In business, a primary goal is to grow your company’s size and reach to the point where it is the most profitable in its niche market. To accomplish this goal, you may need to allow another larger organization in your field to acquire your company in a business combination. But what is a business combination,…
In this episode of FinPod, hosts Asim Khan and Duncan McKeen discuss integrating contractors into financial models. Their conversation covers forecasting and analyzing contractor expenses, from calculating workdays to understanding cash flow timing. Duncan also shares Excel formulas designed for contractor analysis. Gain insights into the necessity of contractor analysis in financial planning as companies…
In this episode of FinPod, hosts Asim Khan and Ryan Spendelow dive deep into Basel III banking regulations. Join them as they discuss the intricacies of Basel III and its significance in risk management. Understand the historical context behind the Basel Accords and understand how it emerged as a response to the 2008 global financial…
In this episode of FinPod, host Anna Talerico chats with Vijay Maharaj, CFI’s Director of FP&A, to discuss his career journey and what it’s like to work in FP&A. Discover how Vijay’s path through economics led him to a career in financial planning and analysis. Get a glimpse into a day in the life of…
One thing that any company in finance and technology should try to manage is the level of risk that it’s experiencing, as risks lead to loss of money. To learn how to manage risks effectively, fintech professionals should take advantage of online enterprise risk management courses. What is a Risk? Before we discuss which risk…
In this episode of FinPod, host Asim Khan sits down to discuss data visualization with Sebastian Taylor. They cover best practices for creating effective visual representations of data, from choosing the right charts to crafting impactful stories. To communicate data effectively, learn the importance of understanding your audience and focusing on key messages. Sebastian shares…
It’s an important consideration: what is the difference between wealth management and asset management. While both asset managers and wealth managers seek to improve clients’ financial well-being and financial success, they have distinct focuses and methods. This article delves into the similarities and differences between these fields and explores the career paths they offer. What…
In this episode of FinPod, Asim Khan & Glenn Hopper talk about AI-enhanced financial analysis. They discuss the power of ChatGPT in democratizing data and how this technology can help improve workflows and analysis. Learn more about AI’s impact on roles in investment banking and accounting and how to use generative AI to work more…
What is a Bolt-On Acquisition? A bolt-on acquisition is a transaction in which a larger company acquires a smaller company that offers complementary services, products, or geographical advantages. Private equity firms often use bolt-on acquisitions as a strategy to grow their portfolio companies and increase their value. Advantages of bolt-on acquisitions include efficiency and effectiveness…
In this special episode of FinPod, host Anna Talerico shines a CFI member spotlight on Stephen Moerane, a remarkable individual whose journey has come full circle within the CFI community. Stephen’s story begins as a CFI learner and progresses to a CFI team member. Listen in as Anna and Stephen discuss his inspiring transition from…
