The Charity CFO

JANUARY 17, 2022

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). The basic accounting principles for nonprofit organizations are the same as accounting for for-profit companies. . But you don’t pay your vendors until October and November.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

CFO News Room

NOVEMBER 22, 2022

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 13, 2022

He’s a loss leader.” They call it whatever compliance tells them to call it. Their compliance has to approve everything. If you’ve done any type of seminar planning like that, you’ll find that, for some reason, some are super profitable, and others maybe not. Terry: Exactly.

Planning 130

Planning Profit and Loss Numbers Leadership 130

Barry Ritholtz

JUNE 27, 2023

.” RITHOLTZ: So people also should realize, for those of you who’ve never traded futures, it’s not like options where essentially you could put up your losses in advance and all they could do is go to zero. RITHOLTZ: Put up your losses in advance. And so it’s one of these things that math works.

Math 59

Math Risk Management Profit and Loss Marketing 59

Barry Ritholtz

MARCH 27, 2023

It’s a matter of making better decisions and being more profitable. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. That’s an amazing lesson in life, right, to take failure and losses as business as usual. RITHOLTZ: Yeah.

Investments 114

Investments Restructuring Profit and Loss Finance 114

Barry Ritholtz

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. So the actual source of profitability in that trade is not the level of the vix, but the shape of the vol surface.

Concentration 69

Concentration Valuation Marketing Investments 69

Barry Ritholtz

JANUARY 24, 2023

But as a private equity owner, again, first of all, you do invest heavily of your own money in the transactions, plus you have additional ownership through, you know, the carried interest, the profits interests. You got 60 percent of losses ahead of you. RITHOLTZ: So it’s different math then I need 100x winner versus 99?

Mergers and Acquisitions (M&A) 105

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