Nerd's Eye View

JANUARY 12, 2024

Also in industry news this week: The Department of Labor (DoL) this week published a final rule delineating what makes an individual an independent contractor versus a company employee, though it did not provide specific guidance for registered representatives of broker-dealers and other financial professionals who have expressed concern that their (..)

Practice Management 78

Practice Management Budgeting Communication Securities 78

CFO Thought Leader

APRIL 30, 2024

From his early days in auditing at PwC to his current role as CFO at Prophix, Aaron Levine has had a career that has closely tracked the evolving nature of the financial leadership role. Based in Toronto, we’re a leader in the financial performance management space. We’re private equity–backed by HG Capital of London.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Auditing 52

CFO Thought Leader

APRIL 22, 2024

Facing a potential career setback and indeed initially marked for replacement, Norris was eventually asked to stay on to lead the finance operations of the combined entity. This move highlighted not only her resilience but also her ability to leap into new opportunities that might reshape her career path on a global scale.

CFO 52

CFO Treasury Finance Leadership 52

CFO News Room

NOVEMBER 23, 2022

So, success always comes back to the people,” says Duncan, who is a Global Finance Director. . We shouldn’t be trying to protect our jobs, we should be trying to find our successors – we should all be continually developing.”. Duncan, who is Canadian, began his career working for Ernst & Young Canada.

Finance 130

Finance Profit and Loss Construction Transportation 130

Future CFO

APRIL 21, 2024

Editor’s note: Raymond Ngan (pictured), Area Vice President Asia – Sales, Coupa shared with FutureCFO audiences his work day and how he switched from a consulting role to a sales one in his career journey. RN: I have an accounting background and started my career as a financial system consultant.

Finance 52

Finance Sales Communication Financial Systems 52

CFO Talks

MARCH 2, 2023

1X ‘ It’s not how well you talk, it’s about the work you put in’ Welcome to the CFO Club Africa podcast, where we interview leading CFOs from Africa and beyond. We operate in South Africa, Mozambique, Zambia, Namibia, we also have our dealers in Mauritius, Madagascar, Malawi, Zimbabwe, and Zambia also has a dealership agreement.

Auditing 98

Auditing CFO IFRS Construction 98

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 80

Practice Management Tax Planning Planning Securities 80

CFO Thought Leader

MARCH 26, 2024

Reflecting on her career choices, Erin Sawyer tells us that one pivotal point stands out—a decision that involved moving her family across the country. Her initial steps into the corporate world at Honeywell Aerospace as a cost accountant laid the groundwork for years of steady career advancement.

CFO 52

CFO Financial Planning and Analysis (FP&A) Finance Accounting 52

Barry Ritholtz

APRIL 10, 2023

We have repeatedly discussed the issues surrounding the labor force: – Why there is a shortage of workers ; – How low-end wages have lagged ; – Why Return to Office has not gone well. Perhaps we should consider another issue that tends to get too little ink: Workers exiting sectors of the service industry permanently.

Construction 125

Construction Manufacturing Retail Marketing 125

CFO Thought Leader

MAY 8, 2024

Herman’s career trajectory continued through various financial institutions, including EY and Morgan Stanley, each role offering him new lenses through which to view the business world. Each career phase has taught Herman valuable lessons in resilience, adaptability, and foresight—qualities that define his role as a CFO today.

CFO 52

CFO Financial Modeling Forecasting Finance 52

CFO Thought Leader

APRIL 16, 2024

Kicking off his career fresh out of school, Udit Tibrewal joined the audit practice of PricewaterhouseCoopers (PwC) in New Delhi, where he set about learning the intricate workings of financial compliance. Throughout his career, Tibrewal has emphasized the need for continuous learning and adaptation.

CFO 52

CFO Auditing Compliance Prioritization 52

Future CFO

FEBRUARY 18, 2024

Rupert Roberts (RR): Usually, my day begins being woken very early by my two young children who make sure I know what the most pressing priority in my day is. We also have a very clear set of strategic priorities, focused on growing our business, underpinned by a high-performance culture across our wider team.

Risk Management 52

Risk Management Concentration Finance Leadership 52

Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

Benchmarking 73

Benchmarking Communication Practice Management Securities 73

CFO Thought Leader

MARCH 4, 2024

At the very beginning of our talk with CFO Chermaine Hu, she revealed an irony about the CFO title that we rarely get to expose. “I have always struggled with the CFO title,” explains Hu, who notes that the moniker captures only a fraction of what most CFOs actually do. You can understand why, right?

Leadership 52

Leadership CFO Finance Investments 52

CFO News Room

NOVEMBER 14, 2022

In the not-so-distant past, the typical career path toward becoming a financial advisor was to build up a book of business on one’s own, often by either tapping into one’s own personal networks or cold-calling prospective clients in bulk to generate enough business to gain a foothold. Executive Summary.

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO Thought Leader

JANUARY 21, 2024

Like many of her CFO peers, Karen Walker had an early career that was guided by abundant opportunities surrounding finance-driven decision-making within organizations. This shift in thinking, emphasizing a customer mind-set, would continue as she advanced in her career. Walker: Sysdig is a cloud security company.

CFO 52

CFO Leadership Finance B2C 52

CFO Leadership

APRIL 5, 2023

There is a general perception that military veterans are great to hire for both their work ethic and a sense of duty to those who have served. Furthermore, employers struggle to understand the exact skills that veterans bring to the table, especially since they do not come from “cookie cutter” career paths that hiring managers like to see.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

CFO Thought Leader

MARCH 12, 2024

Twelve years ago, when Matt Wolf was an investment banker at Morgan Stanley, he likely would have been alarmed to learn that his future finance career would be largely impacted by drinking and driving. According to Wolf, his career began on a foundation of data analytics at Economists Incorporated in Washington, D.C.,

CFO 52

CFO Finance Retail Leadership 52

Nerd's Eye View

AUGUST 15, 2023

and how hiring not just an assistant, but someone with a strategy mindset who was determined to grow in and with the company, proved pivotal to the growth of MainStreet Financial and led to a successful, naturally integrated succession plan when Jim's assistant-turned-partner eventually bought him out nearly 8 years later.

Leverage 92

Leverage Prioritization Sales Education 92

CFO Talks

AUGUST 23, 2023

46:47] “I always say that one of the biggest challenges of my career was people.” It’s fine that we don’t have it all.” “You You have all these other people around you who compliment you where you are weak. I was the one who had more capacity to create more wealth for the family than my ex. My only solution was divorce.

Auditing 98

Auditing CFO Restructuring Accounting 98

CFO Thought Leader

NOVEMBER 26, 2023

Of course, things may have gone very differently for Benevides, as they so frequently do for many senior finance hires who, like Benevides, join fast-growing firms while knowing full well that there are no guarantees when it comes to C-suite appointments. We do this not just for e-commerce.

CFO 52

CFO Finance Leadership Accounting Firms 52

CFO Thought Leader

SEPTEMBER 26, 2023

campus, intent on pursuing a career that would someday grant her the agency to develop a product or therapy capable of solving a healthcare problem. It was founded by Steve Kaldor, a renowned chemist here in San Diego, who has unfortunately passed away.

CFO 52

CFO Leadership Healthcare Leverage 52

FISPAN

FEBRUARY 15, 2024

The innovative solutions we provide, coupled with the dynamic environment at FISPAN, fuel my enthusiasm. Why did you choose a career in FinTech? I chose a career in FinTech because of the dynamic and fast-paced nature of the finance industry. What is one thing you wish you had known when you started out your career?

Finance 52

Finance Communication Technology Accounting 52

CFO Thought Leader

JUNE 6, 2023

Sruthi Lanka is clearly not the only CFO who began her professional career at blue chip investment house Goldman Sachs. However, she may be one of the only CFOs—if not the only one—who can trace her career roots to Goldman’s technology engineering team. We don’t do this, as many of our competitors do.

CFO 52

CFO Investments Finance Entertainment 52

CFO Thought Leader

JULY 25, 2023

Among the different career highlights that Chris Kramer shares with us, perhaps none is as memorable as what might be called his “Indiana Jones moment.” The best way to improve your security posture is to have visibility into who has the rights to access what and whether a device is securely managed or not.

CFO 52

CFO Accounting Finance Leadership 52

Nerd's Eye View

DECEMBER 11, 2023

Though we are implementing a small $20/year increase (from $169 to $189 per year) in the price of the Members Section to help manage the cost of rising staff salaries in the midst of inflation over the past 2 years, and to further reinvest into our Platform team to make site improvements so our content is faster to load and easier to navigate.

Education 71

Education Planning Securities Marketing 71

Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors. Read More.

Leverage 90

Leverage Planning Investments Numbers 90

Nerd's Eye View

JUNE 9, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the House has passed legislation that would expand the definition of who qualifies as an accredited investor eligible to invest in certain private investments to include those who pass an exam designed by the (..)

Education 64

Education Investments Planning Securities 64

CFO Thought Leader

OCTOBER 22, 2023

Back in 2020, the call that longtime General Electric veteran Ana Chadwick accepted from a recruiter would prove to be the one solicitation in a career’s worth of such outreaches that would ultimately result in an executive search fee. We were really all about the production of these mass stamps. Mailing is more letters.

CFO 52

CFO Leadership Finance Forecasting 52

Barry Ritholtz

JANUARY 26, 2023

My career in finance has coincided with an amazing string of disasters, ranging from the analyst scandal, IPO spinning, and accounting restatements, to say nothing of Enron, Bernie Madoff, and FTX. Entrusting their capital to someone else who loses it for them; 3. Losing money themselves ; 2. Having a con-man steal their money.

Investments 114

Investments Finance Accounting Marketing 114

Barry Ritholtz

FEBRUARY 17, 2023

During the week of March 6th, we are seeing prospective clients and advisors in the Chicago area! Investors who want to learn more about how we manage assets, create financial plans, optimize your taxes, and are interested in working with us, please reach out. Chicago, here we come! The post RWM Is Coming to Chicago!

Planning 60

Planning 60

Barry Ritholtz

AUGUST 26, 2023

This week, we speak with Vanguard’s chief investment officer Greg Davis. We discuss how his career took a series of unexpected turns, including beginning by studying insurance and working as the CIO / director of Vanguard Australia and Asia-Pacific, before taking over all of fixed income worldwide.

Treasury 98

Treasury Forecasting Strategic Planning Investments 98

CFO Thought Leader

APRIL 30, 2023

To Swinney—who had already served in a series of senior finance roles—the GM’s departure seemed to leave a startling void in a business that served as a key enabler for Intel’s server business at large. We don’t have one, and I want to step in and run this business.” Always bring it back to people and culture.

CFO 52

CFO Finance Leadership Prioritization 52

CFO Thought Leader

APRIL 30, 2023

To Swinney—who had already served in a series of senior finance roles—the GM’s departure seemed to leave a startling void in a business that served as a key enabler for Intel’s server business at large. We don’t have one, and I want to step in and run this business.” Always bring it back to people and culture.

CFO 52

CFO Finance Leadership Prioritization 52

Barry Ritholtz

SEPTEMBER 10, 2022

But, as an empirically minded behavioral economists, we recognize that people don’t act this way. Institutional Investor ) see also nterview: Vitalik Buterin, creator of Ethereum In which we talk about the big shifts in crypto. Most Americans who have faced extreme weather see a link to climate change. Noahpinion ). •

Math 120

Math Finance Economics Investments 120

CFO Talks

JUNE 6, 2023

Written by Staff Writer Amsterdam-based Katekani Mabasa, who is the Global M&A Senior Finance Lead at Phillips International, explained to CFO Convo why South African CFOs are suited to international success. I had to tell the story of, ‘hey, look, we are not only great accountants, but we’re also great CFOs’.”

CFO 98

CFO Finance Accounting Securities 98

CFO News Room

JANUARY 31, 2023

Read More… Source link

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Retail Planning Finance Investments 130