CFO News Room

NOVEMBER 13, 2022

But more importantly, marketers know from experience that when the economy turns, their budget is an easy target. During the pandemic, we saw numerous productive marketing advances, many of which were long overdue — from more agile budget allocation to accelerated digital transformation connecting marketing and e-commerce.

Budgeting 130

Budgeting Marketing Math Advertising 130

VCFO

AUGUST 11, 2022

Renewable energy by nature demands different talent pools with more advanced technical and math skills to help guide the initiatives. ” A Battle for Budget. At the same time, departments within individual organizations are also scrambling for more from a budget pie that isn’t getting bigger. A Need to Think Differently.

Math 93

Math Budgeting Prioritization Risk Management 93

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52

Math Investments Leadership Entertainment 52

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. Mindy: I mean, a lot of times they’ll say stuff like, “Time to prioritize this.” What kind of responses do you get? Mindy: Yeah.

Planning 130

Planning Investments Accounting Numbers 130

CFO News Room

DECEMBER 27, 2022

So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. ” But I know just the math of that is hard. We need to prioritize our time. “I’ve been working for 10 or 20 years, I’ve accumulated some dollars.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Securities 130

CFO News Room

DECEMBER 20, 2022

” And so, a lot of it would be age-based, and so I would essentially say I can do a topic for people who are early-career, and I can talk about budgeting and debt reduction. Mid-career, I might talk in a group presentation about just the investments and kind of initial planning conversations.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

JUNE 6, 2023

That’s one part financial freedom, one part prioritization of your life, and one part less stress and worries about financial matters. You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget. Everybody hates the word budget. I hate budgets myself.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52