Future CFO

NOVEMBER 29, 2023

Editor’s note: Kris Giswold (pictured), Senior Vice President, Finance, Asia Pacific, Middle East & Africa (AMEA), at Mondelez believes that female leaders can bring a diverse perspective and lens to the table to help companies make better decisions. The interview is part of FutureCFO's Fem ale Leadership in Finance Series.

Finance 52

Finance Leadership Auditing Math 52

The Finance Weekly

FEBRUARY 23, 2022

A study by the University of Baltimore and Excel-based FP&A company, , DataRails , lays out the full economic costs of businesses sticking with manually prepared financial reports. Breaking down the Math. This number represents how much of an economic uplift could occur “if FP&A departments hit a conservative 0.1%

Financial Planning and Analysis (FP&A) 83

Financial Planning and Analysis (FP&A) Profit and Loss Budgeting Math 83

Barry Ritholtz

JULY 24, 2024

Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. to personal finance and has sold six million copies worldwide. None of the intelligence matters unless the behavior actually clicks and is working and finance is the exact same. I’m Barry Ritholtz.

Math 109

Math Investments Finance Marketing 109

CFO News Room

NOVEMBER 18, 2022

In an interview with Lynn Parramore of the Institute for New Economic Thinking, Nomi Prins takes up and extends the argument that she has made over a series of books, that central bankers are ever-more administering policies that are good for the markets but very bad for the real economy and real people. economy and Wall Street.

Banking 100

Banking Economics Leverage Marketing 100

The Charity CFO

FEBRUARY 17, 2022

Doing some simple math (25% x 12 months = 3 months), we can safely say that you should start with a goal of at least 3 months of expenses as your operating reserve. What’s the economic health of your community? . It’s like in your personal finances when you use your vacation fund to go out for pizza or pay for an oil change.

Nonprofit 98

Nonprofit Budgeting CFO Math 98

CFO Thought Leader

SEPTEMBER 29, 2024

In the mid-2000s, the world’s attention increasingly began to focus on Asia, attracted not just by the region’s rapid economic growth but also by the 2008 Beijing Olympics. This risk mitigation mindset has helped me make more informed decisions as a finance leader.” Having grown up in Los Angeles after her family […]

CFO 52

CFO Math Economics Finance 52

The Charity CFO

JANUARY 17, 2022

You need to get a better grasp of your organization’s finances now. 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). Revenue is inflows that increase economic wealth. It’s a necessity. Statement of Cash Flows .

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

The Charity CFO

MARCH 21, 2024

For example, over the last 10-12 years, the economic environment has been rather friendly. In essence, because the economic environment has been favorable, a non-profit can take time figuring out where the group wants to spend its time. Then it comes down to the math of the conversions. Get the free guide!

Nonprofit 52

Nonprofit Math CFO Economics 52

PYMNTS

OCTOBER 26, 2017

If these people were offered something more palatable, what kind of economic opportunity would that open for them? He suggested that people are overpaying for financing when they instead could be seen as a long-term bond. Where could they shop, what could they do? These are lost opportunities.”. A Different Type of Credit. Can It Work?

Math 49

Math Education Finance Budgeting 49

VCFO

DECEMBER 10, 2021

You can do your own math on what this will mean to you. There is significant debate on the causes with two [mainstream] competing theories – Keynesian and Monetarist Economics. It won’t be in one line called inflation but will be spread out across your income statement in increased costs for labor, materials, and opex.

Currencies 55

Currencies Profit and Loss Foreign Exchange Math 55

PYMNTS

MARCH 31, 2016

More often than not, the discussions revolve around economic redistribution as some kind of zero-sum game between the haves and have-nots — the side with the most money is the side that wins. percent in 2014 from just 8.8 percent in 2009).

Budgeting 40

Budgeting Retail Math Transportation 40

PYMNTS

MARCH 17, 2017

Evans, chief economist and founder at Global Economics Group, and a quartet of CEOs sat down to discuss how commerce has been wending its way speedily across borders. People like to believe algorithms are neutral — and purely rational mathematical deductions — when, in fact, they are man-made models codified by math.

Math 41

Math Securities Auditing Communication 41

PYMNTS

OCTOBER 3, 2017

But at some point, unit economics has to play a part, and when they sit back and do the math and discover that they are spending more on their customers then they are making, they’ll end up in trouble.”. “[The SMB alternative lending market] is huge – and many alt lenders are working fast and furiously to get customers,” Okeshola said.

Math 43

Math Banking Marketing Startups 43

Barry Ritholtz

FEBRUARY 6, 2024

And then at some point after my PhD school studies, we could get into that if you like, but I kind of decided to switch and finance was kind of what was available for me at that point. 00:05:02 [Speaker Changed] So, so how does the transition to finance take place? How did you, how did you find your way to both finance and GMO?

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

SEPTEMBER 19, 2023

So how does that relate to finance? And so they were both in finance and I decided that must be the absolute last thing I ever wanted it to do. One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. So people really ask you, you take French and can you do math.

Investments 59

Investments Math Risk Management Benchmarking 59

Barry Ritholtz

JANUARY 16, 2024

Barron’s 100 most influential women in US finance, lots and lots of others. You, you study real estate, finance and entrepreneurial management at Wharton. I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. So, so let’s dive into your background.

Investments 105

Investments Marketing Transportation Finance 105

Barry Ritholtz

SEPTEMBER 12, 2022

It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I love statistics.

Investments 119

Investments Marketing Profit and Loss Banking 119

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And I’ve seen that a lot of times people start to think differently about their finances once they have that kind of context.

Planning 130

Planning Investments Accounting Numbers 130

PYMNTS

MARCH 14, 2016

Well, it is “an innovative new payment platform created to transform the payments industry by drastically altering the economics through Internet-based technology, generating significant consumer benefits.” The new economics of multisided platforms provides tremendous insights into the fizzles waiting to happen. What is it you ask?

Startups 43

Startups Economics Math Securities 43

PYMNTS

AUGUST 5, 2016

But, don’t you worry, it’s all math-based so nothing can go wrong, so keep clinging to that. As we account for individualized customer losses, we may need to settle open margin positions, associated financing, and/or collateral affected by the breach,” Bitfinex said in their blog post confirmed the attack.

Profit and Loss 43

Profit and Loss Currencies Accounting Securities 43

CFO News Room

DECEMBER 27, 2022

And the idea of it is this recognition that when people go through life transition events, it tends to be very disruptive for what they’re doing with their money, what they’re doing with their finances, and otherwise known as opportunities when financial advisors tend to get hired and engaged. John: That’s right.

Mergers and Acquisitions (M&A) 130

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

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Ken Rogoff is an esteemed professor of economics at Harvard University. It’s not the use of £500 notes for financing terrorism that the European governments are worried about, it’s bitcoin. Welcome to Payments Reality Check.

Currencies 41

Currencies Banking Accounting Budgeting 41

Barry Ritholtz

SEPTEMBER 3, 2024

A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. It sounds like the career plan was always finance. Heather Brilliant : I worked at Bank of America and, and they had a wonderful corporate finance training program. Heather Brilliant : Thanks for having me, Barry. Was that the plan?

Investments 59

Investments Valuation Concentration Marketing 59

Barry Ritholtz

NOVEMBER 21, 2023

He’s probably never done a down round of financing in the last 10 years. So here’s the math, Barry. We’re all, I mean, it’s like a Bloomberg Stream, constantly sharing news analysis, politics, economics, company specific venture capital, because we care. 00:44:49 [Speaker Changed] Correct?

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

JUNE 6, 2023

Ramit Sethi is a fascinating guy with really an amazing and fascinating career, starting out studying psychology and a little bit of finance at Stanford. SETHI: Yes, so okay, I was trying to teach my friends in college about personal finance. So, when people invite me into their homes and they open up their finances to me.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

Barry Ritholtz

FEBRUARY 17, 2025

We’ll get to where you work at JP Morgan, but economics bachelor’s from Columbia MBA from Harvard. Was finance and investing always part of the plan? So I pretty much tripped into finance when I was in middle school and high school. So I decided to become an economics major and a psychology minor.

Investments 59

Investments Economics Marketing Benchmarking 59

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. So, it cost the firm $320,000, well worth every penny? How would you have done? Is that a fair statement? Last two questions.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

SEPTEMBER 10, 2022

Pour yourself a mug of Volcanica coffee, grab a seat on the aisle, and get ready for our longer-form weekend reads: • An economist studied popular finance tips. KCP Group ). • Your Career Is Just One-Eighth of Your Life : Five pieces of career advice, shaped by economics, psychology, and a little bit of existential math. (

Math 124

Math Finance Economics Investments 124

Barry Ritholtz

NOVEMBER 15, 2022

But he also has an incredible depth of knowledge about market structures, about what people get wrong about thinking about systems, about what we get wrong about humans, and capitalism and finance. NADIG: There was a really interesting finance relevant event every other week, at least, all year long. NADIG: Yeah. NADIG: Yeah.

Investments 111

Investments Finance Marketing Math 111

Barry Ritholtz

JANUARY 21, 2025

Jonathan Clements was the personal finance columnist at the Wall Street Journal for nearly 25 years. And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family.

Investments 59

Investments Finance Education Marketing 59

Barry Ritholtz

MARCH 27, 2023

How did you end up in finance? Because a lot of the Stanford MBA graduates tend to find their way into technology, not finance. Well, by the time I got to Stanford, I pretty much knew I wanted to be in finance, but where I started was at Lehman Brothers in New York before Stanford, and that was serendipity really.

Investments 114

Investments Restructuring Profit and Loss Finance 114

Barry Ritholtz

NOVEMBER 22, 2022

He really began as a traditional engineer/finance person working at IBM as a network engineer before he got his MBA at Duke. Why is finance so bad at this? I would say the most general issue here is that folks don’t have the networks and the access to careers in finance from across the country. His name is Marcus Shaw.

Investments 59

Investments Finance Education Numbers 59

CFO News Room

NOVEMBER 15, 2022

I mean, did you have a lot of business or existing clients on the BD side or paying BD trails, where there were a bunch of economic ramifications of doing this decision? And they can ask us any question they want about their finances. I mean, I can do sort of the math overall, 200 million under management, and 206 clients.

Planning 130

Planning Accounting Compliance Math 130

Barry Ritholtz

SEPTEMBER 19, 2022

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. And you know, the only thing math works on recognition by peers, and there’s some prizes. So it’s been a central to what I do and who I am.

Valuation 122

Valuation Investments Marketing Technology 122

CFO News Room

DECEMBER 17, 2022

Among those who do not, the perceived cost was the most common reason given (38%), followed by not having enough money (33%), having a financial situation simple enough to handle on their own (27%) and enjoying handling their finances themselves (17%). And while Buffett was naturally gifted in math, he was initially scared of public speaking.

Planning 130

Planning Education Investments Benchmarking 130

CFO News Room

DECEMBER 6, 2022

I could go back and tell a story that I was a double major in economics and sociology, and financial planning was a perfect fit. So lots of content, personal finance content, originally focused for women in their 20s and 30s but quickly expanded to women and men in their 20s and 30s. They want to talk about personal finance?”

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

FEBRUARY 21, 2024

In work on economic games, he explores how choices commonly presumed to be economic in nature actually hinge more on psychological factors, such as social norms and emotion. That involves issues like finance, that involves issues like health, that involves issues like national affairs and politics, that’s an issue.

Math 59

Math Economics Planning Education 59