Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. This made me decide to pursue my education in accounting. This responsibility is challenging but enjoyable — it allows me to demonstrate many skills such as financial and business analysis, communication, negotiation, influencing and thought leadership etc.

CFO 52

CFO Leadership Finance Problem Solving 52

CFO News Room

DECEMBER 5, 2022

In most cases, this involves asking the prospective client questions about both the technical needs of their situation (to ensure the advisor has an expertise match), along with questions about their communication and style preferences (to ensure the advisor has a relationship match). Or will the greater driver be ‘personality matching’ (e.g.,

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

NOVEMBER 3, 2022

In our 98th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a scarcity perspective can result in a firm’s loss of focus by trying to accommodate any and all clients regardless of their needs. There was that fourth one that was educational, but that doesn’t exist anymore.

Numbers 130

Numbers Planning Communication Marketing 130

CFO News Room

DECEMBER 1, 2022

” Everyone starts doing the math of what their typical clients pay multiply by 300 clients was like, “This is mind-blowing profitability, effectiveness of the firm. Carl: Well, unless you call Zoom technology, unless you call a content library technology, unless you call the ability to communicate real quickly technology.

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

DECEMBER 27, 2022

Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education. So we’ve built in what we want, the communication, and depending on the advisor. Let’s have John come in.”

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 6, 2022

It helped build my communication skills and my knowledge, because when you’re the one in the meeting saying the things, you’ve really got to own that information. And if you went through the math, it gave us hundreds of hours that a typical firm would spend. And that really helped build my confidence.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

FEBRUARY 13, 2023

Healthcare, education, not hugely cyclical, not interest rate sensitive. All of them, once you talk about health care, education, leisure, hospitality, hotel, et cetera. RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. It is too much.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And so, it’s a little bit of an educational process, but …. BITTERLY MICHELL: And so, one of the things that we did was we started communicating more frequently with our clients.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

SEPTEMBER 10, 2024

And so it’s, it’s sort of managing that, all of those different constituents with communication. Now, I, I feel like we educated the street in many ways going back 15, 20 years ago about this rate of change analysis going back to the early two thousands. So that’s the math. So that, that’s the challenge.

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

JUNE 6, 2023

It’s much deeper than math. I go, we don’t want one cent, you taught us how to be educated you taught us good values, we want you to spend every last cent and maybe even more. SETHI: Education alone is not the answer. Non-judgmentally, but let’s talk about what’s going on. SETHI: They reached out to me.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

Barry Ritholtz

NOVEMBER 19, 2024

Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. And there was people, Physics didn’t have, people, psychology didn’t have math, economics was kind of the right mix. The math doesn’t math. That was too abstract. Yeah, I’m gonna vote.

Profit and Loss 59

Profit and Loss Math Finance Economics 59

Barry Ritholtz

JULY 29, 2024

We wanna be sure that our communications tools leverage large language models so they can be highly personalized. 00:36:07 [Speaker Changed] The, the SEC is incredibly concerned that financial performance is the primary measure by which the advisor communicates to the investor their success. 00:41:16 [Speaker Changed] Yeah.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

AUGUST 29, 2023

There are an endless variety of business models and seeing how people operate that, it’s really an education, one that I think a lot of people coming out of school don’t think about, because you think about the sexy things. But the business side is really intriguing. Hey, I want to do venture capital.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

AUGUST 15, 2023

SEIDES: That allows you to make charitable bets based on long-term educational beliefs. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. What was interesting was I had said to him, “Well, let’s make this really educational. And so that’s what we did. So back in 2007.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

JANUARY 24, 2023

There was XO Communication and McLeod. RITHOLTZ: So it’s different math then I need 100x winner versus 99? And the first is, you set up the Modern States Education Alliance to look for solutions to the high cost of college education. I’ve been very involved in education reform for many years.

Mergers and Acquisitions (M&A) 105

Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Barry Ritholtz

MARCH 12, 2024

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. And I was always good at math and, and I had been writing code since I was in the sixth grade.

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

PYMNTS

JANUARY 19, 2017

Microsoft said the startup’s vision to create literate computers that can think, reason and communicate like humans is in lockstep with its own vision. Universities such as Butler, DePauw, Indiana and Purdue and the Rose-Hulman Institute of Technology also make higher education in the city a big selling point. The New Puerto Rico.

Math 44

Math Startups Manufacturing Nonprofit 44

Barry Ritholtz

JULY 15, 2024

And the good thing about Northeastern University, they have tremendously great cooperative education program that saved my life because it made me understand I did not want to be a double E or an engineering prof in my profession. I started out math and, and physics, and in high school I was a rock star in math and physics.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

SEPTEMBER 26, 2022

CASE: Well, actually when we started in 1985, it was — the Internet was restricted to government agencies and educational institutions. The math never seems to work out. Hayes, the communications modem company was in Atlanta, Georgia. Sprint, another communications company was in Kansas City. RITHOLTZ: Wow.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Startups Investments Healthcare 69

Barry Ritholtz

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. And so, it wasn’t just a fishing boat, it was an oceangoing factory, very impressive. And asked them, how much does one of these things cost, and they said, $20 million new.

Investments 128

Investments Math Banking Profit and Loss 128