Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Concentration 90

Concentration Practice Management Treasury Numbers 90

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

PYMNTS

JUNE 19, 2020

It hasn’t been a good year for hospitality and events, with the pandemic shutting down travel, large gatherings, venues and the desire to be physically close to other people. Celebrity Event Planner Colin Cowie of Colin Cowie Lifestyle said the industry has to pivot to survive. “All Our corporate work is moved to next year.

Entertainment 114

Entertainment Planning Economics 114

Barry Ritholtz

JULY 7, 2023

1 I have described the inspiration for the show as “ an audio version of Market Wizards ” but the actual pitch to Bloomberg was “Mark Maron’s WTF meets Charlie Rose” (that was before we knew about his, um, behavior). Finding out who the guest really was, and how they got that way: “ Who were their mentors?

Entertainment 129

Entertainment Finance Investments Marketing 129

Barry Ritholtz

FEBRUARY 8, 2023

It’s a very busy industry event – I suspect a ton of business is done, deals closed, and sales made. It’s also a monster networking event, where you get to meet new people and see old friends. This conference was created by Advisor Circle , which is the same team we work with producing FutureProof.

Sales 52

Sales 52

Barry Ritholtz

DECEMBER 7, 2022

There are periods of time when we all flip on the TV and watch live events unfold in real-time. National disasters, wars, crises, big entertainment and sporting events all tend toward communal viewing. As someone who is immersed 24/7 in the modern financial mediascape, I have a very skewed perspective.

Data Analysis 111

Data Analysis Entertainment Advertising Economics 111

PYMNTS

APRIL 14, 2020

Whether we are talking about spending money or receiving money from a disbursement, we will likely see the acceleration of digital payment adoption…” as one byproduct of the COVID-19 pandemic. “Social distancing doesn’t have to stop the flow of money in today’s digital world,” Ingo Money CEO Drew Edwards told PYMNTS.

Compliance 103

Compliance Planning Banking Technology 103

Michigan CFO

FEBRUARY 3, 2024

Every year Entrepreneurs’ Organization (EO) has a regional conference in the Midwest, and this year our local chapter hosted the event in Detroit. Over the 3 days there were many speakers, tours, and social events, winding up with the keynote speaker Earvin “Magic” Johnson – who apparently is very tall compared to me.

Entertainment 52

Entertainment CFO Sales 52

Corporate Finance Lab

MARCH 14, 2024

In response to the recent changes to the UK Listing Rules and the proposed EU Listing Act, we are pleased to invite you to our hybrid seminar on regulatory competition concerning capital markets between the EU and the UK. The in-person event will take place in the Law Faculty of the University of Cambridge, room G24.

Marketing 56

Marketing Economics Securities Accounting 56

Barry Ritholtz

SEPTEMBER 4, 2023

Friday is just a dead day.’ ( Financial Times ) • All That Empty Office Space Belongs to Someone : If the nearly 100 million square feet of office real estate stays empty, who loses? ( But can anyone survive the entirety of the 127 Yard Sale, an annual four-day event that stretches from Michigan to Alabama? ( ’ ” Wrong.

Education 107

Education Strategic Planning Sales Planning 107

Jedox Finance

MAY 17, 2022

When we think of literal seasons – spring, summer, autumn, winter – these are literal repeated events that happen every year like clockwork. In finance, we know there are annual events that substantially impact our data, like IRS filing deadlines. What is Predictive Analytics?

Finance 98

Finance Forecasting Quantitative Data Advertising 98

PYMNTS

JULY 2, 2020

No exact date has been given, but Business Insider reported that Amazon told one retailer to expect the event to be held around Oct. The news outlet quoted what it said was a leaked Amazon email to a supplier as stating: “Every year, Prime Day is a huge hit with customers, who enjoy some of the best deals of the year.

eCommerce 106

eCommerce Sales Retail Planning 106

Future CFO

MAY 5, 2024

Tricia Koh (TK): As a routined person who likes getting up early, I always start my day with a cup of coffee and workout. I work closely with my team, which spans across Hong Kong, Taiwan and South Korea, to ensure that we are meeting our targets and objectives. FutureCFO: What does a typical day look like for you?

Leadership 52

Leadership Risk Management Credit Risk Communication 52

Barry Ritholtz

FEBRUARY 14, 2023

His throwaway response of “ We don’t rule anything out ” was sufficiently ambiguous to set the conspiracy theorists atwitter. “Of Yet to rule out ” tells you very little versus “we believe that.” We spend far too much worrying about Black Swans than the mundane. Reducing the noise level in your process helps. “

Problem Solving 114

Problem Solving Investments Marketing Technology 114

PYMNTS

APRIL 13, 2020

That’s the nature of these events. Thanks to the world of digital and mobile commerce we are living in today, we have the necessary tools to survive during a time when businesses and schools are closed in the U.S. We built some of the first eWallets and online marketplaces. Black Swans Are the Sandbox of New Innovations.

Education 103

Education Financial Systems Entertainment eCommerce 103

Nerd's Eye View

MARCH 25, 2024

For example, while a seasoned team who has just finished a busy tax season may need a retreat that leaves them feeling "recharged", a more recently formed team full of new hires may benefit more from feeling "aligned" with each other and with the company's vision.

Construction 82

Construction Planning Practice Management 82

Future CFO

APRIL 21, 2024

Strong partnerships are built when CFOs can describe what success looks like and the metrics that we should be measuring success for any initiatives. Strong partnerships are built when CFOs can describe what success looks like and the metrics that we should be measuring success for any initiatives.

Finance 52

Finance Sales Communication Financial Systems 52

Regent Assay

OCTOBER 5, 2021

Regent Assay Technology sector lead Pradip Somaia is participating at the EMEA Canalys Forums 2021 event on 7 October as a Panel Member in the Strategy Expert Hub discussing M&A. Who should we sell our business to if we are looking for an exit? • Who should we sell our business to if we are looking for an exit?

Vendor Management 52

Vendor Management Technology 52

PYMNTS

MAY 29, 2020

That led to feelings of resentment by at least some renters, who felt their privacy was being invaded. We serve both markets,” contended Mattisson, “the people who want privacy for themselves and the people they share their home with, and the people who are using their homes in a ‘hospitality application.’ ”.

Benchmarking 101

Benchmarking Securities Leverage Healthcare 101

PYMNTS

AUGUST 12, 2020

The company said the event will feature “Amazon executives, current sellers and independent online-selling experts who will share their insights and ideas.”. event dedicated to seller success.” The event plans such seminars as “Growing to a $1 Million Business” and “Creating Great Listings.”

Economics 80

Economics Investments Sales Planning 80

Nerd's Eye View

SEPTEMBER 23, 2022

Also in industry news this week: How advisors can serve clients of the millennial generation who have seen their income and wealth grow as they have gotten older. A survey shows that more RIAs are outsourcing investment management, and that those who do are largely happy with the decision. Enjoy the ‘light’ reading!

Compliance 77

Compliance Investments Numbers Planning 77

PYMNTS

JANUARY 14, 2021

As the pandemic, eventually, moves to the rearview mirror — we might move from post-COVID to an era to be defined as post-convention. It’s no secret that the meetings and events industry has been hit hard as in-person events have shuttered, as seen this week with the Consumer Electronics Show (CES) taking to a virtual format.

Economics 68

Economics B2B Numbers 68

The Charity CFO

MARCH 9, 2022

Do you want your next fundraiser to be accessible for anyone who wants to attend, but don’t know where to start? This week on A Modern Nonprofit, Dr. Daniela Ferdico joins us to talk about sensory disabilities and how to make your special events accessible for everyone. The #1 way to make your events more accessible (5:52).

Nonprofit 52

Nonprofit Education Entertainment CFO 52

Future CFO

MARCH 21, 2024

The Preparation In preparation for an IPO , financial controllers must brush up on what’s involved, who the players are, and which pitfalls can derail the team, as this is not an overnight project, being immersed in processes and procedures for 18 to 24 months. Do we need to replace anything? • Do we need to replace anything? •

Budgeting 52

Budgeting Forecasting Accounting Finance 52

PYMNTS

NOVEMBER 18, 2020

This means providers — doctors who likely went to medical school with the goal of treating patients — have been thrust into the unfortunate job of being accounts receivable (AR) managers and bill collectors. In the accelerated, digital-first world, few things are more complicated than healthcare payments. But it doesn’t have to get worse.

Healthcare 124

Healthcare Banking Compliance Planning 124

The Charity CFO

MARCH 21, 2024

John Mark is on the other end of the phone for others who are seeking help in operational efficiencies and fundraising effectiveness. Thanks to John Mark & Tosha’s conversation, we identified the answer to this question. Channel B is a new event across town, which could attract a new market.

Nonprofit 52

Nonprofit Math CFO Economics 52

CFO Share

FEBRUARY 15, 2024

I recently met up with an old friend and entrepreneur who asked me for “CFO strategic planning help.” Manny struggled to answer, “The re-org just takes subordinates away from my one manager who’s having trouble keeping up. We can see through the emperor’s new clothes. Is his business struggling? Is he hoping to sell and retire?

CFO 52

CFO Strategic Planning Profit and Loss Numbers 52

Barry Ritholtz

MARCH 13, 2024

I’m Barry Ritholtz, and on today’s edition of At The Money, we’re going to discuss how you can tell when the Fed is going to start cutting rates. And as my friend Jim Grant likes to say, who writes the newsletter Grant’s Interest Rate Observer, it’s nice to have an interest rate to observe again.

Numbers 110

Numbers Marketing Treasury Economics 110

VCFO

FEBRUARY 8, 2023

As we close out 2022 and look ahead to 2023, I want to share more about what I consider a critical value to vcfo. By way of background, early in my career, I was very influenced by a local business owner who made a significant contribution to a program I was raising funds for as a young mother involved in PTA. At vcfo, we do both.

Nonprofit 80

Nonprofit Planning Strategic Planning Marketing 80

PYMNTS

SEPTEMBER 5, 2020

Every year, Americans cap off the summer with a collective mini-vacation called Labor Day — an event marked with barbecues, trips to the beach, catching a ballgame and pretty much doing as little labor as humanly possible. The event is proving popular enough that the online registration to party with Wood has actually filled up.

Advertising 73

Advertising Planning Technology Retail 73

Future CFO

MARCH 3, 2024

Today we feature Zen Soh (pictured), Manager of Commerce Finance, Robert Walters Singapore , who shares what excites her the most being a seasoned recruitment manager and what she has learnt from working with finance leaders. FutureCFO: What does a typical day look like for you? Can you tell us more about it?

Finance 52

Finance Manufacturing Startups Numbers 52

PYMNTS

APRIL 14, 2020

Ticketmaster has changed the phrasing of its refund policy for events to be held at a later time, and customers are dissatisfied with the reported update, according to USA Today. A page on the ticketing company’s website reportedly said in the past that refunds “are available if your event is postponed, rescheduled or canceled.”

Numbers 66

Numbers Accounting Planning 66

Barry Ritholtz

FEBRUARY 14, 2024

I’m Barry Ritholtz, and on today’s edition of At the Money, we’re gonna discuss whether war and inflation 20 somehow adds up to higher portfolio prices. So let’s start with your dad, Yale Hirsch, who founded the Stock Traders Almanac 60 years ago. We had been coming down for a few years. Since ‘66].

Marketing 122

Marketing Forecasting Numbers Technology 122

VCFO

NOVEMBER 4, 2022

The reason for that is that we are now living and doing business in a time unlike any we as individuals have ever experienced – a powder-keg-combustible period marked by extreme polarization and compounding disruptions happening as previously unimaginable innovations and opportunities are simultaneously emerging.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

PYMNTS

APRIL 10, 2020

Meanwhile, much of the workforce is out of office and not traveling to professional events, Prasad noted, but they’re still working, albeit from home from. We’ve actually taken about 30 of the LinkedIn learning courses that are typically behind a paywall and made them free,” Prasad said. “We’ve

Education 113

Education Healthcare Communication Economics 113

PYMNTS

MARCH 3, 2020

It just might turn out to be the saving grace for many events as the COVID-19 virus scatters plans and people. JFWO is working to bring collections online and will essentially stage a new online event with the cooperation of various media outlets. We have to think of ways to make people feel okay to buy or talk about fashion again.”.

eCommerce 92

eCommerce B2B Communication Planning 92

PYMNTS

JUNE 22, 2020

For those who planned their weddings for the spring or summer of 2020, it has doubtlessly been a rather stressful last few months, as the outbreak of a global pandemic arose and messed with everyone’s plans. We had a third of our guests who suddenly were not able to make it. So how does one build a virtual wedding?

Planning 79

Planning Construction Budgeting B2B 79