From Idea to IPO Part II: The Well-Rounded Finance Professional
Field of Study: Accounting
In today's world, finance professionals must be more agile than ever. Though technical skills are an absolute necessity, the ability to be a true strategic partner for the business is a differentiating quality of the well-rounded finance professional. Graham Stanton, Co-Founder and CEO of Avise, joins this segment to discuss ERP software as an all encompassing solution, the importance of financial and operational metrics, as well as the idea of a well-rounded finance professional.
Financial Advisor’s Role in Divorce & Wealth Protection
Field of Study: Management Services
Divorce can produce significant financial and emotional challenges for all parties involved. In this segment, Lili Vasileff, of Wealth Protection Management, discusses the key financial issues in divorce, including child support, alimony, and property division. She shares some stories from her experiences working with clients, highlighting the emotional and financial challenges they face, and emphasizes the skills and training required to be a successful divorce financial planner.
Year-End Tax Planning and Preparing for 2024
Field of Study: Taxes
The end of the year is quickly approaching and there are many and various tax planning considerations and changes for the upcoming tax season. Tax expert Barbara Weltman discusses year-end tax strategies and looks forward to tax considerations for 2024. Topics covered include tax credits and deductions for green energy initiatives, retirement plans, charitable contributions and R&D, as well as IRS plans to increase audit activity and leverage AI and digitalization.
Benefitting Society Through Long-Term Investment Strategies
Field of Study: Finance
Ethical investing is a growing force in capital markets, and ESG funds posted increased inflows of nearly $659B in 2021. Long-term sustainable investing has become increasingly popular as investors seek to make socially responsible investments that align with personal values and long-term viability. Jennifer Coombs, a professor for the College for Financial Planning, has years of experience helping financial advisors and wealth managers build competencies in sustainable investing. She clarifies the path for finance professionals to leverage ESG investments to achieve financial, socially responsible success for all stakeholders.