Remove Concentration Remove Financial Reporting Remove Forecasting Remove Risk Management
article thumbnail

Financial Planning for Efficient Financial Management

Spreadym

Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently. Risk Management: Assess your insurance needs, including health, life, disability, and property insurance, to protect against unexpected events that could impact your financial well-being.

article thumbnail

216: Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO

CFO Talks

The conversation delves into the evolving landscape of the telecom industry, the impact of technology on business models, and the necessity for CFOs to embrace change and innovation, particularly in leveraging AI for forecasting and strategic planning. It helps you actually look into the future and forecast. Farhaan: Sure.

article thumbnail

Transcript: Kristen Bitterly Michell

Barry Ritholtz

BITTERLY MICHELL: … risk management. 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. BITTERLY MICHELL: Not in leveraged, no, not at all, give more ….