35 Burst results for "Chief Financial Officer"

Huawei executive returning as China releases Canadians

AP News Radio

00:56 sec | 3 weeks ago

Huawei executive returning as China releases Canadians

"Hi state prison this war between China and Canada is underway following a dispute over the arrest of a wild way top executives several years ago the news hit headlines throughout China while ways chief financial officer among one still has been released and flown back to China after her arrest on an extradition request from the U. S. three years ago the same day to Canadian citizens help by Beijing with freedom plan back to Canada also told media upon her release of happiness that the situation has finally been resolved over the past three years my life has been turned upside down it was it gave time for me at the not the White and the company exactly once reached an agreement with U. S. federal prosecutors to drop four charges against her next year as part of the deal she accepted responsibility for misrepresenting the company's business dealings in Iran I'm Karen Thomas

China Canada U. Beijing White Iran Karen Thomas
Google to spend $2.1 billion on Manhattan campus acquisition

AP News Radio

00:35 sec | Last month

Google to spend $2.1 billion on Manhattan campus acquisition

"Google is planning to expand its footprint in New York City Google had a presence in New York for over twenty years but now it's planning to buy New York St John's terminal for two point one billion dollars the company's been leasing the former freight facility at five fifty Washington Street and announced that it's making it the anchor of its Hudson square campus chief financial officer reports of the companies looking to invest more than two hundred fifty million dollars in New York this year New York mayor bill de Blasio called it one of the shots in the arms we need as part of our comeback the company forecast the investment lad another fourteen thousand employees in New York City I'm Jennifer king

St John's Terminal New York Google Hudson Square New York City Bill De Blasio Washington Jennifer King
The Trump Organization Is Back in Court to Fight Tax Fraud Charges in New York

NPR's Business Story of the Day

00:52 sec | Last month

The Trump Organization Is Back in Court to Fight Tax Fraud Charges in New York

"Trump's longtime business partner. Alan weisselberg is back in court. Today he served as the trump corporation's chief financial officer and he is accused of fifteen year scheme to defraud taxpayers journalist. Andrea bernstein is covering the case for npr news. and she's online good morning joining. I guess you'd better remind us because there have been so many investigations of trump. Which of the various investigations is this. So this is the criminal indictment. That was unsealed back in july. And what's significant about this case is that despite thousands of civil lawsuits for donald trump or his business and to impeachment trials for the former president. This is the first time. The trump corporation has been charged with a crime. The same goes for alan weisselberg that she financial officer who's worked with the trump family for nearly half a century which is the entire span of donald trump's business career.

Alan Weisselberg Andrea Bernstein Npr News Donald Trump
When Should You Start a Business?

The Small Business Radio Show

02:06 min | 2 months ago

When Should You Start a Business?

"What is the ideal time to become an entrepreneur. My next guest discovered some interesting data around this as president of urban nutrition john. Simone is committed to the company's purpose and unique value of helping people healthy active lifestyles the personalized nutrition any proven business opportunity. He's served as the controller vice president financial chief financial officer of rextall sundown inc a multinational manufacturer of nutritional supplements and sports nutrition products. John welcome to the show. Thanks very happy to be so. Tell us about the study that herbalife conducted among young burs. What were some of the top line results you found. Let me just lay it out with the study. Was it was twenty. Five thousand participants over thirty five different countries So really was a global study. it was gone with Jazzy millennials aged twenty five to forty. Just keep your perspective which is different than a couple of studies. We had done the prior years. So it was a pretty Targeted audience and. I think. I'll tell you what surprised me with two things that surprised so one was the purpose or the motivation is better word. The motivation for gnc's millennials to own their own business wasn't primarily economics You know when you start checking what. The reasons for owning business economics third. I was to be your own boss and be your own. Boss is really driven by that generation. Those two generations of of individuals. Not feeling like they were treated properly in the workplace in one in control more value free time And then the second was they wanna follow of passion so it was third on the list. Economics was there across economics a requirement in today's world but that was an extreme Result for me to see. And i think i would say second is how common the results were globally. We're talking thirty five different countries lots of cultures

Rextall Sundown Inc Simone Herbalife John GNC
Wisconsin State Treasurer Sarah Godlewski Never Thought She'd Become State Official

Two Broads Talking Politics

02:31 min | 3 months ago

Wisconsin State Treasurer Sarah Godlewski Never Thought She'd Become State Official

"I'll be honest. I think like so many women i Did not ever be out where i am today like. I wasn't one of those kids in middle school. That was drying american flags and have the constitution memorized. And said i'm going to be wisconsin's next senator But with that sad. I was always really community oriented. I mean my parents were public school teachers. Ed when we we'd see trash on the highway. I was that kid that wanted to start a club where we would pick up from asking go recycle it and then we would take that money and give it to the homeless shelter Or we were. We had a big wolf population Issue in wisconsin and so i- second grade adopted a wolfpack in son raise. And the people. You that way you is that when you see something wrong you got the ended up in do something about it and i think that's really how i've lived my entire career. I mean i never thought. I would be an elected official in here. I am now you know. The state treasurer of wisconsin and it was because scott walker was trying to get rid of the state treasurer's office. I'm in two thousand eighteen. There was this constitutional amendment that he put on the ballot. Because you know. Rebecca hilly who needs checks and balances in government. I mean firing your chief financial officer then giving those responsibility to your ceo. I mean we would never do that in business. So why do we think that the government. And i've found myself leading a constitutional amendment to save the treasury office. They believed wisconsin state treasurer. When that happened we won that amendment by the way with sixty three percent of the vote. Which as all of us in purple states know that is a landslide. Victory and still. The question was well. Who's going to run for it and I i remember my grandma. Act was thinking about her. When i was debating what i should do and she she said about public service she was actually harder. The first group went into serb during world war two and when i was asking her about her public service she said sarah take Asked for forgiveness for

Wisconsin Rebecca Hilly Scott Walker ED Treasury Sarah
Enron: The Black Box

American Scandal

01:53 min | 3 months ago

Enron: The Black Box

"Enron chief financial officer. Andy fastow was about to kill an alligator. That's what former enron ceo rich kinder used to call it. He said that enron's problems we're like alligators and to fix them. You had to get in the swamp kick out all the alligators than kill them. One by one fast. Al likes to remind himself of this every time. Someone at enron becomes a problem and when that happens. It's time to go alligators fast. Out gets out of his chair paces with each passing second. He gets a little angrier. Then there's a knock at the door. Today's alligator has arrived. It's open jeff. Mcmahon enters enron corporate treasurer glorified accountants more. Like it and fastow hates him. You wanted to see me andy. Yeah how'd you meeting with jeffco my meeting with killing the slip your mind. You don't remember speaking jeff behind my back and do we really have to do this. Your problem talk right now. Fine the current situation with l. J. m. is completely untenable is it. Yeah you're enron. Cfo but separately. You run j. An investment fund. That does all its business with enron. Yeah so so. This is a conflict of interest about bankers at maryland. I union calling me you've launched. Ljm two now and you want them to provide debt financing and you're threatening to pull enron's business altogether if they won't do it and also enron employees are telling me that when they negotiate with ljm. It strongly implied that if they fight for themselves too hard they'll be punished with negative performance. Reviews over at enron andy. This is completely out of control. Fastow clinches and unconscious his fist in feel the heat in his face knowing he's turning red wonders what would happen if he just hit mcmahon right here in the office he could probably get away with it.

Enron Andy Fastow Rich Kinder Fastow J. M Jeff Mcmahon AL Andy LJM Enron Andy Maryland
Former President Trump Attacks NY Tax Charges at Rally

WSB programming

00:32 sec | 3 months ago

Former President Trump Attacks NY Tax Charges at Rally

"Trump speaking at an event in Sarasota, Florida Tom 40 former president Trump addressed to Sarasota, Florida rally Saturday night, firing away at familiar perceived enemies, Perhaps foremost Among them New York City and state prosecutors who recently brought criminal charges against his company and its chief financial officer. They go after good, hardworking people for not paying taxes or a company car. Company. You didn't pay tax on the car. In fact, the indictment alleges 15 specific crimes by the Trump Organization and the company CFO. Tom

Donald Trump Sarasota Florida TOM New York City Trump Organization
Trump Organization, CFO Indicted on Tax Fraud Charges

AP News Radio

00:53 sec | 4 months ago

Trump Organization, CFO Indicted on Tax Fraud Charges

"Hi Mike Rossi you're reporting Donald trump's company and its longtime finance chief are charged with taking part in a tax fraud scheme the Manhattan district attorney's office unveiled charges against former president Donald trump's company Thursday charging the trump organization and its finance chief it what prosecutor Kerry done termed a sweeping and audacious tax fraud scheme according to prosecutors chief financial officer Alan Weissenberg allegedly received more than one point seven million dollars in off the books compensation that included apartment rent car payments and school tuition trump organization attorney Alan Futerfas had a different take I believe the political forces driving today's events are just that the trump organization and see a full Wiesel bird pleaded not guilty former president Donald Trump was not charged at this stage of the investigation hi Mike Crossey up

Mike Rossi Donald Trump Alan Weissenberg Trump Organization Manhattan Alan Futerfas Kerry Wiesel Bird Mike Crossey
Trump Org, CFO Plead Not Guilty to Tax Crime Charges

AP News Radio

00:41 sec | 4 months ago

Trump Org, CFO Plead Not Guilty to Tax Crime Charges

"Hi Mike Ross you're reporting the trump organization and that see a full pleaded not guilty to tax crime charges the trump organization and its chief financial officer have pleaded not guilty to tax crime charges in New York charges against the trump organization include conspiracy grand larceny and tax fraud CFO Alan Weisberg was arraigned one day after a grand jury returned an indictment charging him and of the trump organization with tax crimes the seventy three year old Wiesel Burke has worked for the trump company for decades former president Donald Trump was not charged it is the first criminal case arising from a two year investigation into the trump organization by the Manhattan district attorney's office hi Mike Rossio

Mike Ross Alan Weisberg Wiesel Burke New York Donald Trump Manhattan District Attorney's Mike Rossio
"chief financial officer" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

01:38 min | 4 months ago

"chief financial officer" Discussed on Bloomberg Radio New York

"Chief financial officer, has surrendered to authorities in New York, Alan Weiss Oberg is facing tax related charges. Yesterday, a grand jury indicted him and the Trump Organization. A person familiar with the matter says the exact charges he's facing will be unsealed later in the day, but are expected to involve on paid taxes on benefits extended to Y Silberg. Trump has slammed the probe by District Attorney Cyrus Vance Jr. A Democrat as politically motivated. The race for the Democratic nomination for New York City mayor appears to be tightening After initial confusion over the botched results, we now have the real tally from the cities ranked choice round of voting. Bloomberg's Juanita Young has the details. The corrected tally for New York City's Democratic primary is so similar to the bogus results that the Board of Elections put out a statement insisting the new numbers were indeed correct. Brooklyn Borough President Eric Adams now lead city sanitation Commissioner, Catherine Garcia 51.1% to 48.9%. The fate of the Democratic primary for New York City Mayor now lies with 125,000 absentee voters. Those ballots won't be counted until next week in New York. I'm rainy day young Bloomberg radio President Joe Biden and first lady Jill Biden are heading to the site of the Florida condo collapse. Search crews going through the ruins and sunrise pulled six more bodies from the rubble yesterday, bringing the number of confirmed dead to 18. Number of residents unaccounted for. Stands at 1 45 at Surfside live from the Bloomberg Interactive Brokers Studios. This.

Alan Weiss Oberg New York Juanita Young 51.1% Trump Organization 48.9% Bloomberg Interactive Brokers Trump 125,000 absentee voters yesterday Catherine Garcia Jill Biden 18 Florida Y Silberg next week Bloomberg Board of Elections Democrat Yesterday
Trump's Company and Its Chief Financial Office Indicted

AP News Radio

00:53 sec | 4 months ago

Trump's Company and Its Chief Financial Office Indicted

"Donald trump's company and his longtime finance chief of been indicted following a two year investigation by prosecutors in New York City the indictments were expected there was a meeting last week between prosecutors and trump's organization lawyers but now insiders say the company's chief financial officer seventy three year old Allen Weissenberg will be presented in court the charges are expected to alleged tax evasion including unreported company benefits provided to top executives like cars apartments and school tuition trump said this week the company's actions are standard business practice the charges against Y. so Bergen the trump organization are the first to arise from the two year investigation led by Manhattan district attorney Cyrus Vance junior a Democrat is leaving office at the end of the year I'm Jackie Quinn

Allen Weissenberg Donald Trump New York City Manhattan District Y. Bergen Cyrus Vance Jackie Quinn
Manhattan DA Expected to File Charges Against Trump Organization, Has Nothing on President Trump

Mark Levin

01:41 min | 4 months ago

Manhattan DA Expected to File Charges Against Trump Organization, Has Nothing on President Trump

"Charlie Gasparino, who is a real reporter, Eleanor Tariff. Don't know who she is. For the past five years. Manhattan District Attorney Cyrus Vance has been investigating the Trump Organization. Donald Trump his sons, Eric and Don Jr for alleged tax front. The inquiry produced three million pages of documents based on 100 subpoenas. Is Fox Business First report advance even created it task force some accountants and lawyers to make a possible indictment of the former president and his sons. The office is top priority. The result of this effort will be disclosed tomorrow on what appears to be a case that falls significantly short. Prosecutors initial grandiose visions and by the way, prosecutors are not supposed to have grandiose visions. Fox Business has learned that Vance's office plans to charge the Trump Organization's chief financial officer, Alan Wisenberg, and the organization itself with fraud. For what Over perks. Why Sandburg received that We're not Canada's income and thus allegedly criminally evaded taxes. Now this is unbelievable. Usually the IRS will come and slap your hand pass for the perks with penalty and interest. Neither the former President Norris, two signs with with whom he runs his real estate and country club empire are expected to be charged. People with direct knowledge of the matter told Fox Business. Expected indictment of wisely break. I have no doubt they tried to force Wisenberg to testify to say anything like they did with Manafort. But they don't have

Charlie Gasparino Eleanor Tariff Trump Organization Cyrus Vance Don Jr Fox Business First Donald Trump Alan Wisenberg Manhattan Fox Business Eric Vance Sandburg IRS Canada Norris Wisenberg Manafort
Charges Expected Thursday for Trump's Company, Top Executive

AP News Radio

00:47 sec | 4 months ago

Charges Expected Thursday for Trump's Company, Top Executive

"Hi Mike Ross you're reporting charges are expected Thursday against the trump organization and a top executive charges are expected to be filed Thursday against former president Donald trump's company and his longtime finance chief Manhattan district attorney Cyrus Vance junior has led a two year probe into the trump organization the charges against the company and chief financial officer Alan Wiesel Berg appeared to involve non monetary benefits the company gave to top executives possibly including use of apartments cars and school tuition Wiesel Berg came under scrutiny in part because of questions about his son's use of a trump apartment at little or no cost very wisely bird managed to trump operated ice rink in Central Park his ex wife Jen Wiesel bird has been cooperating with the investigation hi Mike Crossey

Cyrus Vance Mike Ross Trump Organization Alan Wiesel Berg Donald Trump Wiesel Berg Manhattan Jen Wiesel Central Park Mike Crossey
Democrats Are Attacking Trump Organization Officials in Attempt to Target President Trump

Mark Levin

01:07 min | 4 months ago

Democrats Are Attacking Trump Organization Officials in Attempt to Target President Trump

"The abuse of law, the abuse of investigative power the abuse of prosecution. Was announced literally 30 minutes ago. That the outer League, gentlemen Was the chief financial officer. These trump businesses. Is likely to be indicted. And they want to indict him, not because they care about him. They want to threaten him. They want to crush him. They want to force him to make some kind of plea deal. Against President Trump. You saw how they did that. With other individuals at the federal level. Where they tried. Unbelievable. Democrat prosecutors. In both cases elected Democrat prosecutors. You see what the Democrat Bar and Democrat judges Are doing to Rudy Giuliani. One of the great lawyers in this country. Suspending his license. Because they don't like what he said about the election.

President Trump Rudy Giuliani
"chief financial officer" Discussed on NewsRadio WIOD

NewsRadio WIOD

01:42 min | 5 months ago

"chief financial officer" Discussed on NewsRadio WIOD

"5 will develop into major storms of Category three or greater. 6 33 in the party's coming to a screeching halt in South Beach a little earlier this weekend. Last call for alcohol coming into instead of five A.m. starting early Saturday along Ocean Drive in South Beach, Miami Beach Mayor Dan Gilbert says the rollback should send a strong message. The chaotic parties need to come to an end. We are, I believe on the verge of normalizing the kind of misbehavior and criminal activity that should never be normalized in the community. Bar owners are not happy with the change the Cleveland ear's suing the city, saying it's declared war on 44 businesses in the district. This is all being done in a pilot period ending December. 8th. Voters will then get to decide in November if the change should become permanent. Wendi Grossman News radio's 6 10 W Y. O D at 6 34 in the state is hosting its first in person, unclaimed property auction and more than a year tomorrow in Miami. Property and safety deposit boxes that doesn't ultimately get claimed comes to the state of Florida will sit on it for so many months and then the vault here in Tallahassee gets full, So we have a first in first out type of auction. Chief financial officer Jimmy Petronius says Florida has returned more than $1.2 billion in unclaimed property That could be you moved. You had a deposit with FP and L. It could be a million things. The auction's happening tomorrow at the Miami airport Marriott and you can actually check online to see if you have any money due to you. A new digital currency could eventually be produced by the Federal Reserve. The Fed says A research paper on the topic will come out this summer..

Miami Tallahassee South Beach November Jimmy Petronius Ocean Drive December. 8th 44 businesses five A.m. more than $1.2 billion Federal Reserve Florida first more than a year Fed early Saturday Dan Gilbert this summer Wendi Grossman Miami Beach
Good Luck Finding a PlayStation 5

Talking Tech

01:31 min | 5 months ago

Good Luck Finding a PlayStation 5

"Listeners. Molina and i'm mike schneider and welcome back to talking tech so bread. Sounds like getting a playstation five. Isn't going to get any easier anytime soon. Yeah unfortunately all those people that thought after the holidays like meet start seeing more of them. That does not seem to be the case now. According to a bloomberg report. Sony recently warne analysts. It's popular video. Game console will remain under tight supply constraints through twenty twenty to the report which cites several unnamed sources who attended a briefing between sony and analysts. Said that its chief. Financial officer hiroki to toki toll analysts demand had been so strong for the ps five that even if they did get more devices. There's so much demand for it that the supply can't keep up both the. Ps five and microsoft's xbox series x have been difficult to find on store shelves or online retailers because of insatiable demand and there's also a global semiconductor shortage that is playing a part in this to during its own earnings call last month. Microsoft's officer amy hood said xbox has experienced record engagement as well as what she calls. Demand that significantly exceeded supply for both the series x and the s console.

Mike Schneider Molina Sony Warne Bloomberg Microsoft Amy Hood
Update on the latest news, sports, business and entertainment at 3:20 p.m. EDT

AP News Radio

00:39 sec | 7 months ago

Update on the latest news, sports, business and entertainment at 3:20 p.m. EDT

"What to do with all that money that's what schools are trying to figure out now what would you do with a hundred and twenty three billion dollars that's billion with a B. schools across the nation are weighing how to use a windfall from the federal government's latest corona virus relief package the money will help schools reopen and expand summer programs but it also offers a chance to work on some programs that have been seen as too expensive in the past like intensive tutoring mental health services and big curriculum upgrades the chief financial officer of Boston public schools calls it a once in A. generation opportunity I'm Rita folly

Corona Federal Government Boston Public Schools Rita Folly
Diplomats denied entry as 2nd Canadian goes on trial in China on spying charges

BBC World Service

00:27 sec | 7 months ago

Diplomats denied entry as 2nd Canadian goes on trial in China on spying charges

"Second Canadian citizen for alleged spying. Michael Cove rig a former diplomat was arrested by the Chinese authorities two years ago along with a Canadian businessman, Michael Spa for Mr Spotters called case was opened on Friday, Also behind closed doors. Canada says the trial's air in retaliation for its arrest of Mang Juanjo, the chief financial officer of the Chinese tech company while away Details of a major restructuring of the British Armed

Michael Cove Michael Spa Mr Spotters Mang Juanjo Chinese Tech Company Canada British Armed
A Pandemic Winner: How Zoom Beat Tech Giants To Dominate Video Chat

NPR's Business Story of the Day

03:59 min | 7 months ago

A Pandemic Winner: How Zoom Beat Tech Giants To Dominate Video Chat

"Roughly one year ago. I heard colleagues referred to a meeting on zoom. It was one of those passing references where people assume you already know what they mean. But i didn't. I literally never heard of the brand within a few days. Of course i knew as did millions of others who likely had not known before. Zoom is by no means the only way for a video meeting but the company has come out ahead during the pandemic zoom is among npr's financial supporters. And we cover it like any other company. Npr's shannon bond has the company's pandemic story chief financial officer kelly steckel berg vividly remembers one specific date. Last spring march fifteenth. Last year was the day when everything changed. Its like we woke up and almost overnight that demand grew exponential demand from companies. Trying to keep running after sending everybody home. School setting up virtual classrooms then. The floodgates opened here at npr weeded stories about fitness classes. Moving to zoom. You're going to need a broom towel. Happy hours complete with drinking games. We figured out rules for virtual beer. Pong one of our producers watched her sister get married over zoom. You may now feel your ballot. Chests by april zoom meetings were attracting three hundred million participants a day thirty times the amount just a few months before zoom was an upstart and it was going up against products from giants like google and microsoft which are both npr supporters. So how did zoom beat these heavyweights real richness to simply way easier. Jason freed is ceo of base camp. A company that makes remote work software. He told me over his preferred app. Skype he's been working remotely for two decades. He says zoom made sending a meeting link as easy as sharing a youtube video open room. You get a you moral you. Send the url around people. That's it unlike. Other video meetings people you invite to zoom. don't have to log in or download. Software freed says that simplicity meant even though. The app was intended for companies. It was really easy for everyone else to use to but zoom was so popular and convenient. It had a downside. The fbi warning about zoom bombing intruders has started crashing zoom meetings because security was so lax townhall school classes. Aa meetings. were all targets. Dennis johnson knows all about this last march. He was defending his doctoral. Dissertation on zoom in front of family and friends with an unknown attacker scrawled racial slurs genitalia on the screen. A year later johnson still avoid zoom when he can every time. Somebody called me. Dr arteaga On so it just like a nasty taste in my mouth. Researchers uncovered other security and privacy flaws zoom told users meetings were fully encrypted when they weren't the company admitted shut down the accounts of activists in china after pressure from the government. Zoom went into damage control mode. It put everything except privacy insecurity on pause for three months and it reached settlements with federal and state regulators investigating the issues. Stucco burg's zoom. Cfo says the episode was a wakeup call. It was a humbling experience for all of us but we learned a lot through it and we have come out on the other side at a stronger a better company with a stronger and more secure platform now. After a year of daily life and major milestones conducted over zoom what happens when people get vaccinated and can go back to seeing each other face to face. Daniel ives as an analyst at wedbush securities there could be a roaring twenties type field. Whose covid where people are just gonna wanna get out and just almost a pent up demand but he says zoom has made such inroads into our lives in the past year. It's here to stay so they're still time to learn how to use the mute button

Shannon Bond Kelly Steckel Berg NPR Dr Arteaga Dennis Johnson Skype Jason Microsoft Stucco Burg Youtube FBI Google Johnson CFO Daniel Ives Wedbush Securities China Government
Elon Musk has officially been made the 'Technoking of Tesla'

All Things Considered

00:34 sec | 7 months ago

Elon Musk has officially been made the 'Technoking of Tesla'

"Ceo Elon Musk, get the new title. Also, I have to say here I am honestly not making this up. In a filing with the Securities and Exchange Commission this morning, Tesla's said Musk shall henceforth have the title. Techno king of Tesla, and that the company's chief financial officer shall be called master of coin. In addition to their actual title's Yes, it's fun. Yes. Also Tesla's gotten zillions of dollars in free publicity from the media guilty as charged, but also It's a real company with real investors and real employees,

Ceo Elon Musk Tesla Securities And Exchange Commis Musk
"chief financial officer" Discussed on Behind The Numbers

Behind The Numbers

06:37 min | 1 year ago

"chief financial officer" Discussed on Behind The Numbers

"Everyone welcome back to behind the numbers Dave bookbinder and today we're talking about the evolving role. The CFO with Jim Caruso who's the chief financial officer at some Flora Health, group. Want to start the second segment by giving you an opportunity to brag just a little bit. I reached out to Jim after seeing that he had been recognized with the CFO of the year award and anytime CFO gets recognized with an award like that resonates with me because they're usually doing some prequel things besides just as I mentioned in the first segment financial stewardship so. When you give you a moment here. I know that you're humble, and you don't WanNa. Talk about it much, but tell the audience just a little bit about that experience in your word. Well, it was definitely an honor and a great experience and. One of the best things that came out of it. Was You and I getting connected in being able to do this? So the recognition is definitely a good thing and it was appreciated. You know it's. You wouldn't be human. If didn't enjoy seeing yourself in the Philadelphia. Business Journal write with your picture there and even a giant cardboard cutout at the event. Interesting, but. I mean the recognition was appreciated. It's nice to be recognized by peers. Mean I had? You know having been in professional services prior to the CFO role I had gone to that event in the past. And and you know always thought it was pretty cool that CFO's were being recognized as a key sea level, executive position, and that these individuals have been recognized. I always wondered how one one about getting that recognition, so it was nice to receive and. To be honored by peers, but you know. I couldn't have done it without a great CEO that worked for a great team that I work with and not just on my finance team, but it and HR in other areas of the company and you know for every one of us that one there's. You know how many hundreds of CFO's toiling in obscurity so I think they deserve just as much credit as well. Congratulations to you on that quick. So you mentioned you in professional services, and you've kind of bobbed and weaved if you will near career in professional services in CFO back and forth a couple of times, how's that benefited you and give me the or give the audience overview of kind of the strategic imperatives around that and what you've taken away? Sure well. Know I think that my time in professional services was phenomenal in and enjoyable and I. It really broadened me as a CFO I. I used to run a at least in my most recent professional services stint, Iran and transaction advisory practice, and also a financial outsourcing practice, so a lot of the experience that I brought into this role came from that previous role having seen. Probably fifty acquisitions and many of them that were very. Dirty, if you will in terms, you know small cash basis businesses without good books and records, so you know that was a great experience and in running financial outsourcing practice I saw many different companies in many different industries, so it broadened me. From a technical standpoint, but more importantly it may be entrepreneurial building these practices being involved in business development, getting more of a marketing and sales and marketing mindset. Building Network Those were all things that I brought into this. Current role, I had been a CFO before that as well at another company before going into professional services, so that CFO experience gave me the technical skills to effectively act as a part time CFO to my clients while I was in professional services. So you know every everything I? Did set me up for the next thing, so that was the strategy behind it and you know I think that everything. Everything you do, gets you to where you are. So you know I could look back and say Oh, if fight state and professional services I might have been a partner earlier in my career, if I had stayed in industry I might have been a CFO earlier in my career but it doesn't ever paid a second guess things because everything you do. builds on itself and ultimately I'm. Proud to say. I was both a partner in public accounting as well as a CFO in industry, so having reached the the top in in finance in both the public role and an industry role so. I'm happy with the way everything worked out, and and you know every. Spring something to the table and the idea is to bring you know shape your own role and bring what you most enjoyed from your prior experiences in and use those to shape your role and bringing those perspectives into each of the other roles, certainly helps as you said, read something recently about who is likely to be the air parent to. A CEO and the CFO is the number one name for taking that role ultimately. What's your thought on that? Well I hope it's true. It's something that most people aspire to I. Think being a CEO is is the pinnacle of career you know in industry whether you become one by being an entrepreneur or by Being a CEO of a company I think it's the pinnacle of of a career. As far as goals for a lot of people you know I think the article you site is great news for CFO's that do aspire to that role You know there. There are other schools of thought that say you really need to have a penal responsibility before becoming a CEO and that you know. CFO's May come up short in that regard so you know there's a couple of different schools of thought out there, but I think as we talked about the role of the CFO and just how multidimensional it is, and how close of a relationship there is to the CEO, you have a bird's eye seat to learn about leadership and to see the entire company so personally. I think it is the ideal Move to I. Think CFO's are in general very well positioned for that role. I happen to agree with you on that front. How can the audience reach out to you if they WANNA, learn more if they want to have a conversation with you. They can email me directly at the company J. Caruso CER USO that's SIMPLISAFE DOT COM and.

CFO professional services CEO WanNa Jim Caruso Dave bookbinder chief financial officer marketing and sales Flora Health Business Journal Philadelphia J. Caruso partner executive Iran
"chief financial officer" Discussed on Behind The Numbers

Behind The Numbers

06:45 min | 1 year ago

"chief financial officer" Discussed on Behind The Numbers

"Getting to and from the doctor meal preparation, things of that nature largely Medicaid population, we operate in seven states where private equity backed. We have about fourteen thousand employees, and a number of the from brains that we operate under in different reaches. Thank you for that. We're going to be talking about as I mentioned in the opening devolving role the CFO, so you've been a cfo for a while, and I wanted to start with asking you. You about what you've seen in terms of the evolution when I'm working with CFO's on a day to day basis, it seems like they're taking on more than just. We'll call it. The Financial Stewardship of an organization there are involved with Infotech. They're involved with HR and other things. What are you seeing? What's been your experience on? My experience is the role has definitely gotten much broader. I like to describe it as almost like conciliatory type role. To be an advisor to the CEO in multiple areas, and it's different of course from company to company. It depends you know. Is there a chief operating officer and president below the CEO If not, that really opens up the opportunity for the CFO. To really step more into operations to be more strategic You know to handle HR and it as you mentioned sometimes, the CFO will have direct tangible responsibility for those functions on an org chart. Even if not, they're always involved in them, because finance is the hub for us so many different things in an organization that he or she can help involved in those areas. Yeah, and you're involved in both right both it char. CORRECTS. What's that been like for you? As you started to dip your toes into, those will call maybe unfamiliar waters. Well a HR is very challenging. Because of all of the regulations and compliance aspects particularly around ACA so it's been helpful to have a team internally that that really knows the INS and outs and you know some good outside advisors as well on the benefits front for example on the IT, side similarly a CFO is not a technologist, so I rely on the IT team to really understand the applications that data the infrastructure and and really to just be a strategic partner to them to help them to understand what we need to run the business to report the numbers you know everything is becoming more data focused with big data. How do we mind that? How do we get to what we need? How do we cut through the complexity so You know there's definitely has to be a partnership there between finance and it. They're absolutely inseparable. Do you have other functions reporting to you as decides it are? No that that that's about it. On from a technical standpoint, but again as a CFO at the opportunity to get into. Anything and everything. In fact, it was a lot of fun to be part of the group that rebranded the company a couple of years ago, employer was a new rebrand for us that that was fun to be a part of as well one of the few CFO's that likes marketing, and we ought to be spending more money on it so. That is interesting speaking of liking to spend money. normally it. The finance function is kind of the enemy of HR. From that perspective of spend. What's been your experience so far in working with your HR team? I. Think we work well together? I think at least for me. Personally I have I think the employee experience is very important. So you know you can't do that without being cost conscious. Right I mean there's always more money that that you could spend, but there are so many things you can do for employees don't even necessarily cost the company a lot of money like making sure they have a 401k benefits, other insular voluntary benefit programs they participate in. It Dr- helping drive engagement among employees, and and making sure they have a good experience opportunities to learn. There are so many things you can do that. Don't even have to cost a lot of money. Yeah, very very true when you talk about getting the right people on your team. Obviously, that's critical as a CFO. You're not expected day to day to know all the INS and outs of we'll call HR function per. Se, it's. It's important to have the right person in. In that seat. How do you go about thinking about constructing a good team? And what he looked for in the individuals that you're talking to well, the right team is critical You know as Jim. Collins famously talked about getting the right people in in the right seats, and I'm blessed to have a great team, but what I look for when I'm hiring or promoting. My number one attribute is intellectual curiosity. I think that somebody has to WANNA learn be devoted to lifetime, learning and you know reads a lot, and it's really open to new experiences. Somebody that really wants to understand why they need to do things, and and is not mechanical and somebody that can really think outside the box, and and come up with creative solutions, no matter what level they're at. I think intellectual curiosity is critical for driving engagement because I think engagement is about wanting to spend some of your discretionary time on your job, and wanting to be better and I think the intellectual curiosity is a key driver of that now. Not everybody that has intellectual curiosity is necessarily engage. They may have curiosity about everything other than work, so it's still up to the leaders of the business to drive that engagement, and to really leverage that engagement on the job, but I think intellectual curiosity is critical I also think work ethic is critical, having a positive attitude, a good sense of humor, communication ability, as you can see them going more for the intangibles. Totally. I think the technical skills can always be taught now of course at higher levels right, you expect them to have certain knowledge and experience but. I think at least for entry level hires The intangibles are critical. It's a I believe they're a neat. You know you have the more you don't, but the technical can always be taught, and if somebody has the right attitude, they can learn anything. Yeah, I completely agree with you. You're preaching to the choir and that when they say when I talked to candidates. Exactly what I'm looking for the technical piece that can be taught it. It's all those intangible folks and evaluation guy who spends a lot of time intangible asset. Believe me that resonates. You talk about engagement and. Wanted to go there just for a little bit if you don't mind because. In my book, We talk a lot about engagement in social media. There's a lot of discussion about engagement Gallup has said basically that roughly we one out of every three employees is engaged..

CFO advisor CEO chief operating officer and pr ACA Gallup Collins Jim partner
"chief financial officer" Discussed on WSB-AM

WSB-AM

03:05 min | 1 year ago

"chief financial officer" Discussed on WSB-AM

"Expected to be cut because of the pandemic district chief financial officer says they're bracing for the worst economic downturn since the depression cuts could include salary freezes and delays on textbook purchases tropical storm Arthur inches closer to the North Carolina coast tropical storm warning has been issued in eastern parts of North Carolina Arthur is the first tropical storm of the twenty twenty season reporter a Cameron Fairchild notes the season does not officially even begin until June first are there could cause dangerous surf and some flooding in parts of North Carolina WSU's time seven thirty five this one more thing for W. S. bureau district millage to factor into his forecasters Kirko returns this morning will be again any spin off Arthur that affects our weather here isn't too far away it's too far away and going in the other direction did that help increase our humidity a little bit over the course of the weekend and for today we've got an upper level low pressure system approaching giving us mostly cloudy skies warm and more humid today of five of the mileage meter a shower thunderstorm seventy percent likely but plenty of dry time in between Hiero on seventy nine lows tonight fifty nine to sixty two tomorrow mostly cloudy to partly cloudy a thirty percent chance for isolated thunder shower afternoon or evening high seventy five lows fifty six to fifty nine on Wednesday mostly to partly cloudy a thirty percent chance for an isolated shower high seventy two low fifty seven recapping the forecast for today mostly cloudy hazy warm and more humid with a shower thunderstorm seventy percent likely high around seventy nine right now is sixty seven I'm meteorologist Curt mileage ninety five point five W. S. B. C. K. what's happening now in the morning drive we will check it again tomorrow okay the group called the left side of the lord to go on the right we're hitting the five door towards the body of the nine eighty five we can't get a shorter work write late getting five eighty five north south at night eighty five purge valve to let the temp but I did it by itself three sixty to eighty five don't worry about four hundred south leave a call back at the break northwest seventy five fine seventy five click getting clear to Cobb jerky Bartow county's Democrats Dallas highway eastbound you're Casteel road terrible weather crazy roads negligent drivers you've been in a crash call John Floyd associates work with you on your recovery you need the upper hand in the John Foy the strong arm this war body by John for an eighty five point five W. SP but agencies running to Atlanta normally tracks around seven thousand people in the spring weekend day this past week in which time tickets and social distancing it was more like three thousand also relieved to get anything open speaking of opening the landing airport has remained open throughout the pandemic but folks to fit a little reluctant to fly coming up next those numbers that are beginning to rise there and the plan to turn school buses in bill wifi hot spots on the edge of metro Atlanta stay with WSBT news time is seven thirty seven opportunity check Hey this is Chris burns money update well well known business magazine promoted an article today about a twenty year old to turn to day trading in the stock market and made a fortune he of course details how you can do the.

chief financial officer
"chief financial officer" Discussed on KQED Radio

KQED Radio

01:38 min | 1 year ago

"chief financial officer" Discussed on KQED Radio

"As much as they should have been over those years Detroit over charged as homeowners by more than six hundred million dollars you might be wondering how the city could get home values so wrong after the housing crash in two thousand eight the average property in Detroit lost three quarters of its value but it took nearly a decade for the city to lower its assessments and off to reflect that taxable values are set by the city assessor's office which for years was plagued by terrible record keeping under staffing and the lack of expertise then in twenty thirteen it's official Detroit is now the largest city in US history to declare bankruptcy by far Detroit had run out of money emergency response times were through the roof the street lights didn't work catching up to the massive drop in property values after the crash was not a priority but that same year twenty thirteen the Detroit news broke a story about the bad assessments suddenly state regulators were on the scene they forced the city to re appraise every single one of its properties that had been done in decades the process wasn't finished until twenty seventeen by that time the city had been over taxing homeowners like Cynthia for years they should have some kind of government funding to help people with serious problems in their house because they dared rep a mop they should be accountable for something I asked the city's chief financial officer.

Detroit Cynthia chief financial officer official
"chief financial officer" Discussed on Extraordinary Women Radio with Kami Guildner

Extraordinary Women Radio with Kami Guildner

15:49 min | 2 years ago

"chief financial officer" Discussed on Extraordinary Women Radio with Kami Guildner

"I think that motivates people in so sort of tried to tile that together in this eighteen minutes had talked hocus pretty fun so people is really good and you know one of the things I think is really important. I actually love what millennials are doing to our corporate world because it is. It's making him shift that they have to shift to to be able to attract people into their businesses. And I think it's for the better. You know I do too because I think pink. We're also the most diverse generation in history and we're large and Socially aware generation thus far. So we're active socially actually in our communities and politically in our you know. We sorta don't tolerate certain behaviors in corporate America. That I think we're a part of the fiber of so many industries for so long and so to watch you mean and I'm even more hopeful. You know my son's seventeen the way he talks like that we're going to be all right. Exactly love that requiring corporations look in the mirror and and shifts in a way that I think's really positive I heard a statistic cystic just the other day and I want to say that millennials are going to be fifty percent or more of the workplace within just the next couple of years next year next year. Okay Yep Yep. We'll pass fifty percent mark in the year twenty twenty. Yeah so that's you know. That's the reason corporations have to change because it's rights. Hello uh-huh who's going to be working for you so I think it's awesome. It's awesome on the outside Danielle. You appear so bold and courageous. Is there anything you're afraid data. Oh Man I'm I'm afraid of so many things I'm scared all the time I think I just a handover. NOPE speier differently than others. Or you know I just don't let your stop me but I'm afraid I want people to know that because I do think my outward yeah I do come up pretty bold incompetent. I guess fearless. But that's that's not the reality. I don't claim to be fearless. I wouldn't want anyone to think that because I wouldn't want them to pink their their fear in means they're not ready or a sign of them not being successful so I got scared all the time. I'm scared before you get on the podcast August interview. I scared scared before I get on any stage whether it's five thousand people. I'm speaking to her twenty but then I just sort of talk myself into you and I do that by saying you know what's the worst that can happen and I think the other thing that I have really maintained perspective on my life where again I won't be sixteen certain John or you know what. Were your goals for yourself. Danielle when you're seventeen eighteen nineteen and all. You aren't Jewish Graduate College not be on public assistance. That's I was John Public Assistance and there's nothing wrong with public but that was my goal right. That's what I wanted to go to college and so for me to forget that that was the goal let myself be terrified by all the other things that I faced. Just doesn't seem realistic to me right. Like I always sort of say you know. How long would it take me to get all the way back to that? That place where the only thing I wanted was to not be public assistance right. Like how many failures would I have to ask for this subject to change so significantly he that I'd be back in the face where my I wasn't achievable moron. Kind of helps level set me around my fear and then I kinda use that fear to propel myself in oftentimes sometimes the thing. I'm afraid of the thing that you know is really the fuel for what's next for me And so having a couple successes with moments where I was really WTMA afraid and it turned out really well for me has also given media in the ability of you. Did face the next fear with a little more competence and I think that's the if there's one thing that I've learned from being an entrepreneur from doing this podcast and getting to speak to so many amazing women who have done just extraordinary things. All around the world all is that that fear thing is a real thing for all of us and it shows up for us and we just get good at stepping into it and and despite the fear and every time we stretch a little bit more. There's some warfare that's associated there and we step into it and then it's easier the next time and it just keeps that that. That bar keeps moving ray. I love that I love. I love the step into it like I haven't been that later. That's exactly right and we're never talk whenever becoming people who don't get afraid we just have developed tools for That's right so what are some of the biggest biggest lessons you've learned in your journey to so many I've learned that Wherever we go we take us with US right And so learning to not try to be somebody different In a work place than I do when I show up for my kids or when I show about you know meeting the moms or show with my friends and that's going to be my life long journey. It's my lifelong goal is is to show up as myself and knees in every space. I'm in and I would be lying if I said master that or that I feel the same level of comfort to Bya WII opposites different spaces but more and more as I've built my career as learned to be a little more myself in every space. I am so that's that's a huge lesson. If you can start at work now that's a good thing for you and your life will be a little easier and I got fine happiness more and then You know I think that I've learned that there's a really big difference between goals and plans and I think when you achieve some of the successes. Excessive have people like man. You must be so you know deadly focused on how to get somewhere and so driven and have this map you know how. Wow you climb the corporate ladder man that so so far from the truth the one thing that is true that I'm goal oriented so I set goals for myself every year. Every you know when you're going through your goals but then I don't get myself attached to how to get there right because it's a change it's GonNa Change a thousand times people. They had one or go to Miami tomorrow and I WANNA get there by airplane and I wanNA take united and I wanNA leave at eleven and I wanna get there by one and then what happens is you're like it's canceled. You have to get on a bus. You get stuck in for a week. Most people stop in theory. You know most people are like well. I'm in Missouri. Not Miami so therefore. That wasn't the goal that was meant for me Anna. You know. I've learned the difference between that. There is no goal that is not how you get there is going to change. It's GonNa look different from what you set out for it to be. I think the only difference between me and someone who maybe isn't where I am but wants to be is that you know they may have quit witness's Uri and they need to just get right back on that bus and keep going and then learn as much as you can when stuff goes in a different way than you wanted it to go right while I'm here for a reason. So what can I pick up and from WHO prey huge lesson and it's made it easier for me to make decisions along the way in. Tonight's a headache all set for the year. I mean what's what's your your approach to that because I'm so busy because I'm so self analytical I usually Liam really aware of the things in the year that didn't go the way that I needed them to For me if there is something that I wanted to do that I didn't do go set around. Oh just push the goal into the next year but I try to understand why what was going on in my schedule or going on within me personally Personally that didn't help didn't get exactly where I wanted to shift basis. That's right because otherwise you're just reset the goal with the same bad habits So most most of my golder around my own my own works are like my own internal work and I WANNA be more this or You know I wanNA be less missed. I WANNA spend my time in this way and more of my time. In that way I do set set goals that way right to one of your goals in for me to buy some investment properties without understanding yourself and what might prevent you from getting their spending habits or you know hating to do personal finances because I do them all day I it makes it hard to like actually set goals. That are achievable towards the bigger goal. So you know all cycles like hiring personal cowan that really sort of takes. My money does not want me or you know just things that are you know really helped me get there. But it's all about understanding myself. I in what I need to do. Better better or get help doing arm to achieve goals so my my yearly goals look pretty funny and are pretty tactical and they're also like it's just a lot of self work I WanNa be in twenty twenty. I've already started thinking about this. I WANNA I WANNA care less. What the outside world thinks of me you know? I can only do that by setting small little goals. You know. We're in a moment where you know. I changed my outfit because I'm worried what people are GonNa think when I'm on that stage don't change my outfit and really that that simple little To progress towards a better version of myself not such people either so that you know that's a long term goals they need but each year. I set smaller goals to try to achieve that. So what tell rooks. That's good. That's really good. What's the legacy you hope to lead? Oh my Gosh I hope you know I never think about what I WANNA do for a living only who I wanna be for a living. That is really rich. I love that Eh. Ah Titled All that come in Nick chains ner temporary but I guess I guess what I hope people say the chill. She left me better than she found me because She shared something that I related to. And you know I hope that legacy you bet I left my communities and the people in my communities better than I found them. I don't want people to walk away from interactions with me Worse than they were or even you know the same as they were so hopefully I can use everything hard that I've been through in a way that makes something easier for or somebody else. It's kind of I think that's why I'm here. I think that's what I go through what I go through. And even if it's not it sure helps me get through the day to think that way. Yes look to leave it a little better than founded and I love it. Yeah Yeah what. What's next for you? And where can people learn more about you and your work. Gosh you know again hard to answer that question. What's next for me to walk through? Open doors there you go with Komo Going to be traveling a lot less of getting more involved in Colorado community again. I'm using my role here at the trust to do that. So that's already happening in just feeling joy every day getting to do that and then you know we're really doing some expansions..

Danielle Miami America US John Public Assistance speier Jewish Graduate College John Colorado Liam Missouri cowan Nick fifty percent eighteen minutes
"chief financial officer" Discussed on Extraordinary Women Radio with Kami Guildner

Extraordinary Women Radio with Kami Guildner

11:35 min | 2 years ago

"chief financial officer" Discussed on Extraordinary Women Radio with Kami Guildner

"Journal's forty under forty award during her remarkable career. She has been featured at Ted ex mile high women women of Telecommunications Tech it out talk the black women lead summit and the women of Denver Summit in just a few as a mother and community advocate Daniel as a passionately involved giving back to the community. She has been a longtime mentor with the Challenge Foundation. She is the president of the Board for the mile high ministries mysteries and of course she's part of the Women's Foundation Colorado Executive Board. Let's meet Daniel shoots welcomed extraordinary women Radio Danny now. I am so thrilled to have you join us today. Thank you so much for having me. I'm excited to be here. I'm thrilled to have you and it's been so much fun getting to know you this year as we both sit on the board of Trustees for the women's foundation of Colorado what a wonderful organization we get to participate on. I'm beyond grateful to be a part of it and I just need all of you as well. It's been phenomenal. Yeah it's the the board is just amazing. The women of the staff the leadership. There where it's just it's really truly such a good organization. We're doing such great things. Yeah it's just all the connections with a work that's happening. They're just so close to my heart so it feels cool to get to be aboard where it's just so close to home and to be on their side of it is just so cool. Yeah it really touches my heart as I. I think we were both single moms so I think it's space for us that that we really love to raise up women and I know one of the things. You're really working on right now. KYW's around the Impact Committee Committee in the year leading that committee and I get through part of that committee. You WanNa just do a quick shout out for what the impact. May's about yes. Oh programmatic investment committee within the women's Foundation Colorado. You know I really have a passion for a philanthropic work. That is sustainable. I think one way that don't drop work is changing is These items called investment. So how do we use our philanthropic dollars to invest in our communities in ways that have not been traditional not necessarily grant making but women starting businesses are we investing in businesses making sure that they have the capital to get them going Or you know affordable housing or other large capital items like Are we investing in those items that will be sustained within our cities within Colorado. Oh for for a long time. So programmatic investing is a real passion of mine in excited to chair that committee. Nick cited that the women's foundation is dipping. Its Toe but in a different type of storms dropping landscape. I am too and as soon as we started talking about it last year I was like yes I want to get involved in this because it just you you know for me. It's women entrepreneurship and in looking at investing in a different way in a way that creates impact is just to me is so powerful and it's and it speaks to. My heart speaks to my soul so I was the easy. Yes I'm so glad you were. Yes yes I'm learning so much because my background was not in the finance area so I am learning so much from so many of the amazing women and men who sit on that committee. So it's it's it's really exciting to journalists. I'm learning a ton too so and you are rocking stages all over the place right now. Now and I I I love to see you on the stage. You are so good on the stage or we're GONNA take. You always have such great stories. You Inspire you uplift and you know last year you were recognized as one of the most powerful women in Denver. So congratulations on that. Oh my gosh thank you so much. I still pinch myself about that. That was such a fun night. I went that evening and it was just. It was the the women that are being recognized in that. It's it's just so amazing. Congratulations Oh thank you so much. The Yeah Yeah Yeah So. Let's start with your personal story of being a mom at a very early age because I think that shapes us when we're young moms and we were talking about this earlier earlier this year shapes us when we're young moms and how we show up in lights so why don't you tell us that story. Yeah you know I I had my son MCI when I was sixteen eighteen years old so Catering seventeen this year which is just an insane amount. They yes yeah. Even close to the age I had they give me a whole new perspective of this journey but So you know as a teen mom and I think that as I think about that and the impact on me as a person Curson But really on my career be has been sort of the foundation of it and I never would have admitted that in the beginning of bacteria when I first became SAM RS. Twenty Twenty six hundred ten year old at home and the reality of not. A lot of people knew that because the secret I did I did being a team or not ought not a story I shared. It was a shame I carry and so when I first got a big team of people that was responsible responsible for as their leader. I really didn't want them to in addition to me being the youngest. CFO In the history of that department. Want them to think about me being a teen mom and just use it against meow here. You know you're inexperienced. You can't do this. You can't do that. I was just so ashamed of my age and you can imagine trying to be an effective leader carrying what kind of shame in those types of secrets. Not going well for me. So when I became a sleepover Messing it up pretty bad for you know four to six months depending on who you ask and it wasn't until I realized you know. Hey if I'm going to go down I'M GONNA go down being myself and I went into work and ask my team for help kind of admitted. Hey I'm really insecure about my age. I'm insecure about being the youngest person in every room. I'm in and the reason is because I had I had a baby at sixteen so I've been been the youngest in every part of my life in every aspect of my life than the judgments I received for being too young to be a parent or become apparent It really created a real walser me that I have now carried into my career and I. I just need your help in most of the people that worked for me at the state had been there longer than eh been alive and so you know to try to pretend that I was gonna be able to leave them without their help. Knowledge expertise was just silly announced the day I kind of learned how poor it my story was how important being a mom leads that it actually was making me a better leader and gave me some really interesting perspective did on my career and then also leadership was something nothing to do with how good I was at being financial technician and that really really for me. Leadership was about being a member of a team and being a visionary on a team but then also that I'd have to ask for help as leader for the rest of my life. The experience made me fall in leadership. So this powerful and when you when you just came clean with your team what was the response. Well I'm so grateful for that moment because it taught me the power of Boehner ability as a leader because they rallied around me from that. Hi Dave forward where they understood you know my weaknesses in the areas where I was feeling very exposed really did their best film those gaps. There I call all that those people that were from back at the state to this day when I'm feeling Like I'm having a hard time or feeling shame or I'm a nervous to be vulnerable in situation or I'm going to take a new job. I get their advice to day. Become some of my greatest mentors in the world and they worked for me in and they taught me so much about myself and so much about. How much people want to be there for you when you could be authentic invulnerable? There's so many things about that story. And it's one of the things that in the vulnerability absolutely and then the other part about. It is the fact that we lead from all sides right. We can be a follower. We can be a leader and we show up at all of those different ways when we are showing up As love that in. That's really what what happened. Open there. I do nothing this. I do. Leadership workshops with my horses. I didn't know that yeah and that is one of the most fascinating Canadian Things that that comes out of that when we do work with the horses and like last year for example we did with Lockheed Martin's leadership team and it was so powerful. What you see is is how when you start doing the work with the horses? And they start responding and reacting with with the team you start to see where leader where leadership can show up in different formats whether leadership followership and then the other part of that is vulnerability really comes or through some all of that. So it's it's pretty cool to be able to bring the horses in. Let Them Mirror. What's happening on team? Oh I love that I love that you think about the vulnerability that you shared back at the time and if you would have been able to take that whole team together together and be with the horses there would have been some really magical things that would have happened to unfold with. thatt's so that's that's what popping up for me on that. Yeah I love that that. Just stand in the face of this creature that show strong an inner. That really is what you're looking at when you're thinking about leadership you know window. I have to be the strongest in the room. When do I have to let someone else? Strengths come out. Where do I have to let people know? I'm scared or I'm struggling so that they can step in to help me the and that's that's leadership that's what it is that's cool. That's really cool. So tell us more about the ARC wave your your career from that point from from the Colorado Department of Public Health. After I left this state I decided to go into corporate America which was a really interesting transition. People met I was crazy and I went over to the West Division of comcast as the manager of financial planning and analysis. I got a lot of feedback. Tweaking not huge title title and responsibilities shift but I was really specific that I wanted to learn forecasting and projections. You need I needed to go into corporate America to do that to me. It was a gap take my financial portfolio. What I saw for myself for the future extinct much about titles at the time and I really don't to to this day probably been clutch about titles and so I just said you know I wanNa do this? I know that there's a gap in my finance portfolio than I can get and I did. I went Karadzic manager in I had one who on employees for for about a year and it was amazing. The great time of learning and I'm getting to work a really cool strategic credits guerrilla spending so much time With my team or managing people are really eat higher levels of that I had before in the night did about three years. I was promoted to Director Financial Planning Analysis for the West Division About a year and then I was a director for about a year denounce reported to the vice president of finance and business operations for the West Division of comcast comcast for five years And then in Journeyed back into what I call is my mission work and now the chief financial officer for the Colorado Trust..

Colorado Denver Impact Committee Committee comcast Daniel Foundation Colorado Executive America Challenge Foundation Journal Twenty Twenty Telecommunications Tech Colorado Department of Public president of the Board Nick Director Financial Planning An Karadzic CFO Boehner technician Lockheed Martin
"chief financial officer" Discussed on WJR 760

WJR 760

07:04 min | 2 years ago

"chief financial officer" Discussed on WJR 760

"Is David Lochner. David recently joined the children's foundation leadership team as our chief financial officer CFO is they say. joining the foundation David spent his career in banking most recently as the president of east Michigan for Huntington bank David also served as the president of Michigan four FirstMerit bank and the director of commercial banking for RBS citizens commercial banking group in Michigan David holds a master of business administration and finance from Washington university in St Louis and a bachelor of instrumental music education from Eastern Michigan University David Locke are welcome to caring for kids thank you Larry and welcome to the foundation thank you could be here we're delighted that you're with us and not only in the room but more importantly with the foundation so over thirty years of banking experience and being a president being a leader how do you think that in those experiences have prepared you for your new role as the CFO of the children's foundation. well you know I've been really blasts over all these years and my banking career to be in a situation where I never stop learning you know most importantly I've learned from and about people. I've worked with a wide range of very talented business people both his clients and his colleagues have learned through the best practices and business management leadership and and concepts around community engagement and community impact you know I've also been a father for the last thirty six years and grandfather for the past seven. and this is taught me the importance of providing young people with kids centric services that offer the very best support for their health and overall well being. so that's a lot. well you're prepared yeah I had but I'm I'm ready to roll yes we are rolling so so tell our listeners that that that may be familiar with the children's foundation since we are the we are the sponsor of this program and then we complement this program with Crain's Detroit business and social media so but they may not be familiar with what a CFO what the role of the CFO is in in in a foundation like ours and in so tell us a little bit about the importance of having someone like you in the position that you're in as the foundation continues to evolve. sure you know this position has most of the traditional roles of a CFO just thought within the financial stewardship and oversight of the financial process sees and those are all important core activities of of any organization in particular in particular important to a foundation and and a non profit I believe also charged with looking at helping to look after a hundred twenty five million dollar investment portfolio yeah that's no small no signal saying now bit did you know more importantly the narrative of the foundation over the past three years has really included a strong change dynamic. our mission as many of our listeners will now has expanded in new directions and geographies and this has had or will have I think implications for most areas of our operation and I moved I'm here to be a strategic partner in support of our core functions and specifically the that's things like grant making and fundraising and advocacy and had our overall engagement with community partners ultimately I'm here to help our team our leadership and our board he'll continue to be successful as we grow the impact that we can all have on the well being of children across the state yeah well that's well said and we're talking with David Loughery who is the children's foundation CFO chief financial officer. and you know what I say to a lot of people is that we indeed or nonprofit organization but we're also a business and so our credibility or transparency are relevance is all based not only on what we support but how we operate. and so it's extremely important to have someone like you making sure that we are efficient effective that were entrepreneurial and and so you explain that very well so now that you've been in the position for a few months have you seen. or how is the transition from banking to the nonprofit world any surprises any things that that you want to match well first light I would like to quickly thank are very talented staff and our support of board who have made it a very welcoming experience and and I've enjoyed in developing new friendships and they've all been very helpful with the th me making this transition it is different but not as different as you might think as you mentioned it is still a business it is still about team work it's still about core functions that they need to propel the foundation forward in its mission so what a lot in common that way they know the foundation has been on the move in it and it wasn't going to slow down for me to catch up so I've been running hard to ramp up in and find some early opportunities to improve our process and effectiveness and. changes been refreshing yeah so it's good to hear and so what are some of the exciting things that that are on the horizon are happening now in the foundation prickly those things that you're involved in well you know just in the last three months that I started with the foundation we've conducted a full day summit focused on pediatric behavioral health with planning conducted three major news events including helping Paul W. as annual Paul W. Smith golf classic. and we were instrumental in last weekend's roast of red wings broadcaster Mickey Redmond for the benefit of the Jamie Daniels foundation another behavior health care initiative of the foundation we announced another exciting round of grants which brings our two thousand nineteen told almost six million if that wasn't enough we announce the the evolution of our brand so that was a lot of very helpful through rants the brand the name and so all happen this summer so we're we're looking forward to a great fall in a even better twenty twenty and your big part of that effort and we're delighted to have you on the team and so thanks for everything you're doing thank you Larry David Lochner who is the children's foundation.

David chief financial officer CFO David Lochner president Michigan David Locke CFO Eastern Michigan University St Louis RBS Washington university east Michigan Larry director Huntington hundred twenty five million do thirty six years thirty years
"chief financial officer" Discussed on 77WABC Radio

77WABC Radio

03:15 min | 2 years ago

"chief financial officer" Discussed on 77WABC Radio

"A noose chief financial officer I think yeah and they might rename themselves but ran it's over body retire or are you allowed to retire when you're that big garden yeah do you have to just sort of disappear I don't know is Sarah is is whining and that tells me that we need to go to Alan Tomlinson our guide for manufacturing in America and our our guru about the Chinese mis handling of this whole matter of while way Alan how did you hear Mr ran these remarks about life or death if this was an American company I would say shorted me until oblivion good evening to Alan I think you're absolutely right I mean these are clearly not the words of an optimist and what's specially fascinating about them is that until now run who's been putting up with a pretty brave front he's been giving many more newspaper interviews that he has in the past he's clearly been going on a public relations offensive over the last year or so one who hit hit his company really came into the trump administration's crosshairs and he's been quite adamant that although they might take a considerable short term it that they're designing they won't computer chips which will enable themselves to be free of dependence on US products the they they've got their own substitute software system for the smart phones for Google's android that ready to route to plug that in at a moment's notice if they lose access if they lose access to that intrude system so again he's he's been talking up will always product until very recently and this looks like a big you turn and not in and not in any direction that would please walk we shareholders well yeah well the shareholders of Beijing basically ninety nine percent free they say their employee owned rent himself owns one percent remaining ninety nine percent this comes from us work done by Donald Clark of George Washington University ninety nine percent is a union which means it is presently controlled by Beijing that out of the way Allen I'm a little bit perplexed and the reason is that while we got this enormous care from Wilbur Ross commerce secretary on Monday another ninety day exemption and and that really means that they've got an important lease on life and yet if any and you're right if you listen to what ran as been saying over the last let's say two three months it's been actually quite optimistic a lot of bravado and then all of a sudden he gets what he wants which is the ninety day exemption which is a really important lease on life and then he comes out and says this is a live or die moment which I was shocked when I saw that I I know that this is sort of like this question to John just as you but if you can go into a little bit more depth because I I really am very surprised by what ran just said a few hours ago well there's one more reason.

chief financial officer ninety nine percent ninety day two three months one percent
"chief financial officer" Discussed on 77WABC Radio

77WABC Radio

02:02 min | 2 years ago

"chief financial officer" Discussed on 77WABC Radio

"You see what I learned? In looking for work or an interviewing people the people that have the most information when I wanna be wowed. I wanna see some of the bright eyes. I wanna see some of the energy. I wanna see someone with substance. I wanna see someone that their homework that went out looked around and those with going on. I was introduced to woman who wanted to be the president of one of the divisions of a company I was running in order to get to me. She had to work through to people in human resources that she convinced. She knew what she was doing. She had to work for my chief financial officer who can convince me that she understood the finances a work through our selling senior VP to convince me that she knew the marketplace, she had a meet with our retail team to convince me that she understood retail. So the by the time, she got to me as the CEO of the company she had met a lot of people. And I was impressed. They all said, we should hire. She came in my office navy blue suit black shoes. Nice handbag. She looked good. She looked professional. She looked like she was serious yet, a fashion style tour, I thought her package made sets, and we started to talk about the company and the more I talked about her and the more. I looked into those bright eyes. I was starting to become convinced. I've wondered hire this woman until I asked the one question, do you? Remember the storage ESI wondering if it's the same question you've asked that gets people in a lot of trouble. Let's did you visit any of my stores. Exactly. Thank you. I said to it which of my stores that you visit. Silence. This.

chief financial officer senior VP CEO president
"chief financial officer" Discussed on WNYC 93.9 FM

WNYC 93.9 FM

01:59 min | 2 years ago

"chief financial officer" Discussed on WNYC 93.9 FM

"Normally chief financial officers job involves pouring over balance-sheets and Bank statements. It's a bit different in the cannabis industry. Business is still conducted largely in cash because under federal law. The drug remains illegal last month, the house committee advanced legislation that would authorize banks to serve legal marijuana businesses for now managing pot business in the thirty four states where marijuana is legal requires some creative work arounds. NPR's? Yuki Noguchi reports Tom did you vani spends his time trying to figure out how to move money to run his business loads of it. Did you is a former Ernst and young accountant and a family, man. But now his job feels a lot more gangster then pencil pusher. Did you vani looks like he could be radioed his brother with a nightclub bouncers build? He says he likes living on the edge, at least business wise. And that's how he ended up here. Leaning into an unmarked armored van metal cages that middle cage. It's to protect cash from would be thieves. This is how you transfer money at Camdessus an organic pop producer in desert hot Springs, California, under the watchful gaze of big men carrying lots of guns have an ankle holster like another one of the small of their back, and they're wearing tactical gear. Pretty crazy. They safeguard coded bags carrying mostly twenty dollar bills over the course of a month. We probably have two million dollars in cash. That's in. State of transit counting all that is a pain. And it's heavy he has fulltime workers doing just that it's three or four hours a day that they're standing in front of that machine. Feeding cash into it. It's three times after every transfer at an undisclosed location that process he says, we're not allowed to see gets transported again on a random schedule to our processing facility, which is a different city that I won't name the legal narrow one of business operates in murky financial world without help from major banks can Bessant for example.

marijuana Yuki Noguchi cannabis vani desert hot Springs NPR Ernst accountant California Camdessus producer Tom two million dollars twenty dollar four hours
"chief financial officer" Discussed on VIBES-LIVE

VIBES-LIVE

2:23:37 hr | 2 years ago

"chief financial officer" Discussed on VIBES-LIVE

"We love. Quick. The class. Shop. Got him. Trask and attack with the boom pepper. We know. I'm the cream. Because I'm making. Stop. Spradlin. Pres- come. Break that. Body. Blow flow fight dome arena. Slow motion on your money. Super super Macomb shoot them down. What the we keep automatic polka dotted Let's one. get the casket. Get the ten hundred twenty maybe. On the. Hustled. Floor. All. Three. Across. You can. God stowed. Studio. Thanks. That's right. Bench way. Yeah. Seven three record clip. Your boss. You know, we. Robin lease spots. With. Shelley care. Bobby Brown skin. Bobby brown? Judge branchy. Baby. Sixty. She says simple. Cima savvy. Patrice. Robin. Distribution. Girl. The bad. Brad a witch. Dark star records real slick. With that girl. Tara. What I'm about right? We've done. Clink? What what's your? You talking about me like. The battery company Maxwell technologies for about two hundred eighteen million dollars in stock the deal tesla boost and battery technology tries to cut costs in mass produce electric cars. Those improvements involve improving battery capacity in cutting down on recharging time Maxwell technologies chief financial officer told analysts last month because of recent technological developments sandiego company expected to form new partnerships within six months, tesla says it expects to deliver three hundred sixty thousand to four hundred thousand vehicles this year a growth rate of forty five percent to sixty five percents compared. Pushing. Just keep pushing make is a real. Guess what? I'm thinking. In the south. Oh boy. Anything? In the way. A station. Coast push smoke. Make just a code of south coast. Something. Listen. Coachman. Finally. Kevin. Good. Outside. I. Every. Lack of. Spirit. Spirit. Spirit. True. Spam. Spirit. France will. Arroz legal round for measure. Transformation. K slick Rick Daryl. Came. Kids. Outs. Is this? Actress. King. But we heard. All the fat boys chain out of still. And sailed. Free. Thoughts. Not finished. Of the middle of everybody. All. Thank you. Small. That's my. We know this. This. We know this. This. Chris. Chris. Chris. Floor. Tonight. In. Can. Stove. Thanks, sean. Hi, my pants. That's right. With. Three. Tell us Robyn lease. Choi care. Brown skin. Bobby brown? Wow. Fifty. The bad. Brad berkowitz. Dark star records real slick. With. Where? Turn known. What i'm? Clink? What? You talking about. Here's my. Talk to you later. Check. Precision. You can. What's cooking? Time. Just trunks. Gets too much. Keep up. Thousand outs. Will be start away. With my friends. You will meet your sense. Street Journal and then. Barros? Those who struggle in real fucking. Corks all. Soaking. Place to be for free, Robin. On. Scooting country all off. Join CM song. We go from the floor. And she to win. Not. Still winning. What? Challenge. Twenty four seven. Swell. Microphone for room. Robin. Pop. Game on the latest. Conversation in Philly where we. Still. Baby girl. She's still going to catch you. In to a motive. With the stepping. Drop dropping west. Feel back. Trek spec. Think. Outside outside. Phone. Yeah. The. Morning. I had. Could morning enjoying life Kuzin cruising. That's one of my classic cars. Welcome to the celebre girl. Miss Ashley helper that blazing hot has. Of things to subtract thing notification. Okay. Let's jump into it before I start just video. I just wanna say rest and tastes. Hustle. Thank you for your wisdom. Took me a while to say anything about hustle because it was so. Docking. And I know a lot of people are still lost for words case this story. Maybe not so as we all know loss nipsy hustle Sunday afternoon. Everyone fun fans tosa Lebanon. Action was not. Has level of petty? And fans love. Kick them in the head. Defending. Female. Never. Cohen just war. We all thought that. No. The facts. Fishing fishing? We leave. The costs. Live. Materialism got me like the lighter. Things. Looking through our class. Our class. Do. We go to the club. When a second. One thing that is because there's certain things that should be understood. Topic? Whereas riyadh. The only. What? Wanna stand? What? That stuff. Start shooting over confession. Who's? All. From. Cross. Who's gonna? You. Who's gonna drive you? Screen. Who's gonna try? Who's gonna? Dr. Try. No. Place. One. That. So that we are special. He was Kim. Graham. I was. And. Called somewhere between. Still. When was. -cept? Friends. Watching this came.

Bobby brown Robin Brad berkowitz Chris Maxwell technologies tesla Kim Trask Pres Cohen Shelley care Cima Patrice Rick Daryl France Dr. Try riyadh chief financial officer CM Kevin
"chief financial officer" Discussed on AM 970 The Answer

AM 970 The Answer

01:34 min | 2 years ago

"chief financial officer" Discussed on AM 970 The Answer

"Position chief financial officer, Allan weasel Burke, as part of the Democrats rapidly expanding Russia investigation on ABC's this week Sunday. House minority leader Kevin McCarthy said democratic leaders are desperate are determined to impeach the president in this process to be impeached show me where the president did anything to be impeached. The other thing you have to listen to what Matt Lauer said Nadler setting the framework now that the Democrats are not to believe the molar report in a tweet on Sunday. President Trump lasted a new the Russia investigation calling it a partisan probe unfairly aimed at discrediting his win in the two thousand sixteen presidential election. Spacex is crew new crew capsule ride at the international space station. Sunday morning acing its second milestone just over a day. Taking hard capture. And with that SpaceX dragon capsule became the first American made designed for crew spacecraft to pull up to the international space station in eight years. Dragon. Dr Thomas sleeping instead of relying on the station's robot arm for how you're going to procedure hours later, the hatch. Swung open and the astronauts wearing oxygen masks and hoods floated inside to take air sample recommend that you set up the detectors if the six day demo continues to go. Well, SpaceX could launch to astronauts this summer dragon will remain at the space station until Friday when it undocked and aims for splashdown in the Atlantic. I'm Ben Thomas sacked to school in Oakland, California after teachers to Sunday voted to approve a contract deal with district officials they'd been out.

Spacex Russia president Kevin McCarthy President Trump Allan weasel Burke Ben Thomas Matt Lauer chief financial officer ABC Oakland Nadler Atlantic California eight years six day
"chief financial officer" Discussed on KLBJ 590AM

KLBJ 590AM

03:56 min | 2 years ago

"chief financial officer" Discussed on KLBJ 590AM

"Chief financial officer, Nicole currently Johnson. She says overall vision is to reinvest in the district to create much more impactful learning environment that aligns with the needs of today. I was just thinking you said we've invited Paul crews on the show many times, I'm thinking how many times do you see him interviewed period by anybody? I think it's very very rare seem on the TV's every now and then every now, and then I in that position. But you're right. I mean, a ISD is at the top of the chain when it comes to giving money back to the state. The USDA is the prime example of what is wrong with recapture. And robinhood, you're right. He should be on the leading edge across the state are our last two police. Chiefs have been completely one hundred percent excessive oil to us anytime. We had a question anytime. AST for God's sakes involves so many people in this in this town, you should be there when we need you. You did you through our questions here about this McCallum high school student? He's been charged with making terroristic threat towards the campus. Police say Tonio wicks he's eighteen years old at the school had written and had made several verbal threats. They were considered very serious wakes ran from the school now actually before police arrived. They had to chase him. They found him later at his house. He is in some trouble. But I got word this morning that one of his friends may be making very similar threats in social media this morning on Snapchat. We had a listener call us and say, hey, that dude's friend is making more comments more threats in the Snapchat world Tamang guys. I mean, you're doing this. I know your kids. I know you're dumb your. We're all dumb at that age. But yeah, you're welcome. But how do you how how did you think that was going to end for you? How did you make that threat that empty? Threat. What did you think was going to happen next? What was the end result? You were looking for. Maybe you got the wasn't an empty threat. Maybe it was. No, no. You're in trouble. You you. You always have to look at those threats serious to be serious understand. But you yourself apparently knew that that was a an empty threat. So what did you think was going to happen next Emily in south Austin, good morning? Morning. Hey, I just wanted to talk about the all day. Daycare really quick. Yeah. And I wanted to qualify. I'm at forty three. I'm single no children, and I was raised by a single better. So I'm not making value judgement on anybody. But my mother's mother told her don't have kids you can't afford, it you and your husband aren't getting along super wealth decision. They did it anyway. And my brother, and I ended up in daycare, and some my worst memory Harvey and taking care of other people who either and I don't wanna make it sound like I was horrifically abused. But you know, they they treated me like I was their job. It's miserable. I I don't I didn't like being away from my mom every day. I think a lot of kids the same. I can't imagine being born into this world. And the first thing happens to you is you get shipped off listen in some neighborhoods. This is a very good idea. And let me explain there are some neighborhoods were the. Entire elementary school is Spanish speaking only. Yes, they have trouble passing the state test. They have trouble. They get a little bit behind in their education. And they in a in a high rate of dropouts once they get to middle school and onto the high school. This gives them a chance to learn English. They can learn our education in public schools. And it may it may prevent the future schools that need to be closed because they're underfoot underperforming. I gotcha. I just my my wish would be in. My hope is that it's always used just for that purpose versus get my kid never worried about it. I wish we didn't have to use it for that purpose at all. I know I know I know it's too bad that we need.

USDA McCallum high school Nicole Johnson Chief financial officer Tonio wicks Paul Snapchat Emily Harvey Austin one hundred percent eighteen years
"chief financial officer" Discussed on OnEducation

OnEducation

03:39 min | 3 years ago

"chief financial officer" Discussed on OnEducation

"I encourage them to I encourage them to go through the district office in me in particular. So. That I can vet the software. Make sure it meets we have to state laws house Bill five in house. Bill two thirty two that are specific to student data privacy. And so I encourage them to go through me. So I can vet the software or at can help. Our have our digital earning coaches help vet the software, but when we don't know about those products that are being purchased. It is hard for the technology department to provide adequate support. And so when teachers don't get adequate support either, you know learning how to use the software itself or how to troubleshoot the software when things don't work if they don't get lack of support they do give up. I mean, I was a classroom teacher myself. And I know that most eaters will try something once they'll even try it twice. But the third time that they try something, and it doesn't work. They they will not try again. Sure. So so lack of support is is crucial. But that that. That's an that's a give and take because we have to know what we are supposed to be supporting so the so in in our district. We do have a process I worked with our chief financial officer to develop a procedure where if he gets a purchase order requests for software or an item of technology hardware that he is supposed to show those to me if it doesn't have my stamp already on it. And so that's a good procedure to to to have in place. But it doesn't always work. And then the lack of training is just it goes along with lack of time, you know, most school district have prescribed professional development program or number of hours that they have to cover and in many times teachers put in that extra time to learn whatever they have to learn for whatever the district has decided is the targeted goal for this year. And oftentimes they won't on their own. Go out and seek training to learn how to use a product or a software not I'm not faulting them for that. They don't have time. So that comes back to that other issue if they don't have time. And so if if we could somehow structure, either, our professional development or our school calendar in such a way that teachers have time to work with each other and to work specifically with products. I think you'll see a lot less of that wastefulness on the idea of software is not being used software products not being used. Sure, Diana was I was thinking about this. Do you have a process for making resource decisions? And is there anything you think you're doing that's unique to make these kind of decisions. So we can share with others. Well, the the learn platform that I spoke earlier, it does have a process in place where all purchases are requests for purchases would go through that platform. We have not kicked that off in our district yet, excuse me. But one of the things that we do have is we have a rubric that especially in elementary k five where we have the ipads is when teachers want us to buy apps on to be used for the ipads is as they we have a work order process. They put a work order in. And then that work order goes to the digital learning coach who then helps the teacher complete a rubric to decide if the app is.

Diana chief financial officer
"chief financial officer" Discussed on KTLK 1130 AM

KTLK 1130 AM

01:40 min | 3 years ago

"chief financial officer" Discussed on KTLK 1130 AM

"This exactly who wants to focus on liabilities term? But the fact is that your income need or desire in retirement may have a gap or liability we need to fill on an annual basis. Why look at developing how our assets are invested this way. Well, not to get too philosophical, however with just about everything in life the truth lies somewhere in between the extremes. So let me use an extreme example, if an individual has a million dollars of investable, assets and spend a million dollars per year. They should invest in cash because they cannot take risk, and it will be gone year on the other extreme an individual has seen million dollars. Yet, lives only on social security. They could potentially invest very aggressively and not need the money for their income and your point again as most of us fall somewhere in the middle. Yes. And we do not have a single client whose life or life circa. Stance is the same as another and that is our job as a wealth manager, or as we like to say, our clients chief financial officer to understand their uniqueness and articulate back strategy for meeting, their income, gap or liability in a way that helps them get today. Right. One is getting today. Right. Look like on most simple terms for the folks that are still accumulating for retirement. It's not under saving or over saving for clients or in or approaching retirement. It's not under or overspending. We decided years ago that the need for our clients to understand. This was so critical that we developed our own proprietary system sojourn icy and how do you use sojourn? Well, soldiering means are positive path of a longer journey. How we use it is on regular basis. We sit down with our clients update. All of the pertinent information and review the impact of their objectives. At a very dynamic visual process. Sojourn has the goal of giving our.

chief financial officer million dollars