Fpanda Club

MARCH 19, 2025

Being good at finance and getting numbers right is not enough anymore Of course, strong analytical skills and knowledge of finance are essential for an FP&A professional but gone are those days when these skills or proficiency in Excel were enough to excel in this role, pardon the pun.

Financial Planning and Analysis (FP&A) 130

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

Future CFO

DECEMBER 22, 2024

Why It Matters Compliance : Governments require standardized customer details, such as taxpayer identification numbers and verified addresses. Invest in Training : Educate employees on the benefits and workflows of e-invoicing to reduce resistance. Errors can lead to rejected invoices.

Invoicing 98

Invoicing CFO Compliance Auditing 98

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 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

Barry Ritholtz

OCTOBER 9, 2022

JVL wrote, “The course exists for only two purposes: (1) to cull the number of attractive medical school applicants, and (2) to prepare a handful of students for a future in biochemical research.”. ~~~. Since this story is ostensibly about education, let’s briefly digress to an unfortunate side effect of modern American education.

Education 133

Education Healthcare Numbers Planning 133

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. The most policy-relevant thing in today’s jobs numbers? December’s annualized monthly wage growth was 3.4%, a completely non-inflationary number. pic.twitter.com/h12ty7Duzk.

Education 130

Education Numbers Economics 130

CFO News Room

NOVEMBER 30, 2022

The latest Job Openings and Labor Turnover Survey from the Bureau of Labor Statistics shows the total number of job openings in the economy decreased to 10.334 million in October, down from 10.687 million in September. percent), education and health care (8.1 percent), education and health care (8.1 percent, above the 0.9

Transportation 130

Transportation Education Economics Numbers 130

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 wanted to become a CA since I can remember.

Leadership 98

Leadership CFO Prioritization Education 98

CFO News Room

FEBRUARY 4, 2023

But economists say it’s not clear how much of that will show up in the labor numbers. Tom Simons, money market economist at Jefferies, expects 260,000 jobs were added in January, but he said the number could be even higher. A higher-than-expected number might be viewed as just an outlier, he added.

Forecasting 130

Forecasting Education Numbers Marketing 130

CFO News Room

FEBRUARY 6, 2022

There are a number of podcasts that regularly touch on the financial aspects of raising children, including “The SavingsAngel,” hosted by Josh Elledge. . Here’s a website that pulls some of the best financial education content across the web and neatly sorts it by audience—fortunately, that includes parents. Key Takeaways.

Education 130

Education Budgeting Nonprofit Prioritization 130

PYMNTS

APRIL 16, 2020

Particularly the choice to leave primary schools open, as parents and educators have complained school is an infeasible environment to practice social distancing of any sort, and thus a public health liability for students, educators and families.

Education 145

Education Economics Transportation Numbers 145

PYMNTS

JUNE 29, 2020

It wasn’t until Li became a Duke University student that he got his first real financial education — and the inspiration to found Zogo , which brings a gamified approach to financial education. Gamifying Financial Education. By the numbers, the financial literacy picture in the United States isn’t terribly encouraging.

Education 105

Education Startups Finance Numbers 105

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

CFO News Room

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 130

Education Planning Investments Profit and Loss 130

CFO News

JUNE 27, 2023

The Central Board of Direct Taxes has made it mandatory for charitable, religious, and educational trusts to disclose the names, addresses, and permanent account numbers of donors who make a contribution of over Rs 2 lakhs in a day.

Education 98

Education Numbers Accounting 98

Nerd's Eye View

SEPTEMBER 27, 2023

However, the number of Federal student loan borrowers over the age of 50 has increased significantly in the past 20 years, with many of these borrowers holding Parent PLUS loans that were used to help fund their children's undergraduate education. Read More.

Education 98

Education Planning Numbers 98

CFO News Room

JANUARY 23, 2023

One way to provide such a message is to create educational content, in the form of a blog, podcast, or social media posts (or a combination of the three), on topics that are relevant to the financial lives of the types of clients the advisor is trying to reach.

Marketing 130

Marketing Education Advertising Sales 130

The Finance Weekly

FEBRUARY 16, 2023

million jobs that the economy gained over the past 3 months were in the service, health, and education sectors. The increase in jobs being introduced to the economy are mostly just the job market correcting itself back to pre-pandemic numbers in the most hard hit industries- namely restaurants, hospitality, education, and other services.

Education 99

Education Economics Numbers Planning 99

CFO News Room

FEBRUARY 3, 2023

Also in industry news this week: Annuity sales hit record levels in 2022, possibly spurred on by volatile markets and rising interest rates A recent survey suggests that an overwhelming percentage of both employers sponsoring retirement plans and their employees are interested in receiving advice from financial advisors From there, we have several (..)

Education 130

Education Compliance Communication Investments 130

Barry Ritholtz

APRIL 8, 2023

 This week, we speak with Aswath Damodaran, who holds the Kerschner Family Chair in Finance Education at New York University’s Stern School of Business. He tells his classes “ What makes for a good valuation is you’re either a disciplined storyteller or an imaginative number cruncher.”

Valuation 122

Valuation Corporate Finance Investments Education 122

PYMNTS

APRIL 21, 2020

A partnership between The University of Oxford , Saïd Business School and Mastercard will launch an online education program to teach business leaders about the strengths and perils of the modern day internet. Program Director David Shrier will also contribute.

Education 98

Education Leadership Numbers Technology 98

PYMNTS

OCTOBER 16, 2020

It’s been three years since The Clearing House rolled out its Real-Time Payments (RTP) network, but Mark Ranta, payments practice lead at Alacriti, tells PYMNTS that 2021 will be the year FIs migrate to the technology in record numbers. Only if, he says, there’s better alignment between the bank bill-pay model and the biller-direct model.

Education 126

Education Technology Banking Numbers 126

Nerd's Eye View

APRIL 24, 2023

While less capable clients will likely show little interest in financial planning concepts and can be encouraged to engage in the process through educational content that helps them better understand the potential outcomes of their plans, a more highly capable client might question or even challenge the advisor’s recommendations.

Planning 98

Planning Education Numbers Communication 98

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 98

Education Investments Finance Numbers 98

Nerd's Eye View

JULY 8, 2024

Our major focus this year has been on supporting the growing number of multi-advisor firms buying Group and Enterprise subscriptions … and then needing to manage all of their Kitces Group members! interest rates, and relatively little new tax legislation (yet).

Education 95

Education Communication Compliance Marketing 95

PYMNTS

JULY 15, 2020

consumers subscribed to new streaming services, and that the average number of streaming subscriptions held by consumers rose from three to four. How Outschool Is Taking A Flexible Approach To Meeting Demand For Online Education. One survey found that 27 percent of U.S. At the same time, subscriber churn has remained a challenge.

Education 95

Education Economics Accounting Startups 95

CFO News Room

FEBRUARY 6, 2022

The number of unemployed persons, at 6.5 As another point of comparison, in February 2020, prior to the outbreak of the COVID-19 pandemic, the unemployment rate was 3.5%, and the number of unemployed persons was 5.7 The number of long-term unemployed (people who have been jobless for 27 weeks or more) declined to 1.7

Benchmarking 130

Benchmarking Transportation Concentration Numbers 130

CFO News Room

DECEMBER 2, 2022

Notable gains in the payroll survey for November were in leisure and hospitality, education and health services, and government employment. The overall numbers mask big disparities for different groups. pic.twitter.com/bRYWksfF8n. Elise Gould (@eliselgould) December 2, 2022. pic.twitter.com/xsH5Fio0kZ. for Black workers, 3.2%

Education 130

Education Retail Numbers Marketing 130

CFO News Room

NOVEMBER 22, 2022

Since the 1990s, the absolute number of people living in extreme poverty has fallen 60 percent , while the population increased almost 40 percent. By the official numbers, a relatively constant 15 percent poverty rate, year after year, for more than half a century. He is also co-host of the Words & Numbers podcast.

Economics 130

Economics Education Numbers Currencies 130

Bramasol

JANUARY 28, 2025

These figures clearly show a growing number of new customers are embracing S/4HANA through these transformation methods. Invest in Training and Change Management Employee Training: Educate your workforce on new AI tools and processes. The trend indicates a forthcoming widespread adoption phase for the remaining 63%.

SAP 69

SAP Data Analysis Leverage Manufacturing 69

CFO News Room

DECEMBER 14, 2022

The greatest number of affected workers would be in NYC (Table 3), where 1.4 have at least some college education. In total, we estimate more than 760,000 children live in households in New York that would benefit from the minimum wage increase, or roughly a fifth of the total number of children in the state. More than 2.9

Education 130

Education Nonprofit Economics Entertainment 130

Nerd's Eye View

JULY 25, 2022

Which we’ve witnessed first-hand here at Kitces.com, as the advisor community has engaged in record numbers with some of our recent articles on how best to advise clients through it all, and capitalize on the opportunities along the way. can check out our Career Opportunities page for more!

Education 97

Education Planning Numbers Marketing 97

Global Finance

JULY 29, 2024

After all those grueling years of education, a CPA might well hold their paycheck up to those of other professions and think, “Was it worth it?” Bokhari’s observations, they agreed, highlight a serious issue in the corporate finance world: making numbers cool again. Many of the participants on the CFO Alliance webinar nodded.

CFO 105

CFO Accounting Principles Finance Corporate Finance 105

Barry Ritholtz

MARCH 18, 2023

The Atlantic ) • Tech’s very bad year, in numbers : Reduced investment and large-scale layoffs have created dark times for tech globally. Chronicle of Higher Education ) • What Broken Windows Theory Can Teach Us : Now The discredited policing philosophy got one thing right: It isn’t crime that makes people feel unsafe.

Education 122

Education Economics Investments Banking 122

PYMNTS

FEBRUARY 14, 2020

The tax will cover all online applications, including video, audio streaming, images, education and others. The telephone number of the service provider must have Mexico’s country code and the IP address must correspond to the country. The providers will have to register for VAT in Mexico and get a tax identification number.

B2B 95

B2B Education Retail Numbers 95

CFO News Room

FEBRUARY 6, 2022

State governments are likely to play a larger role in sectors like urban infrastructure, irrigation, health and education, which fall under their jurisdiction. However, a number of policy reforms are essential for creating a sustainable private investment eco-system, many of which are outside the purview of the budget.

Budgeting 130

Budgeting Leverage Transportation Investments 130

CFO News Room

DECEMBER 2, 2022

This also meant restating the previous three years of financial history and really scrutinising the numbers before converting it all into a consolidated group format. . “I When you come into a new business, it’s very difficult to stand by the numbers unless you get really involved in the details.” . I had to really believe in them.”.

Technology 130

Technology CFO Benchmarking Numbers 130