Nerd's Eye View

MAY 31, 2024

Going beyond FPA’s existing PlannerSearch tool, the narrowed-down list is meant to help consumers identify a focused subset of the most reputable planners. Also in industry news this week: Legislation that has passed through the U.S.

Tax Planning 67

Tax Planning Education Compliance Communication 67

Nerd's Eye View

APRIL 30, 2024

What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.

Leverage 81

Leverage Education Planning Communication 81

CFO Thought Leader

JUNE 18, 2024

Recognizing that the company’s executives had differing visions, he proposed skipping the annual budget process to focus on a 5-year integrated plan. The plan’s success ultimately contributed to Ellucian’s acquisition by TPG for $3.5 billion, demonstrating the power of cohesive strategic financial planning.

CFO 52

CFO Advertising Budgeting Problem Solving 52

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

CFO News Room

DECEMBER 2, 2022

This also meant restating the previous three years of financial history and really scrutinising the numbers before converting it all into a consolidated group format. . “I When you come into a new business, it’s very difficult to stand by the numbers unless you get really involved in the details.” . “It The results of her changes.

Technology 130

Technology CFO Benchmarking Auditing 130

CFO News Room

JANUARY 13, 2023

Communication is a key function for think tanks, which are typically focused on disseminating findings on complex issues to diverse audiences. Similar to other archetypes, Field Builders rely on a robust communications function. Designers leverage internal expertise to design programs and approaches.

Prioritization 130

Prioritization Communication Leverage Leadership 130

CFO News Room

FEBRUARY 2, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Communication 130

Communication Planning Education Numbers 130

PYMNTS

OCTOBER 6, 2020

Jankowski noted that the pandemic had played havoc with a significant number of merchants. Against that backdrop, communication with end users could effectively avoid the dispute process among all stakeholders. Communication can be a proactive strategy, affirmed Jankowski.

Communication 82

Communication eCommerce Education Forecasting 82

Future CFO

JANUARY 27, 2022

According to the firm’s analysis of S&P 1200 company earnings call transcripts from 3Q20 through 3Q21, the number of companies mentioning inflation doubled from around 350 to just under 700, leading to an eightfold rise in keywords relating to inflation from around 850 to 7000.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

MAY 2, 2023

Some examples include the number of manual financial processes, the accuracy of financial reporting and financial forecasts, the time taken for the month-end close process and so on. Clear avenues for communication also ensure that different teams are able to come together to address challenges and resolve issues when necessary."

Finance 52

Finance Benchmarking Communication Leadership 52

Nerd's Eye View

FEBRUARY 21, 2023

Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households.

Math 52

Math Education Communication Planning 52

Nerd's Eye View

AUGUST 16, 2023

After all, financial planning is worth a lot more to clients when they act on the advisor's recommendations (and realize the projected outcomes), in contrast to the advisor simply handing clients "The Plan" that is never actually implemented.

Education 80

Education Planning Numbers Communication 80

PYMNTS

DECEMBER 14, 2020

When Bank of America Rewards Executive John Sellers glanced at his in-house numbers over the last year, the evidence was plain to see. One of the early lessons in communications most people learn, Dicso noted, is that to imprint information in a consumer’s mind, represent the information a few times. Tapping The Potential Of Video.

Banking 116

Banking Communication Prioritization Leverage 116

PYMNTS

FEBRUARY 24, 2020

For the accounts payable (AP) and enterprise resource planning (ERP) automation space, it’s no longer business as usual. Oracle Bets On Education-Centric Integration Strategy In Cloud Computing Race. Growth encouraged the media company to switch to automated processes. Combining ERP, AP To Power Workflow Automation, Payment Processing.

Accounts Payable 89

Accounts Payable Invoicing Education Reconciliations 89

CFO News Room

JANUARY 18, 2023

To be successful in the role, you must possess strong analytical and communication skills. Life insurance agents’ salaries vary depending on the type of life insurance policies they sell and other factors such as experience and education. Analytics is more than crunching numbers but also about making sense of a situation.

Leadership 130

Leadership Education Communication Problem Solving 130

CFO News Room

NOVEMBER 14, 2022

On a personal note, Penny is an advocate for the advancement of women in the financial services industry, and public education. Ideally, associate advisors would either already have met the education requirement for CFP certification or already have some experience as an advisor. performance reports).

Practice Management 130

Practice Management Planning Leadership Communication 130

PYMNTS

APRIL 2, 2020

The desktop version of popular app Facebook Messenger has arrived on Mac and Windows computers, letting people communicate via video chat during a time when everyone is using that means of communication. The shift has been a big one, considering young people had not been using Facebook as actively as other sites.

Communication 53

Communication Education Numbers Planning 53

Adam Kae

AUGUST 18, 2023

Strategic planning is your compass. Communicating Amidst Uncertainty Collaborative Decision-Making: Working Together to Navigate Challenges Picture this: Your ship hits rough seas, and your crew is getting anxious. You communicate. Transparent communication is your anchor in stormy waters. Education is our secret weapon.

CFO 52

CFO Communication Strategic Planning Education 52

CFO Thought Leader

JUNE 15, 2023

Mike DePrisco has a background in higher education and previously worked at the Project Management Institute before joining the IMA. And after doing that about 17, 20 years, and I was a college president for a number of years and so forth, I was looking for something different. I was a kid that grew up in the city.

Education 52

Education Leadership Finance Accounting 52

VCFO

MAY 19, 2022

Millennials now comprise 50% of the workforce, and trends show that number is expected to rise to 75% in the next few years. One of the biggest issues many millennials face upon entering the workforce is being saddled with significant education-related debt that acts as an albatross in their lives for years and years.

Communication 81

Communication Leadership Education Budgeting 81

CFO Talks

OCTOBER 19, 2022

My guest today is Tsungiriro Rukanda, she is the Director of Finance and Administration at South Africa Partners, it is a non-profit organisation facilitating collaboration between the United States and South Africa in the areas of health and education. What books are lying on your bedside table?

CFO 52

CFO Education Finance Accounting 52

The Charity CFO

NOVEMBER 10, 2022

Whether you are an educational, charitable, religious, sports, or other public-benefit organization, you need to have a good handle on your finances in order to make the most impact. As a 501(c)(3) organization, you are subject to a number of rules and regulations. Transparent and communicative nonprofit accounting services.

Nonprofit 52

Nonprofit Accounting Auditing GAAP 52

The Finance Weekly

NOVEMBER 20, 2022

Particularly CFOs have joined dark social in fast-growing numbers. Due to the strength of the community and the increasing desire for a hub of finance professionals to engage online, it has experienced a spectacular growth, going from 50 members in January 2020 to over 2,500 today. , Why you might ask?

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

OCTOBER 10, 2022

Before founding his own business, he was the CFO of Higher Health South Africa, it is an organisation which works in several areas to promote the health and wellbeing of students across South African tertiary educational institutions. I am originally from Zimbabwe, I went to school in Harare and I also completed my tertiary education there.

CFO 52

CFO Transportation Education Accounting 52

The Charity CFO

FEBRUARY 27, 2023

Long-term financial planning is critical to the success of your nonprofit. Treasurers may have a background in accounting, such as being a CPA or having education in nonprofit management, but this is not a requirement. Other qualities that a treasurer should have are great communication skills, and even creativity.

Nonprofit 52

Nonprofit Compliance CFO Leadership 52

Barry Ritholtz

JUNE 11, 2024

The transcript from this week’s, MiB: Peter Mallouk, Creative Planning CEO , is below. He has since built Creative Planning into one of the nation’s largest RIAs and an absolute powerhouse running over $300 billion. What was the plan for your career with that combo? Peter Mallouk : Hey, it’s great to be back, Barry.

Planning 62

Planning Mergers and Acquisitions (M&A) Investments Entertainment 62

CFO News Room

JANUARY 11, 2023

The banking industry includes banks, investment banks, commercial banking, personal banking, hedge funds, financial planning, and private equity firms. Some jobs require higher education and expertise, but many entry-level positions don’t require previous experience. Excellent communication and interpersonal skills.

Banking 130

Banking Financial Analyst Budgeting Investments 130

PYMNTS

JUNE 7, 2016

But as Edward Baker, Assistant Bursar at Cornell University, pointed out, the steps involved in accepting and processing these cross-border payments for higher education can be painstaking for both the schools and the students themselves. Over time that usage and that adoption is built up with communication from the school,” he added.

Planning 42

Planning Education Reconciliations Banking 42

The Charity CFO

JUNE 7, 2023

Louis for 40 years providing resources, education, and support to serve those affected by asthma and allergies. Our educational programs and advocacy also reach families, schools, and nurses all over Missouri and Illinois. You can make all the plans and strategies you want, but in the end, reality may have a different idea.

Nonprofit 52

Nonprofit CFO Leadership Education 52

CFO Simplified

DECEMBER 26, 2021

Plus, with the additional education and experience, a CFO brings a strategic financial view to the company. This involves planning for the future. At month-end, the controller may review financial statements, taking a first look to weed out significant transaction errors and looking into numbers of exceptions. Bookkeeper.

Finance 52

Finance General Ledger CFO Auditing 52

CFO News Room

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. Authors: Ben Henry-Moreland.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Planning 130

Planning Concentration Communication Tax Planning 130

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

OCTOBER 18, 2016

The bottom-line takeaway was that borrowers encounter a tremendous number of problems related to their student debt. That significance is compounded as the Department of Education has estimated that there are more than 8 million student loan borrowers who have not paid the monthly required payment in over a year.

Education 73

Education Treasury Communication Numbers 73

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

Future CFO

JUNE 13, 2022

Editor’s note: Finance executives could no longer succeed by focusing simply on numbers. In my fourth year, I was promoted to the position of corporate planning officer in the corporate planning department which undertook scenario planning and simulations. Career development requires a long runway.

Healthcare 52

Healthcare CFO Leadership Finance 52

CFO Leadership

OCTOBER 10, 2023

This makes them versatile tools in various fields such as education, customer service, and even creative writing. AI in the “Real World” While these powerful tools seem to have a near mastery of natural language communication, they are not necessarily designed to possess many of the skills required by finance and accounting professionals.

Finance 95

Finance Accounting Auditing IFRS 95