CFO News Room

NOVEMBER 21, 2022

The purpose of a meeting season is not to maximize the number of client meetings in a short period of time; rather, it’s to allow an advisor to batch and organize their client service into themes throughout the year, maximizing efficiency and efficacy. software changes). When Clients Can’t Meet.

Planning 130

Planning Communication Concentration Tax Planning 130

CFO Talks

SEPTEMBER 13, 2024

It’s clear that African CFOs are highly focused on education and development, perhaps because there’s so much investment and growth happening in Africa. In terms of my education, I hold a BCom in Accounting from the University of Eswatini and a postgraduate diploma from the University of South Africa (UNISA).

Finance 97

Finance Auditing CFO Leadership 97

E78 Partners

SEPTEMBER 17, 2024

Exact numbers are hard to come by, but the presence of Private Equity has been a contributing factor to the rapid growth within the MSO space. However, as the demand for MSO services grows, and the number of clinics supported increases, common challenges emerge, namely staffing, scaling, capital access, and cybersecurity.

Healthcare 52

Healthcare Compliance Concentration Securities 52

E78 Partners

SEPTEMBER 17, 2024

Exact numbers are hard to come by, but the presence of Private Equity has been a contributing factor to the rapid growth within the MSO space. However, as the demand for MSO services grows, and the number of clinics supported increases, common challenges emerge, namely staffing, scaling, capital access, and cybersecurity.

Healthcare 52

Healthcare Compliance Concentration Securities 52

Global Finance

SEPTEMBER 9, 2024

AI’s positive impact will be concentrated, initially, “in a limited number of sectors.” Srivastava, an economist and chief policy adviser at Ernst & Young India.

Economics 105

Economics Construction Leverage Technology 105

Future CFO

AUGUST 3, 2023

When it comes to mega deals, there was a decline in numbers this quarter with some notable exceptions. billion) and India-based educational technology company Byju’s ($700 million). billion) and India-based educational technology company Byju’s ($700 million). billion in exit value in Q1’23 to $51.5

Investments 52

Investments Concentration Startups Education 52

The Charity CFO

DECEMBER 23, 2024

Days of Cash on Hand Days of cash on hand: (Average daily operating expenses) / (Current cash and cash equivalents) This represents the number of days an organization can operate without additional cash flow. Maintaining higher cash reserves can mitigate the risk associated with high revenue concentrations.

Nonprofit 52

Nonprofit Numbers Profit and Loss CFO 52

Future CFO

APRIL 15, 2020

However, the degree of the dip varied depending on a number of attributes. It was greater in the case of younger, better-educated and more experienced CEOs, as well as for organisations with above-average power concentration at the top of the hierarchy, INSEAD said.

Profit and Loss 40

Profit and Loss Concentration Education Economics 40

PYMNTS

AUGUST 16, 2016

India’s smartphone users are expected to number 244 million in 2017, surpassing the number of smartphone users in the U.S. The company also offers mini educational webinars, which require only small amounts of data, on subjects such as how to dress for a job interview. One of those routes to market is the availability of cash.

Concentration 40

Concentration Advertising Education Planning 40

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Luckily, advisors have a large number of ways to add value to their clients’ lives (more than 101 in fact!),

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

DECEMBER 6, 2017

Bernstein told Webster that Freebird has been implemented across a wide range of companies – from the Fortune 500 to relatively small start-ups – and across a wide variety of verticals, including education, manufacturing, pharmaceuticals and technology. “If So, we’ve concentrated our resources here.”. So, how does it work?

Pharmaceutical 45

Pharmaceutical Education Concentration Numbers 45

CFO News Room

NOVEMBER 22, 2022

There was a former school principal that explained what educators and staff feel like these days, and there was reports of online behavior exemplified by the emails received by one customer support team of a video game company in which a customer was upset about some experience they had in the game. Get your act together.”

Healthcare 100

Healthcare Education Concentration Planning 100

PYMNTS

JANUARY 13, 2017

New Zealand was ranked the number one country in which to start a business by the World Bank Doing Business Report 2016. According to the New Zealand Trade and Enterprise , Wellington maintains the highest concentration of web-based and digital technology firms in the country. Wellington’s unemployment rate of 5.7

Startups 47

Startups Concentration Education Numbers 47

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. I know our education plan is on track for retirement.”

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 5, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: DPL Partners launches a new advisor-matching solution to solve for the inbound demand of consumers increasingly seeking out a new crop of no-commission annuity products.

Planning 130

Planning Technology Valuation Communication 130

CFO Talks

JUNE 2, 2022

Dean Schweizer is CFO of Astoria Investments, a public company listed in Mauritius, with investments in sectors like retail, mining, alternate gaming, education and asset-backed finance into the vehicle trade industry. Then we have an education business that focuses on teaching people to become beauticians and hairdressers and so on.

Auditing 52

Auditing Education Investments Construction 52

Future CFO

APRIL 14, 2024

I attempted to make an educated guess, but he easily spotted a flaw in my answer. You measure your success based on your individual achievement—the number of strokes it takes you to complete a hole—regardless of what the other players are doing. Every swing demands focus, concentration and coordination.

Finance 52

Finance Concentration CFO Transportation 52

PYMNTS

NOVEMBER 13, 2019

million consumers subscribe to consumer retail products, whereas streaming has three times the number of subscribers at 123.6 Streaming subscribers are concentrated among millennials (82.9 Respondents with higher incomes and education levels are also likelier to spend more on consumer retail product subscriptions. billion.

Retail 42

Retail Concentration Education Marketing 42

PYMNTS

NOVEMBER 13, 2019

million consumers subscribe to consumer retail products, whereas streaming has three times the number of subscribers at 123.6 Streaming subscribers are concentrated among millennials (82.9 Respondents with higher incomes and education levels are also likelier to spend more on consumer retail product subscriptions. billion.

Retail 40

Retail Concentration Education Marketing 40

PYMNTS

MAY 2, 2017

Department of Education [DoE]), 1.1 “By number of individuals, 21-to-34-year-olds were the greatest source of expected spending on big-ticket purchase items over the next 12 months. Issues now are more or less concentrated in the subprime and near-prime lending categories. million new loans slid into default last year.

Concentration 41

Concentration Education Forecasting Accounting 41

The Finance Weekly

OCTOBER 13, 2021

Universities had to move to online learning when students were suddenly obliged to stay at home due to local health restrictions, while still providing them with a good educational experience. Concentrate on particular areas of improvement. These shifts are still happening in every industry.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors.

Investments 119

Investments Marketing Profit and Loss Banking 119

CFO Talks

JUNE 2, 2022

Dean Schweizer is CFO of Astoria Investments, a public company listed in Mauritius, with investments in sectors like retail, mining, alternate gaming, education and asset-backed finance into the vehicle trade industry. Then we have an education business that focuses on teaching people to become beauticians and hairdressers and so on.

Auditing 40

Auditing Education Investments Construction 40

Global Finance

SEPTEMBER 5, 2024

In 2023, the lab honed its focus to concentrate on startups between seed and Series A funding stages. The lab concentrates on several technological areas: AI, data science, immersive media, and the Internet of Things. billion), numbering more than 37,000 scam cases. Enter AI Skynet. “AI It offers a broad partner ecosystem.

Startups 52

Startups Banking Finance Technology 52

Barry Ritholtz

JULY 11, 2023

” Who are the number one users of TurboTax? And you see that in the numbers, right? You have half the number of public companies that you had in 2000. RITHOLTZ: And we end up, you know, importing a decent number of engineers from the best Indian schools. I don’t want to deal with it. It’s the CPAs.

Mergers and Acquisitions (M&A) 88

Mergers and Acquisitions (M&A) Investments Finance Technology 88

CFO News Room

DECEMBER 6, 2022

And at the time, Ameriprise had rules around you had to be within a certain number of miles from your primary office, and if you weren’t, you couldn’t be associated with that office anymore. That’s just how the numbers sorted out. So there were a lot of things that came together. Natalie: Yeah. Michael: Interesting.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Investments 64

Investments Marketing Numbers Risk Management 64

Barry Ritholtz

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. But there’s so much importance in the purpose of education and telling people what to look at, because that’s what I’ve benefited from going to Morningstar. It’s so easy today to look at concentrated risk, active share — NORTON: Right.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

SEPTEMBER 10, 2024

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, that’s number one. Because the claims numbers were better. Mine has always been based on rate of change analysis. Is low, right?

Valuation 64

Valuation Investments Economics Marketing 64

Musings on Markets

AUGUST 15, 2023

It is true that nominal rates follow a smoother path than the intrinsic risk free rates, but that is to be expected since the ten-year rates represent expected values for inflation and real growth over the next decade, whereas my estimates of the intrinsic rates represent one-year numbers.

Investments 85

Investments Currencies Treasury Hurdle Rate 85

PYMNTS

JANUARY 23, 2020

Lagging firms are currently stuck: The amount of available real-time payment networks and methods has increased in recent years, as has the number of customers using eWallets for their financial needs. The instant payments education gap. More online options and real-time payment rails have cropped up in the U.S.

B2C 56

B2C Healthcare Concentration Entertainment 56

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. SEIDES: That allows you to make charitable bets based on long-term educational beliefs. What was interesting was I had said to him, “Well, let’s make this really educational. Less, 20, 30%? And — RITHOLTZ: What?

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

JULY 29, 2024

Not only has she been named to a number of hundred most influential women in finance, I don’t know many people who have seen as much of this industry on the front lines as she has for as long as she has, and is now in a position to very much drive change within the industry as CEO. Natalie Wolfson is CEO of Orion.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

JUNE 13, 2023

And that could be painful, because someone will have to take the pain, even if, unlike 2008, where the risk was concentrated on banks’ balance sheet, today is much more spread across, let’s say, asset managers. And then you, obviously the real estate, many areas that were over-levered at the wrong cost. I understand why.

Investments 59

Investments Banking Entertainment Valuation 59

CFO News Room

DECEMBER 6, 2022

Magness is Senior Research Faculty and Director of Research and Education at the American Institute for Economic Research. He also maintains an active research interest in higher education policy and the history of economic thought. He is also co-host of the Words & Numbers podcast. Selected Publications. Magness and AIER.

Economics 130

Economics Education Concentration Numbers 130

CFO News Room

DECEMBER 23, 2022

In addition, 27 cities and counties will increase their minimum wages on January 1, adding to the number of workers likely to see increased earnings. Although workers with only a high school degree or less education are the group most likely to be affected, 40.9% The most concentrated impacts are among Hispanic workers (21.8%

Economics 130

Economics Numbers Concentration Accounting 130

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. It’s going to make numbers look really good because you’re not forced to make a decision, because you don’t want to sit there earning half a percent. RITHOLTZ: And that’s got to help ROI.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Investments Construction Concentration 64