CFO Talks

JULY 28, 2022

He highlights some of the key topics to be discussed at the International CFO Alliance Summit in Capri. Armand, I’ve only mentioned a few positions that you hold on your CV, it seems as if time management should be one of your core competencies, where do you get the time to do all these things?

CFO 52

CFO Finance Technology Accounting 52

CFO News Room

JANUARY 17, 2023

Most people have never heard of a SIMPLE IRA and are curious to know the rules, limits and how it differs from a 401(k). This means that the money employees contribute to the plan is not subject to income taxes until it is withdrawn in retirement. They also aren’t subject to discrimination and top-heavy testing.

Planning 130

Planning Investments Accounting Numbers 130

CFO Leadership

OCTOBER 18, 2023

But as people use new powerful AI tools like ChatGPT and BARD for everything from setting meeting agendas to writing personal letters, shopping lists, and even poetry, an AI-powered future seems likely to become a reality sooner rather than later. However, LLMs also have inherent weaknesses.

Finance 52

Finance Accounting Auditing IFRS 52

CFO News Room

DECEMBER 27, 2022

Our goal on this show is to bring you the best thought leadership on managing teams, organizations, and your career. So I was lucky that as a junior product manager a long time ago at Yahoo, I had the opportunity to work and meet a gentleman by the name of Jeff Weiner who would go on to become the CEO of LinkedIn. I’m Alison Beard.

Leadership 100

Leadership B2B Numbers Marketing 100

CFO Leadership

OCTOBER 10, 2023

One of the hottest topics in the business world today is artificial intelligence (AI), with 95 percent of global business leaders believing that generative AI is ushering in a new era of enterprise intelligence.I In terms of risk management, we typically consider frequency and severity of perils. What is Artificial Intelligence?

Risk Management 105

Risk Management Healthcare Leadership B2C 105

Bramasol

MAY 31, 2023

In some cases, a full-stack deployment makes sense however in other scenarios, companies may be best served by combining one or more specific applications such as Subscription Billing, Convergent Invoicing, Convergent Charging, Sales Order Management, Convergent Mediation, Sales & Distribution, etc.,

SAP 76

SAP Compliance Transportation Leverage 76

Barry Ritholtz

JANUARY 3, 2024

Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management We discuss why it is so difficult to fight the crowd, and identify when the crowd is right and when they have gone mad. Mauboussin: Michael Mauboussin is head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management.

Investments 74

Investments Numbers Marketing Banking 74

The Charity CFO

MAY 20, 2022

And the more people who come to a deeper understanding of your mission and vision, the more people will donate to your cause. People like to expand their experiences and deepen their understanding of new subjects. The #1 accounting mistake that nonprofits make is hiring the wrong people to help them.

Nonprofit 105

Nonprofit CFO Accounting Leadership 105

CFO News Room

JANUARY 18, 2023

million people currently employed in life insurance roles across the United States in 5,929 insurance companies, it’s clear that this is a great place to start your search for a high-paying job. They carry out risk assessments, perform financial analyses, and generate reports for sales and management teams. Underwriting Manager.

Leadership 130

Leadership Education Communication Problem Solving 130

PYMNTS

OCTOBER 10, 2019

That’s the view shared by Trevor LaFleche, director of product management and marketing for Enterprise Payments Solutions at Fiserv , during a recent PYMNTS discussion that centered around the spread of real-time payments, and their global prospects going into 2020. We don’t really see many use cases for real-time pull payments,” he said.

Securities 80

Securities Accounting Banking Marketing 80

PYMNTS

DECEMBER 14, 2020

It’s been a busy year in digital banking as the pandemic has driven consumers online to manage as much of their day-to-day lives as possible. One of the early lessons in communications most people learn, Dicso noted, is that to imprint information in a consumer’s mind, represent the information a few times.

Banking 116

Banking Communication Prioritization Leverage 116

CFO News Room

DECEMBER 23, 2022

will allow employers to make matching contributions and non-elective contributions to the Roth side of the retirement plan instead of just the pre-tax portion (though participants will be subject to income tax on such contributions). by partnering with other wealth management experts to hold a virtual conference). Further, SECURE 2.0

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

Barry Ritholtz

JANUARY 9, 2024

Over 300,000 people get his, his daily missive. I tell people like there’s this time when we, you know, we had like two sets of bidders for some company, like on in conference rooms on different floors. Matt Levine : I tell people I’m the only person who went to Goldman for the hours for less hours.

Mergers and Acquisitions (M&A) 52

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

CFO News Room

JANUARY 4, 2023

So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” I do notice that on topics like Ukraine and Big Tech, Republicans keep asking for my vote. Patient readers, it seems that people are actually reading the back-dated post! Biden Administration.

Manufacturing 130

Manufacturing Economics Transportation Retail 130

CFO News Room

NOVEMBER 14, 2022

Penny Phillips has spent most of her career coaching and consulting financial advisors, business owners, and wealth management institutions. She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support.

Practice Management 130

Practice Management Planning Leadership Communication 130

Jedox Finance

MAY 15, 2023

EU lawmakers have urged world leaders to hold a summit to find ways to manage the development of advanced AI tools such as ChatGPT. People will use AI systems to create unimaginable things and uncover what no one thought possible. Leadership characteristic #1: adaptability Adaptability is the ability to deal with change.

Leadership 52

Leadership Leverage Technology Budgeting 52

VCFO

JULY 12, 2022

These concerns are further inflamed by the repetitious coverage of the topic by media. A proactive approach is to conduct a workplan analysis , a process that enables a business to identify the tasks and activities performed across its functions and consider how to best align people and improve processes.

Benchmarking 81

Benchmarking Restructuring Economics Technology 81

CFO News Room

DECEMBER 23, 2022

So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” He should have people for that!* Patient readers, it seems that people are actually reading the back-dated post! Pierre Bourdieu, Classification Struggles. Capitol Seizure. That said, “tried”? Positivity.

Economics 130

Economics Advertising Manufacturing Forecasting 130

PYMNTS

FEBRUARY 18, 2019

We had roughly 340 execs register to listen live to the two of us banter about the people, processes and tech necessary to do more than simply rebrand what’s typically described as the fraud and risk departments of digital platforms. I joked that I’d be a shoo-in for the job. All while keeping prices low for consumers.

Advertising 67

Advertising Retail Banking Sales 67

PYMNTS

OCTOBER 5, 2019

That lost library book we had almost managed to convince ourselves no longer existed. One apparent solution, according to Curtis Rogers, a spokesman for Urban Libraries Council, is to get rid of the things that are actively driving people away. It has happened to all but the most organized among us.

Entertainment 75

Entertainment Accounting Banking Marketing 75

The Charity CFO

FEBRUARY 23, 2022

And I think this is an intimidating topic for people and maybe an area it’s like, ah, I know I’m probably not doing what I need to do, but I don’t really wanna know. And I kind of, I can kind of relate to that because I think that’s how people handle accounting. Some people experience identity theft.

Nonprofit 98

Nonprofit Accounting Healthcare Securities 98

CFO News Room

JANUARY 5, 2023

“So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” As a result of these efforts, thousands of workers who’d been subject to noncompete restrictions can now freely switch jobs or start a competing business, without fear. Biden Administration. Transmission.

Advertising 130

Advertising Economics Leadership Numbers 130

CFO News Room

FEBRUARY 5, 2022

Others claim the national debt is manageable and no cause for alarm. The total amount of money that can be borrowed by the government without further authorization by Congress is known as the “total public debt subject to limit”—also known as the debt ceiling. Understanding National Debt. Increased Costs to Borrow Money.

Budgeting 130

Budgeting Treasury Healthcare Securities 130

CFO News Room

NOVEMBER 22, 2022

Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households. And ultimately, when you look around the culture, you kind of become the average of the people you surround yourself with. Team Kitces.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 16, 2022

So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” Yes, I absolutely do, if we stick to our North Star, which is, help people with things that they need help with,’ Schumer, D-N.Y., Patient readers, it seems that people are actually reading the back-dated post!

Math 130

Math Education Management Consulting Healthcare 130

Onplan

DECEMBER 28, 2021

Is closing your offices and giving people compensating benefits a good financial move for your bottom line? (Of Assume NoMoreOffice’s leases run $6,000 per employee, employ 20 people, and shut-down costs are negligible.) But as with all tax topics, this one is quite nuanced. Spreadsheets stink for managing multiple scenarios.

Planning 98

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

CFO News Room

DECEMBER 22, 2022

So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” Patient readers, it seems that people are actually reading the back-dated post! “Here’s food for thought, had Ahab time to think; but Ahab never thinks; he only feels, feels, feels” –Herman Melville, Moby Dick. “So

Economics 130

Economics Manufacturing Nonprofit Numbers 130

CFO News Room

DECEMBER 26, 2022

As many of you noted in response to our Reader Surveys, most choose which content to read or listen to based on headlines and topics that are of interest (and skip the rest). In addition to understanding a client’s spending patterns, it is also important to gauge their interest in managing credit card rewards on an ongoing basis.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

VCFO

DECEMBER 10, 2021

We will talk more about these opportunities in upcoming blogs on this topic. Content from the New York Fed subject to the Terms of Use at newyorkfed.org. There is simply too much issued debt to manage with interest rate increases. Many companies run with less than a 10% profit to start with. What is Inflation?

Currencies 55

Currencies Profit and Loss Foreign Exchange Math 55

Barry Ritholtz

SEPTEMBER 19, 2022

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. ALBERT WENGER, MANAGING DIRECTOR, UNION SQUARE VENTURES: Well, I fell in love with computers very early on when I was a young teenager. team was tiny.

Valuation 118

Valuation Investments Marketing Technology 118

PYMNTS

MAY 3, 2017

KAI Banking was trained on millions of banking sentences, all of the ways people phrase their requests. Using a virtual assistant is rooted in giving people a way to do things they couldn’t or wouldn’t before that is tied to the power of human language.”. because they would hang up on you or be very confused,” Gorelov said.

Banking 48

Banking Finance Financial Data Accounting 48

Onplan

DECEMBER 28, 2021

Is closing your offices and giving people compensating benefits a good financial move for your bottom line? (Of Assume NoMoreOffice’s leases run $6,000 per employee, employ 20 people, and shut-down costs are negligible.) But as with all tax topics, this one is quite nuanced. Spreadsheets stink for managing multiple scenarios.

Planning 52

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

BlueLight

MAY 6, 2020

Between building product, selling product, and managing the team, we understand the investor update may not be too high on the priority list. In this post, we will cover the communication architecture, why to send investor updates, and the relevant topics to cover. We’ve been on the receiving end of a lot of investor updates.

Communication 52

Communication Startups Finance Benchmarking 52

BlueLight

JULY 30, 2020

I interviewed 50 people that held CFO, finance manager, and financial analyst type roles. In the following, you will find a synthesis of the key findings on the following topics: How do you view the responsibility of the CFO suite? At the early stages, it is cash flow management. Third is financing and cash management.”

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

Barry Ritholtz

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. KLINSKY: People forget how much — RITHOLTZ: It was a partnership that was small. What made you pursue that?

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

Musings on Markets

JULY 14, 2021

Until the early 1900s, reporting by public companies was meager, varied widely across firms, and depended largely on the whims of managers, with smaller, closely held firms among the most secretive. million restricted stock units, subject to service and vesting requirements. million class A and 490.89

GAAP 52

GAAP Forecasting Accounting Numbers 52

PYMNTS

JUNE 30, 2018

But the jam of 2016 was a Justin Timberlake song written for the “Trolls” movie, which failed to bring sexy back in any meaningful way, and Carly Rae Jepsen’s “Call Me Maybe” didn’t dominate 2012 because a bunch of people didn’t download it. Breaking up with “the one”. It was a big idea, built on big ideals.

Numbers 40

Numbers Securities Sales Technology 40