The Charity CFO

JANUARY 13, 2022

In-kind donations help your nonprofit get the resources you need to carry out your programs without asking for more cash. Here’s what this might look like: A food pantry receives a new walk-in freezer from an appliance store (donation of in-kind goods). Why accounting for in-kind donations matters.

Nonprofit 98

Nonprofit Accounting GAAP Accounting Principles 98

The Charity CFO

JANUARY 26, 2023

They’re ever busy trying to make a positive difference in their communities, which is why tax filing often comes as an afterthought. You see, a 501 nonprofit corporation is recognized as tax-exempt by the IRS but this doesn’t mean they are exempt from filing taxes. But why is this really important?

Nonprofit 52

Nonprofit Accounting Principles Profit and Loss Auditing 52

Barry Ritholtz

DECEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Then I think you’re gonna find this to be a fascinating conversation. 00:01:24 [Michael Fisch] Thank you Barry. You get a Stanford MBA. What was the original career plan?

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

The CFO College

MAY 12, 2021

5 Reasons Why Your Remote Bookkeeping Firm Isn’t as Successful as You’d Hoped. Getting started and then maintaining momentum is tough, making you feel like you have to pay your dues before you can establish a solid practice. ” You just have to know which mistakes to avoid.

Education 52

Education CFO Investments Budgeting 52

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? In this episode, you’ll discover…. What resource every accessible event must have (6:57). So I was really interested to hear a little bit more about, um, your work and what you’re talking about.

Nonprofit 52

Nonprofit Education Entertainment CFO 52

Boston Startup CFO

OCTOBER 13, 2015

If your company’s revenue is growing quickly, you have new investors and/or you’ve received venture capital, it could be time. I’ll admit, I was scared; scared of what I didn’t know. I’m not an expert in anything related to accounting, so I reached out to one of my networks to get people I could have do these functions.

CFO 52

CFO Tax Planning GAAP Budgeting 52

PYMNTS

MAY 5, 2018

Rain or shine, four times a year analysts and investors in publicly traded companies get a behind-the-scenes look at their investments wrapped around a summary of a financial performance for the quarter that just closed. What happened? I’m not here to convince you to buy our stock. Some things in life are predictable.

CFO 47

CFO Auditing Accounting Investments 47

CFO News Room

NOVEMBER 15, 2022

What’s unique about Stacey, though, is how, to gain more flexibility and independence for her firm, she and her partner decided to drop their FINRA licenses and launch their own RIA… while continuing their relationship with Commonwealth as their now-former broker-dealer platform.

Planning 130

Planning Accounting Compliance Math 130

CFO Talks

FEBRUARY 20, 2024

So, it’s a first for all of us and you’re the first CFO we interview. Farhaan: Thank you. Thank you for the invite. So yeah , you look fine on my side, on my screen. Farhaan : Mornin g, Nicola a s ! Nicolaas: Welcome to our first CFO Club presentation, podcast on LinkedIn Live. So, congratulations !

CFO 52

CFO Leadership Accounting Finance 52

Barry Ritholtz

OCTOBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. How did you end up at Vanguard?

Investments 109

Investments Profit and Loss Education Advertising 109

The Charity CFO

MAY 18, 2022

So rather than trying to define it, let’s look at some guidelines for what financial oversight looks like in real-life. What is Financial Oversight? But before we dig into what those look like, let’s talk about why fiduciary responsibility is such a big deal in nonprofits.

Nonprofit 105

Nonprofit Auditing Compliance Budgeting 105

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.

Planning 130

Planning Communication Profit and Loss Education 130

The Charity CFO

APRIL 5, 2022

If you’re like many people, you probably think that there is a single set of accounting rules that every company must follow. . Though both systems use the same numbers, looking at those numbers differently can give you a very different perspective on the state of your finances. So which accounting method is right for you?

Nonprofit 98

Nonprofit Accounting GAAP Auditing 98

Barry Ritholtz

NOVEMBER 14, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. If, if you had to guess someone would run through this path, you would, you would never assume, well, you’re gonna come outta law school and eventually you’re gonna be general counsel.

Math 52

Math Leadership Investments Entertainment 52

Centage

JULY 25, 2023

Though some businesses rely on Excel for budgeting and financial management needs, the software has some notable disadvantages that may make it a less-than-optimal solution for your business. To maintain multiple spreadsheets, you will be required to perform manual data entry.

Budgeting 98

Budgeting Financial Planning and Analysis (FP&A) General Ledger Forecasting 98

The Charity CFO

FEBRUARY 23, 2022

You think your information is encrypted… but is it? He helps clients pinpoint where they are most at risk, and the steps needed to secure their data online. Today’s biggest data privacy threat and why it causes such havoc for businesses (5:43). The one question you must ask if you outsource any work or data collection. (31:05).

Nonprofit 98

Nonprofit Accounting Healthcare Securities 98

Barry Ritholtz

JULY 18, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I thought this was a fascinating conversation and I think you will also. THOMAS WAGNER, CO-CHAIRMAN AND CO-FOUNDER, KNIGHTHEAD CAPITAL MANAGEMENT LLC: Thank you, Barry.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

The Charity CFO

MARCH 2, 2022

Is this you? “I If you struggle with feeling confident that your books are in order… and don’t know how to tell if they’re in order or not, this episode is for you. If you struggle with feeling confident that your books are in order… and don’t know how to tell if they’re in order or not, this episode is for you.

Nonprofit 98

Nonprofit Auditing Reconciliations Accounting 98

CFO News Room

FEBRUARY 5, 2023

If you are looking for advice on whether you should buy or sell Adani shares, based upon my analysis, you will be disappointed. If you are looking for advice on whether you should buy or sell Adani shares, based upon my analysis, you will be disappointed.

Marketing 130

Marketing Investments Auditing Restructuring 130

Musings on Markets

FEBRUARY 4, 2023

In response, people have fallen into two groups, with the Adani family and its supporters arguing that the short selling report is a hit job by a "foreign" entity to bring down not just the company, but also the country, and others noting that the report just reinforces what has troubled them about the company's meteoric rise in the last decade.

Investments 100

Investments Valuation Auditing Restructuring 100

Barry Ritholtz

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. If you’re interested in, in any aspect of commercial, residential, mortgage backed real estate, then you should absolutely listen to this. Sean Dobson : Thank you very much.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: It’s great to have you. You guys did a nice job, and that was, I don’t know, 12 years ago? With no further ado, MarketCounsel’s Brian Hamburger.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

Onplan

NOVEMBER 30, 2022

So, what is the best FP&A software? Weighing the advantages and the disadvantages of each vendor will help you and your organization narrow down the best option for your particular needs, and our guide intends to help you do that. The 10 best FP&A companies featured in this list are: OnPlan. Table of contents.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

MAY 2, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Ben Clymer took a buyout offer from UBS in 2008 right in the middle of the financial crisis and said, “I know what I’m going to do. How do you hire people? When do you do that?

Retail 64

Retail Advertising Numbers Economics 64

PYMNTS

FEBRUARY 25, 2017

You never know what you’re going to get.”. Lucky for all of us, the Academy Awards is almost nothing at all like real life — and as a result, we all have a pretty good idea of what we are going to get Sunday night. And why aren’t more of the movies about money? BEST DIRECTOR (Mastermind).

Auditing 46

Auditing B2B Numbers eCommerce 46

Barry Ritholtz

NOVEMBER 7, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I is really quite fascinating, starting with a buddy who who made a little money and he just gets sucked into the netherworld of everything. The FTX trials are getting underway.

Numbers 60

Numbers Profit and Loss Banking Finance 60

CFO News Room

NOVEMBER 19, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. Why it is important to first consider regulatory requirements and firm policy before giving clients gifts. Enjoy the ‘light’ reading! Author: Adam Van Deusen.

Planning 130

Planning Leadership Healthcare Accounting 130