CFO News Room

NOVEMBER 28, 2022

And at a time when working as a fee-only planner, or even as a fiduciary, is not the same differentiator that it once was, being able to offer a value proposition tailored to the needs of the advisor’s ideal target client has become more crucial than ever before and could be one of the keys to success for advisors in the years ahead!

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Jedox Finance

NOVEMBER 23, 2021

Today, we dive a little deeper into the topic of S&OP performance and walk you through the 5-step S&OP approach, which, according to Gartner, leads to the highest possible level of maturity. Figure 4: Scenario analysis, impact of decisions on P&L, balance sheet, cash flow. Figure 8: Supply-demand balancing.

Forecasting 98

Forecasting Planning Sales Education 98

CFO News Room

NOVEMBER 22, 2022

In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession. And you were focusing more and more into working with physicians and retirees, and moving in that direction. Never miss a Financial Advisor Success podcast episode!

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

JANUARY 9, 2024

Matt Levine : 00:03:09 I think there are a lot of exceptions, but I do, I will say that like in my, in my column, I fairly regularly have occasion to disclose that I worked at Goldman because I’m often writing about Goldman. And it feels like somehow same thing, dishonest, not to mention that I worked at Goldman, right.

Mergers and Acquisitions (M&A) 52

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

CFO News Room

DECEMBER 16, 2022

Failing to balance the wide range of equities within his conference, which is set to have a razor-thin majority, could result in embarrassing defeats for McCarthy in party-line votes — weakening him right out of the gate.” • What a weird use of the word “equities.” Second, all the working parts of the Party reinforce each other.

Math 130

Math Education Management Consulting Healthcare 130

CFO News Room

JANUARY 5, 2023

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. It will work as part of a border strategy that incorporates an expanded use of Title 42 expulsions.” • Awesome. This is really good (Stoller approves): 1.

Advertising 130

Advertising Economics Leadership Numbers 130

BlueLight

JULY 30, 2020

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? The benefit to bringing on a third-party is getting a specialized worker who is already trained, experienced and can do the work well at a cost that’s reasonable to the company. Accounting ?—?Nearly

CFO 52

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

Barry Ritholtz

NOVEMBER 14, 2023

I loved the fact that my grades weren’t subject to the subjectivity of my professors and that there was always a right and wrong answer. 00:03:46 [Speaker Changed] I worked with a bunch of lawyers. So I worked at the third party administrator distribution arm of mutual fund family at Mass Financial.

Math 52

Math Leadership Investments Entertainment 52

PYMNTS

AUGUST 22, 2016

Reality check though, seems an appropriate theme for several topics of discussion across the payments world, based on a few things that happened (or didn’t) last week that could benefit from such a, shall we say, intervention? But, instead of Ryan Seacrest, you have me. million and each Ticketmaster customer got a $1.50

Currencies 41

Currencies Banking Accounting Budgeting 41

Barry Ritholtz

JUNE 6, 2023

And it’s not rich in terms of how to pile up money, but rather how to live a rich life by treating money as a tool to do the things that you want to do. That’s one part financial freedom, one part prioritization of your life, and one part less stress and worries about financial matters. RITHOLTZ: Oh, good seeing you again.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

Barry Ritholtz

JUNE 7, 2023

And what they want is uncorrelated alpha and you take that concept, but then you look at the traditional long, short hedge fund and they are running portfolios of less than 30 percent Indio, which means that those returns are highly dependent on macro factors, very unpredictable factors that that you’ll be subject to. So into the fray.

Investments 108

Investments Concentration Profit and Loss Economics 108

Barry Ritholtz

AUGUST 15, 2023

First working for David Swensen at Yale and then later at Protégé Partners and now talks about the philosophy and art and science of allocation at Capital Allocators. RITHOLTZ: And so you stayed in New Haven and did not enter a training program, although arguably working under Swenson is its own sort of training program, isn’t it?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

PYMNTS

JANUARY 11, 2017

VRBO, a platform he had never heard of, was the topic of conversation, and the discussion was all about the money that could be made by using it to remove the friction from finding renters for those vacation rental properties. Why are you not working with professionals in this aspect of your life?”

Communication 40

Communication Math B2C Marketing 40

Barry Ritholtz

SEPTEMBER 5, 2023

MILLER: And there’s nothing better than talking about a topic that you’re really comfortable with and really smart people ask you questions that cause you to maybe think a little bit differently about the solution or whatever. It’s just such a giant topic. RITHOLTZ: It’s a whole new crop of new audience.

Sales 52

Sales Marketing Numbers Construction 52

Barry Ritholtz

MARCH 21, 2023

The way I always describe it is one of the scariest moments of my life was going to Gene’s office. He had kind of agreed to be my dissertation chair, even without a particular topic, and going in and saying, I want to write it. And by the way, it works very well. I think that’s just a philosophical difference.

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

Barry Ritholtz

APRIL 11, 2023

Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades. You’re known as the dean of valuation. RITHOLTZ: Right.

Valuation 115

Valuation Education Finance Investments 115