Global Finance

MARCH 26, 2025

Lenders are scaling up efforts to meet sustainable development targets, with capital directed toward healthcare, education, and essential infrastructure. Funds will also be allocated to healthcare, education, infrastructure development, and food security initiatives. Standard Chartered recently announced the issuance of its first $1.1

Healthcare 91

Healthcare Education Finance Banking 91

Nerd's Eye View

NOVEMBER 27, 2024

In this guest post, Kathleen Rehl, a "reFired" financial planner and educator in philanthropic planning, shares insights, thought-provoking questions, and sample scenarios to help advisors begin and navigate charitable giving conversations, reducing any risk of awkwardness or overstepping.

Education 96

Education Planning 96

Nerd's Eye View

SEPTEMBER 5, 2024

A cornerstone service that many financial advisors provide is education. This puts advisors in a challenging situation to re-educate or redirect the client without becoming combative or condescending.

Education 88

Education Communication Planning 88

CFO Dive

NOVEMBER 29, 2022

The market for digital assets continues to evolve and rapidly, and so it’s imperative that CFOs, management and the Board are educated and engaged on the topic so that they can be prepared to meet the latest risks and opportunities that these assets can bring.

Education 263

Education Marketing 263

Nerd's Eye View

DECEMBER 20, 2024

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

Benchmarking 98

Benchmarking Education Investments Planning 98

Nerd's Eye View

JUNE 26, 2024

Traditionally, the challenge in using a 529 plan to save for higher education expenses has been figuring out how much to save to cover the beneficiary's college costs without overshooting and saving more in the 529 plan than is actually needed. The Secure 2.0 Read More.

Education 75

Education Planning Securities Investments 75

Barry Ritholtz

JANUARY 17, 2025

He discusses how he became a financial journalist, and eventually Director of Financial Education for Citi Personal Wealth Management. He has been a personal finance reporter at the Wall Street Journal for over twenty years and has written more than 1,000 columns. He explains why Dying is hard work.

Education 128

Education Investments Finance Sales 128

Future CFO

NOVEMBER 14, 2024

Through this allocation, ISCA collaborates with autonomous and private universities in Singapore through the Accelerated Pathway Program (APP) to allow accounting undergraduates to clear most of the SCAQ educational requirements during their degree instead of completing them after graduation.

Accounting 97

Accounting Education Budgeting Accounting Firms 97

Nerd's Eye View

SEPTEMBER 6, 2023

Ultimately, the key point is that financial advisors can play an important role in helping their clients protect their assets, both in terms of educating clients on the protections they currently have and the options available to protect other assets, as well as in helping them avoid pitfalls that could put their asset protection plan at risk.

Education 98

Education Tax Planning Planning Accounting 98

Nerd's Eye View

FEBRUARY 26, 2025

529 plans offer greater flexibility in ownership but restrict how funds can be used, particularly for educational expenses. Parents could also transfer UTMA assets into a UTMA 529 plan, which limits the child's ability to use funds for non-educational purposes.

Planning 90

Planning Restructuring Education Accounting 90

CFO Talks

NOVEMBER 25, 2024

Advocate for clear, company-wide insider trading policies to educate employees and prevent future occurrences. How to Handle Ethical Dilemmas Effectively Educate Yourself and Your Team Regularly review laws, industry regulations, and your company’s code of ethics.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Nerd's Eye View

MARCH 10, 2025

While advisors may make educated guesses about client preferences, this approach has its limits. The best roadmap for focusing an advisory firm will reflect how to do more of what clients value and scale back on what they don't use or appreciate.

Education 98

Education Planning Practice Management Marketing 98

Accountancy Today

MARCH 26, 2025

James Cowper Kreston Corporate Finance team has provided financial and tax due diligence and tax structuring advice to Queens Park Equity on its investment in Wordwall, an educational technology platform. The platform also offers access to approximately 88 million resources created by a global community of teachers.

Investments 52

Investments Corporate Finance Education Finance 52

Future CFO

FEBRUARY 11, 2025

To mitigate risks, Chubb says companies now use nearly dozen tools and techniques, including monitoring of cyber incidences, providing employee education, and engaging in scenario planning.

Risk Management 83

Risk Management Credit Risk Education Planning 83

CFO News Room

FEBRUARY 6, 2022

Nationwide, former educators are starting jobs in sales, software, healthcare, training services and other hot fields, and more say they want to follow suit. Wilson, 30 years old, is among the more than 900,000 people who quit jobs in state and local education last year, according to federal data. Photo: Mary Michailidis.

Education 130

Education Sales Vendor Management Healthcare 130

Future CFO

FEBRUARY 3, 2025

The Role of the CFO in Education As SMU's CFO, Chan oversees the financial operations of a diverse institution comprising six schools and two colleges. "We The university trains approximately 14,000 learners annually, focusing on executive education for C-suite professionals. Below are key points from the discussion.

Accounting 64

Accounting Education CFO Finance 64

Future CFO

DECEMBER 22, 2024

Invest in Training : Educate employees on the benefits and workflows of e-invoicing to reduce resistance. Overcoming Integration Challenges Adopt Middleware Solutions : Use tools that act as a bridge between legacy systems and e-invoicing platforms.

Invoicing 98

Invoicing CFO Compliance Auditing 98

CFO News Room

JANUARY 5, 2023

Everywhere in education, you see incentives at work. The incentives, though, are so far removed from the actual goals of education that they produce perverse results. . We observe this again and again in education. Goodhart’s Law is usually stated, “When a measure becomes a target, it ceases to be a good measure.”

Education 130

Education Leadership Economics Numbers 130

The Charity CFO

MARCH 26, 2025

That means: Donors trust youeven when you transition roles Your network stays with you You remain credible in every stage of your nonprofit career If your career spans early childhood education, food security, housing, or public healthyour why becomes the connecting thread. And your brand becomes the bridge. Need Help Telling Your Story?

Nonprofit 98

Nonprofit Leadership Education Budgeting 98

CFO Thought Leader

NOVEMBER 3, 2024

Additionally, they highlight the necessity of educating business units on financial metrics to align organizational goals and improve overall performance. The CFOs discuss how setting clear constraints enhances strategic planning and drives more thoughtful decision-making.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Strategic Planning CFO Education 52

CFO News Room

JANUARY 23, 2023

Reprinted from The Center Square Higher education is confronting a problem: its customer base is shrinking. Nathan Grawe, an economist who maintains a forecast known as the Higher Education Demand Index, projects enrollment declines in some states of over 15 percent. After reaching a peak in 2007, birth rates have steadily dropped.

Education 130

Education Budgeting Economics Forecasting 130

Accountancy Today

MARCH 24, 2025

This acquisition represents an extension of Kids Planets ongoing mission to provide the highest standard of early years care and education, supporting children and families across the UK. Kids Planet was founded in 2008 with two settings and has grown significantly over the last 17 years and now operates across over 230 sites.

Corporate Finance 52

Corporate Finance Education Finance Planning 52

Fpanda Club

MARCH 19, 2025

Start with solving a business problem, offering tools to make the lives of your business partners easier, educating your non-finance colleagues on finance topics. In these situations, advocating for the value that FP&A can bring and building stronger relationships with stakeholders are essential.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 130

CFO News Room

NOVEMBER 2, 2022

At the request of professor Ioannidis, the money of the Inaugural Harwood Award has been given as an unrestricted gift from AIER to the Lunchbox Fund and Children Incorporated to help disadvantaged children receive proper educations, and provide opportunities for growth and education, respectively.

Education 130

Education Economics 130

Barry Ritholtz

OCTOBER 9, 2022

Since this story is ostensibly about education, let’s briefly digress to an unfortunate side effect of modern American education. Derek Thompson observed that “the United States has the longest, most expensive medical-education system in the developed world, and among the lowest number of physicians per capita.”

Education 133

Education Healthcare Numbers Planning 133

CFO News Room

JANUARY 15, 2023

This “education-based nonprofit organization” works to “cultivate antiracist, people-centered communities for all learners.” In its current format, this legislation seems innocuous because it is voluntary: there is outreach, education, and assistance.

Education 130

Education Nonprofit Economics Accounting 130

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Concentration 75

Concentration Valuation Securities Education 75

CFO Talks

DECEMBER 12, 2024

Recognized for her leadership, resilience, and commitment to education, she is also a Non-Executive Director at the Woman of Stature Foundation and a mentor to aspiring professionals. I enjoy numbers and finances; and I loved accounting at school. I haven’t regretted becoming a CA for one minute though.

Leadership 98

Leadership CFO Prioritization Education 98

Future CFO

FEBRUARY 10, 2025

Communicate the Business Value Internally and Externally Educate Internal Stakeholders: Ipsos recommends that organisations conduct ongoing education initiatives within the business to shift theperception of ESG from a cost centre to a value generator.

Investments 52

Investments Education Accounting Standards Communication 52

CFO Thought Leader

FEBRUARY 25, 2025

Yet those bigger bets mean rethinking profitability targets, educating analysts, and staying flexible under Wall Streets watchful eye. Youve got to invest, Koefoed says, explaining how AI-fueled demand forecasting can open untapped market segments (including the 20,000-plus legacy systems he aims to replace).

Forecasting 52

Forecasting CFO Education Investments 52

CFO News Room

DECEMBER 12, 2022

Think about this illustration: if education is a way to out-earn your parents, and the cost of education is greater for the poor (many more years not working and little savings to draw on), the rich will be more likely to invest in their educations. . greater redistribution, more investment by the state in education, etc.). .

Economics 130

Economics Education Investments Securities 130

CFO News Room

DECEMBER 20, 2022

So, there were one-on-one meetings, and then there were group education meetings. And so, I felt like how I grew was by the more that I learned, the more I was able to educate people on. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

MARCH 31, 2025

Its not the same thing in theory, but in practice, especially with the chatter of reducing income taxes, it feels that way: European consumption tax minus the universal health care, education, and retirement benefits. I hope this take is wrong.

Economics 82

Economics Entertainment Education Marketing 82

CFO News Room

JANUARY 6, 2023

Notable gains in the payroll survey for December were in education+health and leisure+hospitality, rising 67k over the month. They are still down 452,000 jobs since Feb ’20, with over half of that, 239,000, in education. From EPI senior economist, Elise Gould ( @eliselgould ): Read the full Twitter thread here.

Education 130

Education Numbers Economics 130

Global Finance

OCTOBER 29, 2024

It will range from protecting biodiversity to capacity-building for carbon markets to climate education and youth action to inclusiveness for Indigenous people and other marginalized groups.

Finance 111

Finance Transportation Investments Nonprofit 111

Nerd's Eye View

FEBRUARY 18, 2025

In this episode, we talk in-depth about how Sebastian hired a team member to become a quality control specialist (and has now added a second) specifically to follow up with clients after meetings to ask about their experience with both their advisor as well as with other departments in the firm with which they interact (from the front desk to operations), (..)

Planning 58

Planning Education Leverage Technology 58

Global Finance

NOVEMBER 7, 2024

Understanding generational differences is crucial to shape a robust wealth transfer process To engage the next generation of investors, banks should be focusing on education, convenience and values. This process should be digitally enabled and serve the needs of all generations.

Banking 105

Banking Communication Investments Education 105