company or relying on the reports from your team, this webinar provides useful insights.

Investments 52

Investments Foreign Exchange Marketing Restructuring 52

Corporate Finance Lab

MARCH 21, 2023

The CERIL Conference will bring together experts from practice, academia, and the bench who will assess the topics proposed for harmonisation. With the aim to contribute to the development of a Capital Markets Union, the Commission has put forward this Proposal on corporate insolvency rules.

Restructuring 51

Restructuring Investments Marketing 51

The Reformed Broker

JANUARY 24, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►MSFT Earnings – “Microsoft’s Earnings Are Coming. ” ►Is the Bear Market Over? The post Is the Bear Market Over Already? 2 Major Issues Hang Over the Stock.”

Marketing 52

Marketing Finance Investments 52

Barry Ritholtz

NOVEMBER 10, 2023

June 21, 2021) Tversky and Kahneman Changed How We Think (December 5, 2016) How Shiller helped Fama win the Nobel (October 26, 2013) Plus, I have to include the discussion of Amos Tevarsky and Danny Kahnemann: Michael Lewis on The Undoing Project (December 10, 2016) The post MiB: The Nobel Laureates appeared first on The Big Picture.

Finance 56

Finance Investments Marketing 56

The Reformed Broker

NOVEMBER 22, 2022

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Bob Bob Iger is Back – Wall Street celebrates Igers return as Disney gains $12B in market cap overnight. ?Tesla Tesla 50% Drawdown – “Tesla Is Stock Market’s Biggest Laggard” ?Commodities

Finance 52

Finance Investments Marketing 52

Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios.

Communication 80

Communication Investments Planning Marketing 80

Strategic Treasurer

JANUARY 23, 2023

EPISODE MENU 1 The Labor Market – The Carfang Group 2 Coming Soon! 237 – 2023 Outlook Series: The Labor Market Is Broken with Tony Carfang In this first episode of our 2023 Outlook Series, Craig Jeffery of Strategic Treasurer talks with Tony Carfang of the Carfang Group. #237 Subscribe to the Treasury Update Podcast!

Treasury 52

Treasury Marketing 52

The Reformed Broker

DECEMBER 20, 2022

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Consensus – “Consensus thinking isn’t necessarily wrong. Consensus thinking is just what’s already priced into the markets.” ” ►Opportunity – Six reasons why next year has the highest probabil.

Finance 52

Finance Investments Marketing 52

CFO News Room

DECEMBER 30, 2022

You might also generate a list of words and phrases that are forbidden in product development, marketing, and external communications. As a manager, you can create a regular dialogue on a variety of DEI topics to build a climate of psychological safety. What inspires me about this topic? Only include information that’s relevant.

Data Analysis 130

Data Analysis Practice Management Leadership Communication 130

The Reformed Broker

SEPTEMBER 28, 2022

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Reverse Reverse Face Ripper – I broke one of my cardinal rules as a market commentator. ?RIP RIP BTD – It is the worst year for buying the stock-market dip since the 1930s. ?Bear

Finance 52

Finance Retail Investments Marketing 52

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Practice Management 87

Practice Management Tax Planning Planning Securities 87

The Reformed Broker

NOVEMBER 8, 2022

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Binance Poof – The once high-flying Covid stocks have lost 90% of their market c. Binance acquiring FTX! – Twitter feud between the CEOs of FTX and Binance has blown up. ?Election

Finance 52

Finance Investments Marketing 52

Barry Ritholtz

OCTOBER 20, 2023

I’ve mentioned this in the past , but I happened across the chart above, and it serves as a reminder to revisit this topic in greater detail. 3 And the Vanguard Total Market (VTI) would have done slightly better, garnering about 7.8% You get paid in dollars. I work 40-60 hours a week and get paid for my time and efforts.

Investments 134

Investments Math Currencies Transportation 134

The Reformed Broker

JUNE 13, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?

Finance 56

Finance Investments Marketing 56

Strategic Treasurer

FEBRUARY 16, 2023

Session 80 Coffee Break Session: What Is the Debt Market? What is the debt market? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to chat about the debt market. Listen in and learn a little bit about the debt market. Strategic Treasurer has stepped in to help.

Marketing 52

Marketing Treasury Risk Management Finance 52

The Reformed Broker

AUGUST 30, 2022

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?200-Day Inside the Market – “Over the last 12 trading sess. Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?

Finance 52

Finance Investments Marketing 52

The Reformed Broker

AUGUST 23, 2022

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?The The Bounce – “The S&P 500 has retraced 53% of its decline, and this is as far as bear market rallies go.” Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?

Finance 52

Finance Investments Marketing 52

The Reformed Broker

JULY 19, 2022

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?What’s – “Why Did The Market Not Go Down In The Face Of Incredibly Worsening Data” ?Netflix Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? What’s Priced In?

Retail 52

Retail Advertising Finance Investments 52

PYMNTS

SEPTEMBER 13, 2020

We all agree that it’s our task to keep financial market[s] stable and to ensure that what is a task for states remains a task for states,” German Finance Minister Olaf Scholz told reporters, Reuters reported. In a joint statement Friday (Sept. Stablecoin dispensers should be registered in the EU, the ministers said, according to Reuters. “We

Banking 145

Banking Finance Planning Marketing 145

Adam Kae

OCTOBER 22, 2020

On October 1st, we had the pleasure of sitting down with Brenda Meller of Meller Marketing for a slice of Social Media P.I.E. This topic holds a special place in the heart of CFO Adam. Be sure to follow Meller Marketing. Facebook: Meller Marketing. Instagram: Meller Marketing. LinkedIn: Brenda Meller.

CFO 52

CFO Investments Marketing 52

Nerd's Eye View

JANUARY 23, 2023

An important truism about marketing is that to be effective, the marketer’s message needs to connect with the audience it intends to reach. This can maximize the potential return on the time and effort it takes to create each blog post, podcast, or newsletter.

Marketing 93

Marketing Education Advertising Sales 93

Musings on Markets

JANUARY 11, 2024

By 1986, though, it was showing its age, more a collection of topics about institutions and types of securities, than a cohesive class. I balked at teaching this motley collection of topics and wanted to teach a class on valuation, but I was told that there was not enough stuff in valuation to fill a class.

Corporate Finance 128

Corporate Finance Valuation Finance Investments 128

Strategic Treasurer

JANUARY 23, 2023

Episode 237 2023 Outlook Series: The Labor Market Is Broken! They discuss Tony’s outlook on the coming year, covering topics such as inflation, debt, government spending, and corporate cash. Are they improving fast enough to keep up with market demands? Read the History of the Federal Reserve.

Marketing 52

Marketing Treasury Finance Technology 52

Nerd's Eye View

AUGUST 11, 2023

Also in industry news this week: A bill that would allow funds in 529 plans to be used for postsecondary credentials, including the CFP certification, is gaining significant bipartisan support in Congress A recent survey identified key topics on which financial advisors and investors have mismatched views, from expected investment returns to how they (..)

Investments 72

Investments Numbers Planning Accounting 72