Successful CFOs aren’t just good with numbers and strategically insightful; they’re leaders who persuade others to line up behind them when tough decisions have to be made. That makes their ability to cultivate trusting and productive relat…
Earlier this year, the World Economic Forum released a report on upskilling for shared prosperity. It was a call to action stating that closing the skills gap could add up between 5 to 6.5 trillion US dollars to global GDP by 2030. Now more than ever, …
Over the past decade, big data and digital technologies have disrupted industries and consumer behavior alike. IDC and Statista estimate that the volume of data generated experienced a thirtyfold increase in the past ten years alone (Statista). None is…
As a foundational element of the IPTOP framework, investing in people’s capabilities and ability to work with data in their day-to-day is paramount for ensuring all other investments in becoming data-driven have a return on investment. Through…
This case study of JonnyPops’ success highlights the unusual financial and operational strategies that enabled rapid expansion into a crowded and highly competitive frozen treat market. Wray’s strategies include: Advanced inv…
It’s financial planning time for 2023. Companies are challenged with forecasting through the unknown business cycle, dealing with a growing threat while navigating the process of analyzing an increasing quantity of data. To overcome…
The COVID-19 pandemic was arguably the most impactful black swan event of the last half-century and changed the way finance teams think about business continuity, risk management, and security. Suddenly, finance leaders were forced to rethink strategie…
Today, Stasia Washington is recognized as one of the “Most Influential Wealth Managers” by Los Angeles Business Journal. Her story began in retail banking, but her determined mindset and dream to be someone people trust with their financial…
When the 2020 COVID-19 pandemic hit, BlueShore Financial’s employees went remote overnight without skipping a beat. BlueShore Financial, a boutique financial institution with a unique vision was well poised for a seamless transition to r…
Giving Matters: Realizing the potential of a donor-advised fund (DAF) is a downloadable guide with key information to making the greatest possible impact with a DAF. From tax strategies that allow donors to give more generously, to advice on utilizing …
