Most financial advisors learn about a liquidity event the same way everyone else does. They read about it, or they hear through a contact, or they send a LinkedIn message hoping to get in front of someone before the money moves. InVestra tends to already be in the room. The Jacksonville-based wealth management firm, founded […]
Autonomous software agents are moving into the back office of finance, and accounts receivable is where they are landing first. As such, the task of chasing overdue invoices, historically repetitive and expensive to staff, has become an early test case for AI that acts on a company’s behalf rather than simply assisting a person. It […]
For years, the chief financial officer was primarily expected to report results, manage cash flow, and ensure the business remained financially compliant. Those responsibilities still matter, but they no longer define where finance creates the greatest value. As companies have become more complex and growth decisions increasingly affect everything from capital allocation to regulatory exposure, […]
For more than a decade, Marina Moses sat inside the engine room of corporate finance, building the models that organizations like Koch Industries’ Invista, Georgia-Pacific, Aristocrat Gaming, and Amazon used to plan their futures. It amounted to a long seminar in how the wealthiest organizations in the country protect and grow their money. Everything she […]
In today’s fast-paced world, financial security often feels like an elusive goal, but Larry Clow has made it his mission to make that security a reality for individuals and business owners alike. A seasoned entrepreneur with a wealth of experience, Larry is a financial consultant who specializes in helping his clients achieve a tax-efficient, risk-free, […]
Rob Smith spent eight years as a Gartner analyst learning exactly how a specific generation of IT leaders makes buying decisions. He is now betting the next generation makes them differently enough to build an entire product around the difference. Periscope, the newest release from his firm, Lionfish Tech Advisors, is designed less around a […]
The argument that fair lending and profitable business are fundamentally in tension has been around for as long as the mortgage industry has. Pavan Agarwal has been building the counterargument for years. The numbers behind that work are now public. Sun West Mortgage Company, the national lender Agarwal leads, operates with what it describes as […]
For savers, the road to building wealth has always seemed pretty simple and straightforward: just deposit money into a bank account, buy government bonds, contribute to retirement funds, and allow compound interest to do the rest. That model worked well until the foundations of global finance in terms of interest rates, globalization, and monetary systems […]
Ask a finance chief where the contact center sits on the P&L, and the answer is almost always the same: a cost to manage down. ContactPoint360 is asking that the question be reopened, and it is using its own collections and sales numbers to argue that the line has been filed in the wrong column. […]
Nonprofit funding can look strong from the outside while still being difficult to manage from the inside. A successful gala, a generous year-end campaign, or a major grant can all create momentum. But for executive directors and boards, the harder question is often not whether money can be raised. It is whether enough of it […]
