(This story originally appeared on CFO magazine’s website.) By Eric Segal For a CFO, the fourth quarter brings a lot of stress not normally felt throughout the year. First, there’s the budget for next year, and then, the year-end close, and completing any tax driven transactions. But there’s one item, which is often given short… Continue reading CFO’s Q4 Checklist: 6 Things To Clean Up
Author: David P. DeMuth
5 Accounting ‘Turnarounds’: How Manufacturing Fends Off Credit Squeeze
(This story originally appeared in CFO.com.) By David DeMuth Manufacturers can’t afford to wait any longer. For two years, CFOs and controllers have managed supply-chain disruptions and labor shortages, as well as surging prices. Typically, these developments could require most manufacturers to raise prices to survive. In Q4 of 2022, there is a looming recession.… Continue reading 5 Accounting ‘Turnarounds’: How Manufacturing Fends Off Credit Squeeze
10 Keys to Success as a CFO
By Allan Tepper, Co-founder and Senior Managing Partner, CFO Consulting Partners LLC CFO Consulting Partners provides C-level financial management services to small and midsized public and private companies. Clients often ask what critical elements are needed for CFO success. Being a CFO is one of the most important, yet short-lived jobs in corporate America. Many… Continue reading 10 Keys to Success as a CFO
Indutry: Financial Institutions
Type of Service: Planning & Analysis
Family owned company sought tax effective method to issue dividends. Worked with client to establish a captive that provided select coverages under its existing insurance program, i.e. liability and coverage for its primary insurance program’s loss deductibles. Captive program was designed to generate underwriting and investment gains that were used to fund its dividend program.… Continue reading Indutry: Financial Institutions
Type of Service: Planning & Analysis
Industry: Financial Institutions
Type of Service: Planning & Analysis
Worked with a large credit association that incurred a dramatic increase in the purchase of their liability insurance. Developed a risk retention group (RRG) that issued liability insurance policies on a national scale, significantly reducing the regulatory constraints of obtaining individual state licenses. Association was able to significantly reduce the cost of its coverage based… Continue reading Industry: Financial Institutions
Type of Service: Planning & Analysis