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Ten Keys to CFO Success
By Allan Tepper, Co-founder and Senior Managing Partner, CFO Consulting Partners LLC I am often asked what critical elements are needed for CFO success. While there are no guarantees, here are ten questions that may help determine the answer. The more YES answers, the better. Are you an active and...
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C-Suite Fintech Advisory Workshop NYC by CFO Consulting Partners, Founding Sponsor
C-Suite Fintech Advisory Workshop NYC was intended to be an in-person monthly pizza & beer networking event at our co-working space, The Home of FinTech | Rise, created by Barclays, sponsored by CFO Consulting Partners, LLC, the Financial Management Consulting firm. For now, we've been meeting on Zoom to discuss...
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CFO Consulting Partners is the founding sponsor of the C-Suite Fintech Advisory Workshop NYC group on MeetUp.com
CFO Consulting Partners is the founding sponsor of the C-Suite Fintech Advisory Workshop NYC group on MeetUp.com. Pre-pandemic the group was intended to be an in-person monthly discussion and networking event at our co-working space, The Home of FinTech | Rise, created by Barclays, For now, we've been meeting on...
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Part 3 of 3: Building a Stronger Financial Management Process: The Audit: Don’t Get Scared, Get Organized
This is the third of a series of three short newsletters on how to stay ahead of finance process issues and prevent these challenges from becoming more significant problems. Each newsletter has addressed a different aspect of these challenges: Producing Data, Garbage In, Garbage Out, and The Audit: Don't Get Scared, Get...
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SEC Modernizes Disclosure for Banking Registrants
Announcement of Final Rule On September 11, 2020, the Securities and Exchange Commission announced that it has adopted rules to update and expand the statistical disclosures that bank and savings and loan registrants provide to investors, in light of changes in this sector over the past 30 years. The rules...
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Part 2 of 3: Building a Stronger Financial Management Process: Garbage In, Garbage Out
This is the second of a series of three short newsletters on how to stay ahead of finance process issues and prevent these challenges from becoming more significant problems. Each newsletter addresses a different aspect of these challenges: Producing Data, Consuming or Using Data (today's topic), and Preparing for and...
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