Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Tax Planning 79

Tax Planning Auditing Leverage Investments 79

Nerd's Eye View

AUGUST 15, 2023

Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Leverage 92

Leverage Prioritization Sales Education 92

Nerd's Eye View

DECEMBER 4, 2023

Welcome to the December 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Leadership 79

Leadership Planning Technology Numbers 79

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. Author: Penny Phillips.

Practice Management 130

Practice Management Planning Leadership Communication 130

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. As we emerge from the COVID-19 pandemic era, new college graduates entering the workforce have very different ideas and expectations about what work looks like compared to those before them.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

Nerd's Eye View

NOVEMBER 29, 2022

Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.

Leverage 90

Leverage Planning Investments Numbers 90

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Planning 79

Planning Compliance Technology Startups 79

The Finance Weekly

JUNE 7, 2023

Nevertheless, before we embark on our beach retreat, we have some noteworthy updates regarding recent changes in CFO positions. CFO Pros on the Move May 2023 Valerie Lightfoot | Xwell Travel health and wellness services provider Xwell appointed , Valerie Lightfoot as CFO, effective June 12.

CFO 52

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

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 87

Communication Tax Planning Technology Planning 87

The Finance Weekly

MARCH 1, 2023

In this article, we have compiled a list of the biggest CFO moves that took place in February. Krusmark has been associated with the mattress and bedding company since 2005 and has served in various financial leadership positions. Kennedy was previously the CFO at Canadian retailer Roots since 2020.

CFO 52

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

Nerd's Eye View

SEPTEMBER 26, 2023

Welcome back to the 352nd episode of the Financial Advisor Success Podcast ! Bridget is the President of WealthChoice, a virtual independent RIA that oversees nearly $80 million in assets under management for 68 client families, and Co-Founder of Equita Financial Network, an advisor platform that helps advisors plug in and share resources.

Leverage 82

Leverage Planning Compliance Investments 82

Nerd's Eye View

JANUARY 31, 2023

Welcome back to the 318th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ali Swart.

Retail 76

Retail Planning Finance Investments 76

CFO News Room

NOVEMBER 13, 2022

Regardless of where a marketer sits, we know acquiring a customer can be costly. Some have argued it is five times (or even higher) the cost of keeping those we already have. We should also remember that tough circumstances can breed innovation. But the financial pressures facing the C-suite are extremely acute and real.

Budgeting 130

Budgeting Marketing Math Advertising 130

PYMNTS

DECEMBER 23, 2020

The 6-year-old who get his hands on Mom’s iPad and manages to rack up $16,000 worth of credit charges for online gaming. The teenager with a Fortnite habit who manages to clean out Dad’s checking account via the debit card linked to the gaming account. Step aims to fill that hole by creating what it calls “family banking services.”

Banking 128

Banking Education Construction Accounting 128

Nerd's Eye View

JANUARY 24, 2023

Welcome back to the 317th episode of the Financial Advisor Success Podcast ! Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households. My guest on today's podcast is Jennifer Climo.

Practice Management 86

Practice Management Planning Communication Leverage 86

Future CFO

MAY 31, 2023

Technology has made financial reporting easy for everyone involved in the process, from the finance and accounts team preparing reports to the regulators, investors, and others who use those reports. We also do support asset accounting and tax reporting," he added.

Finance 98

Finance General Ledger Prioritization Auditing 98

CFO News Room

JANUARY 5, 2023

Economics textbooks often use the allegory of a maker of nails, who receives word that his measure of success at producing nails will be based on the number of nails made. Once your incentives are aligned in service of a particular metric, in other words, that metric isn’t an objective measure anymore. . Universities Hack the Rankings.

Education 130

Education Leadership Economics Communication 130

CFO News Room

JANUARY 17, 2023

Welcome back to the 316th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Matt Sonnen.

Planning 130

Planning Technology Investments 130

Nerd's Eye View

JULY 26, 2022

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine. Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households.

Planning 88

Planning Problem Solving Profit and Loss Prioritization 88

Nerd's Eye View

OCTOBER 24, 2023

Welcome to the 356th episode of the Financial Advisor Success Podcast ! Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. Welcome everyone! Read More.

Planning 72

Planning Budgeting Communication Marketing 72

The Charity CFO

APRIL 24, 2024

Some of the most common KPI categories for nonprofits include financial, program-related, and operational metrics. Financial KPIs Financial KPIs are often some of the most important indicators of the health of an organization. Financial KPIs, in particular, are some of the most important tracking metrics for any organization.

Nonprofit 52

Nonprofit Auditing CFO Finance 52

The Charity CFO

JANUARY 12, 2024

Financial forecasting is a term you’ll hear thrown around in the business world quite often—but in the world of nonprofits, it can be difficult (and even downright impossible) to plan your organization’s finances with any degree of certainty. The best way to do this is through financial forecasting.

Nonprofit 52

Nonprofit Forecasting Budgeting Strategic Planning 52

The Charity CFO

JUNE 7, 2023

Their tagline states: We help children breathe. Specifically, the organization has been serving St. Louis for 40 years providing resources, education, and support to serve those affected by asthma and allergies. The financial piece of this is the mission of The Charity CFO.

Nonprofit 52

Nonprofit CFO Leadership Education 52

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

VCFO

SEPTEMBER 21, 2023

Whether the plan is a near term sale or a sale transaction in the distant future, proactively identifying and adopting the right strategies and activating the optimal value creation levers will result in the maximization of value and the accomplishment of owner overall financial objectives.

Valuation 87

Valuation Marketing Benchmarking CFO 87

Beacon CFO Plus

JUNE 29, 2023

by Rob Joseph, Director, BeaconCFO Plus Bringing High-Level Financial Expertise to Your Company Perhaps your business has never operated with a full-time CFO. Or, maybe you had a full-time CFO who has now left the organization and you’re wondering what to do next. If things change over time, we can adjust.

CFO 52

CFO Budgeting Forecasting Leverage 52

CFO Thought Leader

SEPTEMBER 5, 2023

“When I was 13 or 14 years old, I walked into a motorcycle shop to buy my first bike and they ended up hiring me to sweep floors and haul trash,” recalls Boor, who over the next 10 years segued from maintenance to the service department, to parts management, to sales management, to being general manager of the store.

CFO 52

CFO Nonprofit Leadership Finance 52

CFO Thought Leader

OCTOBER 8, 2023

spin off Hewlett Packard Enterprise as a newly created company, and sell off its enterprise services business. “As Roughly 2 years into his M&A stint, Linford joined HP’s software business, where he served as finance leader for newly formed HP Enterprise.

CFO 52

CFO Leadership Finance Banking 52

PYMNTS

MARCH 10, 2020

Ant Financial , a division of China’s eCommerce giant Alibaba, has launched a three-year strategy to make its Alipay mobile app platform available to 40 million service providers so they can digitize their offerings, Alipay said in a press release on Tuesday (March 10). The IPO stalled due to regulatory and profitability issues.

eCommerce 99

eCommerce Planning Banking Technology 99

Future CFO

DECEMBER 17, 2023

This is another thing that the LexisNexis Risk Solutions Payments Efficiency executive thinks is challenging for corporate specialists, taking note of push payment fraud, which serves as a consequence of digitisation and the rise of instant payment systems. Edward Metzger “We need to make sure we don’t create more complications here.

Forecasting 90

Forecasting Finance Treasury Cost Management 90

CFO Thought Leader

MAY 28, 2023

However, what’s important to note is that this period predated the wide deployment of EDGAR, the database system that electronically automates the collection, validation, and acceptance of financial documents by the government’s SEC division. We hear this repeatedly on earnings calls.

CFO 52

CFO Corporate Finance Treasury Leadership 52

PYMNTS

JULY 30, 2020

The ATM isn’t living up to its full potential, a fact that’s really starting to come into focus for financial institutions (FIs) under COVID-19. The days of the ATM serving as just a quick cash dispensary are numbered, Sonia Sedler , Diebold Nixdorf ’s global head of managed services and banking strategy, told PYMNTS in a recent discussion.

Banking 118

Banking Leverage Numbers Retail 118

The Finance Weekly

JANUARY 2, 2023

As we begin a new year, it is important that finance professionals look back and review the trends of the previous 12 months. A recent , study conducted by Datarails, a financial planning, and analysis company, reveals the pay of CFOs across 12 sectors but finds that the CFO has the worst job security of the major C-Suite Positions.

CFO 52

CFO Finance Entertainment Corporate Finance 52

VCFO

OCTOBER 10, 2023

Effective strategic planning first requires owners, who tend to get heads down running their business, to pause and articulate what they want to work towards. The owner of this seasonally oriented service company builds up cash in peak periods to get through slower months and has ~$1M sitting stagnantly in a bank account as a result.

Strategic Planning 83

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 83

CFO Leadership

AUGUST 12, 2021

Maria Duanne Andrade, Chief Financial and Strategic Officer, Solar and Energy Loan. Maria Duanne Andrade, Chief Financial and Strategic Officer, Solar and Energy Loan Fund (SELF ). Maria, (also known as Duanne) co-leads SELF, reporting directly to the board on strategic, operational and financial matters. Meet Our Honorees!

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

PYMNTS

NOVEMBER 30, 2020

Velo Labs, Visa and Lightnet Group will work together on payment offerings targeted at serving the micro, small and medium enterprise (MSME) lending market in Asia, the announcement stated. We are providing customers from the MSME market with another pathway to build credit and improve financial wellness.”.

Forecasting 79

Forecasting Securities Finance Investments 79

The Charity CFO

JANUARY 22, 2024

The nonprofit exists today to provide a central network for America’s Heroes to find volunteers willing to board their pets during times of service or hardship. DoD’s Mission is to give America’s Heroes peace of mind concerning their pets during service or hardship through connection, compassion and care. So how does it translate?

Nonprofit 52

Nonprofit CFO Education Investments 52