Shows
FinPodMember Spotlight | Alexandra McLarenOn this episode of CFI Member Spotlight on FinPod, we are thrilled to host Alexandra McLaren, a Manager at EY Parthenon specializing in M&A transaction diligence and business valuations. Alex's background is truly unique, combining a rare dual qualification as a Chartered Accountant (CA) and a Bachelor of Laws (LLB) from the University of Stellenbosch, alongside her CFI FMVA® and FPWM™ certifications.Alex shares her journey from academic trainee and outsourced CFO to advising on complex transactions at a top global firm.This episode covers:The Dual Degree Advantage: Alex explains why...
2025-11-0443 min
FinPodMember Spotlight | Soliman AbbasSoliman Abbas's journey into investment banking is a masterclass in persistence and proactive learning. In this episode of Member Spotlight, the recent University of Bristol graduate and newly minted FMVA holder shares his inspiring story, from being an international student at 17 to landing his dream job.Soliman's story is proof that an intentional mindset and dedication to skill-building can change your entire career trajectory.In this episode, you'll learn:The crucial steps Soliman took to secure three internships before his second year of university.How he navigated the intense graduate job market, viewing every...
2025-09-0246 min
The Libinance PodcastVenture Capital in Africa Pt1: Expert Insight & PerspectiveSend us a direct message Join us as we sit down with Miracle Nnaji, FMVA® , a seasoned investment professional with over 4 years of experience in venture capital, equity research, and management consulting.Miracle is the perfect guide to demystify the world of Venture Capital in Africa.In this episode, Miracle Nnaji, FMVA® will share his expertise on:The inner workings of venture capital operations in AfricaInsights from his book "365 Days in Venture Capital"Practical advice for entrepreneurs and investors looking to navigate the VC landscapeDisclaimer...
2025-06-3034 min
FinPodMember Spotlight | Judith SinghIn this episode of Member Spotlight on FinPod, UK-based finance professional Judith Singh, FCCA, CFM, FMVA, shares her inspiring path to success without a university degree. From passing all her ACCA exams by age 20 to mastering project accounting, budgeting, and financial modeling, Judith reveals how curiosity, resilience, and lifelong learning fueled her growth in the finance industry.This conversation is packed with practical insights for aspiring accountants, career changers, and hands-on finance professionals navigating nontraditional career paths. Judith explains how she leveraged certifications like FMVA, CFM, and BIDA to develop real-world skills and how...
2025-06-1928 min
The FP&A Guy NetworkThe CFI Certification for Finance Professionals to Master Excel and Power Query with Landon & ClarkeIn this episode, Paul Barnhurst sits down with Clarke Carter and Landon Cortenbach, two finance professionals who’ve taken different paths into the world of FP&A and both turned to Corporate Finance Institute (CFI) to level up their skills. They discuss why Excel still dominates the finance world, what separates good FP&A from great, and how to pick the right certification to match your career goals. How Clarke used CFI’s FP&A specialization to move from accounting into planning and analysis, and how Landon, a seasoned CFO, turned to CFI’s FMVA program to sharpen his modeli...
2025-06-1250 minFP&A UnlockedThe CFI Certification for Finance Professionals to Master Excel and Power Query with Landon & ClarkeIn this episode, Paul Barnhurst sits down with Clarke Carter and Landon Cortenbach, two finance professionals who’ve taken different paths into the world of FP&A and both turned to Corporate Finance Institute (CFI) to level up their skills. They discuss why Excel still dominates the finance world, what separates good FP&A from great, and how to pick the right certification to match your career goals. How Clarke used CFI’s FP&A specialization to move from accounting into planning and analysis, and how Landon, a seasoned CFO, turned to CFI’s FMVA program to sharpen his modeli...
2025-06-1250 min
Financial Modeler's CornerHow To Simplify Complex Financial Models And Save Time with Scott PowellIn this episode of Financial Modeler’s Corner, host Paul Barnhurst sits down with Scott Powell, co-founder and board member of the Corporate Finance Institute (CFI), to discuss the principles and pitfalls of financial modeling. The conversation centers around how overcomplication, legacy models, and misused functions can undermine even the most polished models, and how thoughtful planning, stakeholder consideration, and service-oriented teaching can significantly enhance modeling effectiveness.Scott Powell brings over 25 years of global experience in corporate finance education and financial modeling. He is a founding member of the Corporate Finance Institute, where he has led the cr...
2025-06-0349 min
The FP&A Guy NetworkThe FP&A Fix for Finance Leaders to Solve Data Trust Issues using Empathy and Strategy with RamyaIn this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Ramya Krishnaganth, founder of Yuvi Consulting and a leader in finance transformation. Ramya brings a thoughtful and practical perspective on how FP&A goes far beyond numbers; it's about understanding the business, working across departments, and making real-world decisions easier. She shares stories from her work helping companies solve messy data problems, improve cost control, and build stronger financial processes.Ramya Krishnaganth is an experienced advisor with a background in cost accounting, financial planning, and enterprise transformations. She holds an executive MBA from Wharton...
2025-05-2950 minFP&A UnlockedThe FP&A Fix for Finance Leaders to Solve Data Trust Issues using Empathy and Strategy with RamyaIn this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Ramya Krishnaganth, founder of Yuvi Consulting and a leader in finance transformation. Ramya brings a thoughtful and practical perspective on how FP&A goes far beyond numbers; it's about understanding the business, working across departments, and making real-world decisions easier. She shares stories from her work helping companies solve messy data problems, improve cost control, and build stronger financial processes.Ramya Krishnaganth is an experienced advisor with a background in cost accounting, financial planning, and enterprise transformations. She holds an executive MBA from Wharton...
2025-05-2950 min
The FP&A Guy NetworkStrategic Finance Insights for FP&A Executives to Drive Growth in PE-Backed Companies with Nate SaperiaIn this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Nate Saperia, a seasoned finance professional and founder of his own consulting firm, to explore what great FP&A truly looks like, especially in private equity-backed companies. Nate draws from over 20 years of experience in consulting, corporate finance, and strategic roles, sharing practical insights on how to make KPIs measurable and actionable, the blurred lines between strategic finance and FP&A, and what working in fast-paced PE environments really entails. He also talks about the skills FP&A professionals need today, from mastering Power Query to...
2025-05-2250 minFP&A UnlockedStrategic Finance Insights for FP&A Executives to Drive Growth in PE-Backed Companies with Nate SaperiaIn this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Nate Saperia, a seasoned finance professional and founder of his own consulting firm, to explore what great FP&A truly looks like, especially in private equity-backed companies. Nate draws from over 20 years of experience in consulting, corporate finance, and strategic roles, sharing practical insights on how to make KPIs measurable and actionable, the blurred lines between strategic finance and FP&A, and what working in fast-paced PE environments really entails. He also talks about the skills FP&A professionals need today, from mastering Power Query to...
2025-05-2250 min
FinPodMember Spotlight | Jorge MarquesJorge Marques joined CFI back when it was just a WeWork dream, and now he's a portfolio manager at North Growth Management. In this episode, Jorge shares his path from studying math and economics and ultimately landing in capital markets. You’ll hear about the skills that helped him succeed, how he navigated the CFA and FMVA, and why curiosity is key to thriving in finance.This is a must-watch for aspiring portfolio managers and anyone in the early stages of their finance career. Learn how Jorge transitioned from rotational internships and tech startups to one of th...
2025-05-1537 min
The FP&A Guy NetworkThe Influence Skills for FP&A Pros to Build Boardroom Trust Without the CFO Title with Wassia KamonIn this episode of FP&A Tomorrow, host Paul Barnhurst chats with Wassia Kamon, the Chief Financial Officer at Access to Capital for Entrepreneurs (ACE), about her journey from financial planning and analysis (FP&A) to leading as a CFO. Wassia opens up about the challenges, surprises, and growth she's experienced, particularly in learning to navigate the boardroom and building strategic influence within her organization. Along the way, she shares valuable insights into leadership, trust-building, and why it's essential for finance professionals to expand beyond the numbers.Wassia Kamon is a finance powerhouse with over 15 years of...
2025-05-1552 minFP&A UnlockedThe Influence Skills for FP&A Pros to Build Boardroom Trust Without the CFO Title with Wassia KamonIn this episode of FP&A Tomorrow, host Paul Barnhurst chats with Wassia Kamon, the Chief Financial Officer at Access to Capital for Entrepreneurs (ACE), about her journey from financial planning and analysis (FP&A) to leading as a CFO. Wassia opens up about the challenges, surprises, and growth she's experienced, particularly in learning to navigate the boardroom and building strategic influence within her organization. Along the way, she shares valuable insights into leadership, trust-building, and why it's essential for finance professionals to expand beyond the numbers.Wassia Kamon is a finance powerhouse with over 15 years of...
2025-05-1552 min
The FP&A Guy NetworkHow Finance Teams Can Eliminate Data Errors and Automate Accounting with AI Parker GilbertIn this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Parker Gilbert, CEO and Co-founder of Numeric, to explore the transformation of accounting through smarter tools and processes. From his background in investment banking to leading finance at a startup, Parker shares the inspiration behind Numeric, a platform built specifically to simplify the financial close. Why the financial close is still so manual, how poor tooling can hinder team performance, and what it takes to modernize accounting. Parker discusses the pain points accounting teams face with existing software and explains why Numeric was designed to meet...
2025-05-0848 minFP&A UnlockedHow Finance Teams Can Eliminate Data Errors and Automate Accounting with AI Parker GilbertIn this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Parker Gilbert, CEO and Co-founder of Numeric, to explore the transformation of accounting through smarter tools and processes. From his background in investment banking to leading finance at a startup, Parker shares the inspiration behind Numeric, a platform built specifically to simplify the financial close. Why the financial close is still so manual, how poor tooling can hinder team performance, and what it takes to modernize accounting. Parker discusses the pain points accounting teams face with existing software and explains why Numeric was designed to meet...
2025-05-0848 min
The FP&A Guy NetworkHow FP&A Pros Can Fix Poor Executive Communication Using a 5-Step Framework with Anders Liu-LindbergIn this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) welcomes Anders Liu-Lindberg, a leading expert in business partnering and finance communication. Anders discusses how finance teams can elevate their role from traditional number crunchers to strategic partners within the business. He shares his insights on the importance of effective communication in finance, the value of business partnering, and how FP&A professionals can make a greater impact within their organizations.Anders is the co-founder and partner at the Business Partnering Institute, where he helps finance teams transform into strategic business partners...
2025-05-0147 minFP&A UnlockedHow FP&A Pros Can Fix Poor Executive Communication Using a 5-Step Framework with Anders Liu-LindbergIn this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) welcomes Anders Liu-Lindberg, a leading expert in business partnering and finance communication. Anders discusses how finance teams can elevate their role from traditional number crunchers to strategic partners within the business. He shares his insights on the importance of effective communication in finance, the value of business partnering, and how FP&A professionals can make a greater impact within their organizations.Anders is the co-founder and partner at the Business Partnering Institute, where he helps finance teams transform into strategic business partners...
2025-05-0147 min
FinPodMember Spotlight | Ayesha Felice N. ZainIn this episode of CFI's podcast, Ayesha Zain shares her inspiring journey from a background in public administration and philosophy to her current role in venture capital. She discusses the importance of mentorship, her experience with CFI's FMVA program, and the challenges of breaking into the finance industry. Ayesha emphasizes the value of networking, both in-person and through social media, and shares her aspirations for the future, including her non-profit organization aimed at helping young Indonesians gain international education and life experience. In recognition of International Women's Day, Ayesha’s story highlights the power of resilience, learning, and taking bo...
2025-03-0634 min
Financial Modeler's CornerFinancial Modeling Frameworks to Build Error-Free Models In Excel Using SIMPLE MethodIn this episode of Financial Modeler's Corner, host Paul Barnhurst sits down with Babatope Agbeyo, a corporate trainer with extensive experience in financial modeling, Excel, and valuation. Babatope shares about his "SIMPLE" modeling framework, experiences in financial advisory at Deloitte, and lessons from training over 3,000 professionals globally. He also discusses his passion for keeping financial models structured, logical, and error-free.Babatope Agbeyo is a financial modeling expert and corporate trainer who has worked across multiple industries, including telecom, manufacturing, oil & gas, and tech. With experience at Deloitte and D Brown Consulting, he has reviewed and audited countless...
2025-02-2535 minThe FP&A Guy NetworkFinancial Modeling Frameworks to Build Error-Free Models In Excel Using SIMPLE MethodIn this episode of Financial Modeler's Corner, host Paul Barnhurst sits down with Babatope Agbeyo, a corporate trainer with extensive experience in financial modeling, Excel, and valuation. Babatope shares about his "SIMPLE" modeling framework, experiences in financial advisory at Deloitte, and lessons from training over 3,000 professionals globally. He also discusses his passion for keeping financial models structured, logical, and error-free.Babatope Agbeyo is a financial modeling expert and corporate trainer who has worked across multiple industries, including telecom, manufacturing, oil & gas, and tech. With experience at Deloitte and D Brown Consulting, he has reviewed and audited countless...
2025-02-2535 min
FP&A TodayThe Consolidation King on Working Better with FP&A – Charaf Bourhalla“Consolidation. A lot of people don’t know exactly what it is. They think that it’s just an aggregation of numbers. Like you just add numbers, but it’s more technical than that. Most of the time when we are talking about consolidation, it’s international big groups that have subsidiaries around the world. Consolidation is the process of converting those financial statements normally built locally, because they have to be compliant with the local requirements and be compliant with the GAAP of the group.”
Charaf Bourhalla has been Head of Consolidation at Nestle Skin Health, Vimian Group...
2025-02-1940 minFP&A TodayThe Consolidation King on Working Better with FP&A – Charaf Bourhalla“Consolidation. A lot of people don’t know exactly what it is. They think that it’s just an aggregation of numbers. Like you just add numbers, but it’s more technical than that. Most of the time when we are talking about consolidation, it’s international big groups that have subsidiaries around the world. Consolidation is the process of converting those financial statements normally built locally, because they have to be compliant with the local requirements and be compliant with the GAAP of the group.”
Charaf Bourhalla has been Head of Consolidation at Nestle Skin Health, Vimian Group...
2025-02-1940 min
DuscapodThe Financial Plan for 2025Kickstarting 2025 with Financial Brilliance!
Join us on DuscaPod as we welcome the exceptional financial expert and Chartered Accountant Bogofanyo Ebitimi Onyambo ACA,FMVA BIDA for our first guest series of the year!
Together, we’ll unravel "The Financial Plan for the Year 2025" — packed with insights, strategies, and tips to secure your financial future.
Don't miss this insightful episode! Stay tuned for the ultimate financial guide to navigating 2025.
2025-01-1717 min
FinPodMember Spotlight | Antowan BattsIn today's Member Spotlight, I get to sit down with someone who can't sit still in the absolute best of ways. Antowan has done a little bit of everything, and it's all been driven by his curious nature and love of economics. It only takes a few minutes to understand what the power of curiosity and a genuine desire to learn can do for someone's career.From an apprenticeship as an electrician to transitioning into healthcare and eventually landing in logistics, Antowan's journey is a testament to the power of adaptability. His academic pursuit in economics combined...
2025-01-1644 minFP&A TodayCEO of CFI: Become a World Class Financial AnalystI speak with Anna Talerico, the CEO of CFI, a powerhouse provider of training and productivity tools for finance and banking professionals (serving 2m finance professionals, offering 5,000 on-demand lessons and 200 courses) including the famous – including the famous Certified Financial Modeling & Valuation Analyst (FMVA®) accreditation. She is also CEO of Macabacus, a top enterprise productivity add-in on for finance teams.
In this episode:
why anyone can be a world class financial analyst
leveraging technology to democratize education at CFI.
Giving finance leaders “Desk Ready Skills” from financial modelling to AI cryptocurrency and risk management (and what’s hot right now...
2025-01-0141 minFP&A TodayCEO of CFI: Become a World Class Financial AnalystI speak with Anna Talerico, the CEO of CFI, a powerhouse provider of training and productivity tools for finance and banking professionals (serving 2m finance professionals, offering 5,000 on-demand lessons and 200 courses) including the famous – including the famous Certified Financial Modeling & Valuation Analyst (FMVA®) accreditation. She is also CEO of Macabacus, a top enterprise productivity add-in on for finance teams.
In this episode:
why anyone can be a world class financial analyst
leveraging technology to democratize education at CFI.
Giving finance leaders “Desk Ready Skills” from financial modelling to AI cryptocurrency and risk management (and what’s hot right now...
2025-01-0141 min
FinPodWhat's New at CFI | Accounting for Financial Analysts SpecializationIn this episode of What's New at CFI on FinPod, we introduce our newest specialization, Accounting for Financial Analysts, which is designed for financial analysts who are looking to master essential accounting skills. This practical program covers the critical accounting concepts analysts encounter regularly, from dissecting financial statements and calculating essential ratios to understanding unique accounting methods for banks, insurance companies, and mergers. Listeners will hear about efficient strategies for navigating real-world annual reports and interpreting accounting standards across jurisdictions.Whether you're enhancing analysis skills or starting fresh, these insights provide clear guidance to help you build...
2024-11-0511 min
B.O.O.S.T. PodcastMaximizing Exit Strategies | Corby Megorden & Pat Ennis EP 143Pat Ennis and Corby Megorden are business partners at ENNIS Legacy Partners whose mission is to help business owners enjoy life in the business and plan for exit and life after the business. In this episode we delve into the world of business exits. They explore the critical strategies business owners use to exit their ventures effectively.Pat and Corby highlight the importance of maximizing exit options through comprehensive planning and readiness assessments. They offer practical advice on the initial steps owners should take to prepare for their exit, from evaluating business value to creating a robust...
2024-10-3116 min
FinPodMember Spotlight | Shawn JahromiIn this episode of CFI Member Spotlight on FinPod, we speak with CFI member Shawn Jahromi, an experienced project manager and entrepreneur with a unique journey from electrical engineering to digital transformation. Shawn holds a Master's in Business Administration and earned the FMVA Certification from CFI, both of which have been pivotal in shaping his career. He began his career with a degree in electrical engineering but soon transitioned into finance and project management, working with major companies like Ford Motors and Electronic Arts. Currently, he is pursuing a Doctorate in Business Administration (DBA) while running his own consulting...
2024-10-2221 min
FinPodMember Spotlight | Charaf BourhallaIn this episode of CFI Member Spotlight on FinPod, we feature Charaf Bourhalla, a seasoned finance professional who has built a career with major firms like KPMG and Kimberly Clark, eventually becoming Head of Consolidation at Nestle Skin Health. He holds several key certifications, including the FMVA from CFI, ACCA with a focus on IFRS, and the PMP from PMI.Charaf offers insights into his journey through consulting and corporate finance, sharing his experiences with financial consolidation, IFRS conversions, and the challenges of working with large multinational companies. He emphasizes the importance of accepting challenges, continuous l...
2024-10-1035 min
The Moneywise Guys9/30/24 Samy's Debut and Business Appraisal Talk with Shannon + Kevin LowtherThe Moneywise Radio Show and Podcast Monday, September 30th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guests: Shannon Lowther, CFA, ASA, ABV Managing Partner of Central Pacific Valuation & Kevin Lowther, ASA, ABV, FMVA Partner Central Pacific Valuation website: https://centralpacval.com/ phone: 661-527-9080
2024-10-0143 min
FinPodMember Spotlight | Genaro ArredondoIn this episode of CFI Member Spotlight on FinPod, we sit down with Genaro Arredondo who shares his colorful journey navigating a career in finance – starting from his roots in Chile to becoming a Director of Corporate Development at global credit bureau, Equifax. Genaro discusses his experience majoring in accounting at university, navigating early-career roles at top firms like EY and Deloitte, and eventually transitioning into FP&A and corporate development. He also shares his passion for lifelong learning, exemplified by his pursuit of multiple advanced degrees and certifications, including the FMVA and CFA. Tun...
2024-08-2932 min
FinPodCareers in Finance | Carolina LagoIn this episode of Careers in Finance on FinPod, we sit down with Carolina Lago, who has extensive experience in financial planning and analysis (FP&A) and corporate finance. Carolina shares her career journey from studying business to becoming a leader in FP&A, emphasizing how the role has evolved from mere financial planning to a strategic focus on guiding companies' futures. She discusses her participation in an IPO, highlighting the invaluable learning opportunity it provided.Carolina is committed to lifelong learning, pursuing certifications like the FMVA, and building Tactic, where she develops corporate training programs for...
2024-08-2034 min
FinPodMember Spotlight | David HylandIn this episode of CFI Member Spotlight on FinPod, we sit down with David Hyland, a finance leader with a background in establishing processes, systems, and controls for management teams of tech startups.David shares his career journey from traditional accounting to leading finance functions in startups like Air Garage, a company revolutionizing the parking industry with a full-stack software management service. David highlights his experiences in building finance functions from scratch, emphasizing the importance of being able to adapt and excel in diverse industries. He also shares his continuous learning journey through CFI's F...
2024-08-0611 min
FinPodMember Spotlight | Mateus Hamdan AlvimIn this episode of the CFI Member Spotlight podcast, we feature Mateus Hamdan, an accomplished project controller at Field Aviation. Mateus shares his journey from Brazil to Canada, discussing his experience across a range of industries such as mining, education, shipbuilding, and aviation. He furthered his career by earning the FMVA certification from CFI, which equipped him with advanced financial modeling and valuation skills. This certification played a crucial role in progressing his career, allowing him to secure roles in shipbuilding and aviation industries. Mateus also shares valuable advice fo...
2024-07-2317 min
FinPodMember Spotlight | Onyedika NwojIn this episode, we welcome Onyedika Nwoji, who has completed two CFI certifications. Onyedika shares his journey from working as a monitoring and evaluation analyst at an NGO to becoming a skilled data analyst. He discusses his decision to focus on upskilling with CFI and the valuable knowledge he gained from the FMVA and BIDA programs. Onyedika explains how the courses enhanced his Excel skills and introduced him to key data analytics concepts like Power Query, Power Pivot, Power BI, and Tableau. He also discusses his current role as a...
2024-07-0912 min
Cannabis TruthCT 272 Caleb TiceI have a fabulous guest named Caleb Tice, everybody on social media knows him as GNARFather… He’s CEO at Arizona Cannabis Consultants and Founder at GNAR-AF, you know what I mean, and CEO of CTAG Cannabis.
Caleb is an experienced leader and as Senior Analyst, he demonstrates a history of success in the cannabis industry. He is skilled in multi-location Operations Management, Compliance, which is my secret love, and critical thinking training in adult education, academic advising, curriculum development, with strong business development. A professional with an MBA from the University of Phoenix and then FMVA certification from Corporate Fina...
2024-07-011h 24
FinPodCareers in Finance | Landon CortenbachIn this episode of FinPod, join us for a conversation with CFI FMVA holder Landon Cortenbach as he shares his professional journey from aspiring sports agent to experienced CFO.Landon's career trajectory spans from public accounting to pivotal roles at renowned companies like Beats by Dre and Magic Leap. He discusses the crucial skills that contributed to his success, his problem-solving approach, and how he navigates the evolving landscape of business intelligence and AI in finance. Don't miss this episode, packed with valuable insights and practical advice for aspiring finance leaders, including t...
2024-06-2726 min
Experience The Full Audiobook Everyone Is Talking About — So Powerful!Conquer the FMVA Exam: Your Guide to a Career as a Financial Modeling and Valuation Analyst by Philip Martin McCaulayPlease visithttps://thebookvoice.com/podcasts/2/audible/40664to listen full audiobooks.
Title: Conquer the FMVA Exam: Your Guide to a Career as a Financial Modeling and Valuation Analyst
Author: Philip Martin McCaulay
Narrator: Virtual Voice
Format: mp3
Length: 4 hrs and 42 mins
Release date: 06-21-24
Ratings: Not rated yet
Genres: Corporate & Public Finance
Publisher's Summary:
2024-06-214h 42
FinPodMember Spotlight | Josh McleanIn this special episode of the CFI Member Spotlight, host Anna Talerico sits down with finance professional Josh McLean, a Finance Director at Nike and currently participating in their innovative Finance Leadership Rotational Program. Anna explores Josh's high-impact career, including his roles as an author, board member, mentor, startup advisor, and investor. His dedication to lifelong learning and professional development is demonstrated by his incredible achievement of all three levels of the CFA and his FMVA from CFI.Josh shares his inspiring journey from overcoming significant challenges in high school and college to achieving professional...
2024-06-2047 min
FinPodWhat's New at CFI | Dashboard Visualization & Analysis for FP&AIn this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to talk about the final components of the FP&A model Duncan's been developing for our FP&A courses. Duncan shares how dashboards and data visualization techniques can transform traditional financial analysis into compelling stories. Learn the importance of effectively presenting data using colorful visualizations and dynamic charts that capture trends, highlight insights, and aid decision-making. Discover how purposeful errors in Excel can help toggle graph features and gain valuable tips on making your models user-friendly and efficient. Tune in for lots o...
2024-05-1610 min
FinPodWhat's New at CFI | Mastering Financial Statement Aggregation and Analysis with CFIIn this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they discuss financial statement aggregation and analysis. Follow along as Duncan walks us through consolidating financial statements using advanced Excel functions. Discover the significance of breaking down current and deferred taxes, balancing income statements, and mastering cash flow projections. Learn the benefits of monthly modeling for a comprehensive 24-month forecast period and how to effectively aggregate data by quarter and year. Join Duncan and Asim as they explore common modeling challenges while offering insights on building robust models with features like a...
2024-05-1409 min
FinPodWhat's New at CFI | Headcount Forecasting and Analysis: Insights and TechniquesIn this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they delve into the world of headcount forecasting and analysis. This engaging discussion explores essential strategies for forecasting a company's employees and associated costs.Discover how to forecast salaries, bonuses, and benefits while maintaining a comprehensive view of cash flow and income statements. Learn about new Excel features like up and down arrows to quickly spot salary changes and model alerts that enhance model integrity. Duncan shares innovative approaches to employee cost forecasting and the importance of cover pages in communicating...
2024-05-0904 min
FinPodWhat's New at CFI | FP&A Model Design & Revenue ForecastingIn this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss FP&A model design, revenue forecasting, and the power of proper formatting. Duncan shares insights on creating visually appealing and easy-to-follow models using the latest Excel features, such as binary switches and conditional formatting.Discover how to enhance your models with up and down arrows to highlight changes and leverage binary switches for efficient data management. Learn how these techniques contribute to telling the story behind the numbers, helping you make informed financial decisions. Elevate your FP&A revenue forecasting...
2024-05-0704 min
FinPodWhat's New at CFI | Mastering Financial Planning & Analysis: Insights from a CFI ExpertIn this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss Financial Planning & Analysis (FP&A). Duncan shares insights into the importance of model design in finance, emphasizing the significance of careful planning and structuring for effective decision-making. Learn how to efficiently gather inputs using modern tools like Power Query and how keyboard shortcuts can significantly improve productivity.Duncan and Asim discuss practical tips such as designing models backward, starting with the dashboard, and working in reverse to ensure a seamless flow. Tune in for expert advice on mastering f...
2024-04-2912 min
Tooways to skin a (CA)tInterview: Tumelo Makgakga CA(SA), Managing Director of an auditing, tax & advisory firmAn interview with a Chartered Accountant who is the Managing Director of an audit, tax & advisory firm.
He has vast Big-4 experience, including a stint in London, England.
He is also a certified Financial Modelling and Valuation Analyst (FMVA).
Guest:
🟢 Tumelo Makgakga CA(SA)
Topic:
His career experience, leadership experience, advice for young professionals… as well as his current projects.
#interview #youngprofessional #audit #advisory #tooways
2023-08-1617 min
The Africa DialoguesThe Yango Journey in Zambia with Kabanda CheweThis episode’s guest is Kabanda Chewe, Country Manager for Yango in Zambia. Kabanda graduated from the Saint Petersburg State University of Economics and holds a Specialist Degree in Finace & Credit. She is a certified Financial Modeling and Valuation Analyst (FMVA) and Project Management Professional (PMP), as well as a member of the World Economic Forum’s Global Shaper Community. She is passionate about tech, Africa and women's issues.During the episode, we spoke about doing business in Zambia, new tech facilitating Africa’s economic leap forward, ways for governments to attract and stimulate innovation and raising the nex...
2022-11-1739 min
Tooways to skin a (CA)tInterview: Manka Sebastian CFA CAIA FMVA, Portfolio Manager at Sanlam InvestmentsThis is an interview with CFA and Junior Portfolio Manager at Sanlam Investments with a focus on listed property investment
Guest: Manka Sebastian CFA CAIA FMVA
Topic: Her career journey, the investment industry, the listed property industry… as well as her current projects.
#interview #youngprofessional #tooways #cfa #caia #fmva #sanlam
2022-06-0833 min
Podcast Berani Berinvestasi#48 - "Kenapa Saham Big Banks Cenderung Terkoreksi Belakangan Ini"Walaupun asing masih mencatatkan net buy dan paling banyak masuk ke sektor finansial di sepanjang bulan Maret lalu, namun saham-saham Big Banks seperti BBCA, BBRI, BBNI, dan BMRI mengalami pergerakan yang cenderung stagnan dan terkoreksi di awal bulan April sampai dengan tanggal 18 April 2022 ini. Apa sih penyebabnya?
Penasaran sama obrolan lengkapnya?
Bareng Fanny Suherman, CFP, Head of Retail Research CGS-CIMB Sekuritas Indonesia dan Aditya Perdana, FMVA, Retail Research Analyst CGS-CIMB Sekuritas Indonesia, yuk cari tahu info selengkapnya dengan dengarkan Podcast Berani Berinvestasi #48 di Spotify dan Youtube CGS-CIMB Sekuritas Indonesia!
Capai bebas finansial kamu...
2022-04-2111 min
Podcast Berani Berinvestasi#47 - "Strategi Apa untuk Menyambut Re-Opening Ekonomi dan Lebaran?"Melihat jumlah kasus harian Covid-19 di Indonesia yang mencapai puncaknya pada bulan Februari 2022 lalu dan mulai jauh menurun di bulan April ini, menunjukkan adanya potensi semakin besarnya re-opening ekonomi ke depannya. Hal ini ditambah dengan faktor kenaikan harga komoditas serta faktor memasuki bulan Ramadhan yang berpotensi untuk meningkatkan daya beli dan demand. Lantas strategi apa yang dapat dilakukan oleh investor dalam menyambut re-opening ekonomi tersebut?
Penasaran sama obrolan lengkapnya?
Bareng Fanny Suherman, CFP, Head of Retail Research CGS-CIMB Sekuritas Indonesia dan Aditya Perdana, FMVA, Retail Research Analyst CGS-CIMB Sekuritas Indonesia, yuk cari tahu info selengkapnya...
2022-04-0611 min
Podcast Berani Berinvestasi#46 - "Apa Efek Lanjutan Dari Kenaikan Harga-Harga Komoditas?"Konflik invasi Rusia-Ukraina sejak bulan Februari lalu menimbulkan dampak beragam yang dirasakan secara global. Salah satunya adalah meningkatnya harga sejumlah komoditas di tingkat global. Kenaikan harga tersebut, juga berimbas pada saham yang berhubungan dengan komoditas di Indonesia. Walaupun saat ini sudah mulai menurun, namun apakah ada efek lanjutan dari kenaikan harga-harga komoditas tersebut?
Penasaran sama obrolan lengkapnya?
Bareng Fanny Suherman, CFP, Head of Retail Research CGS-CIMB Sekuritas Indonesia dan Aditya Perdana, FMVA, Retail Research Analyst CGS-CIMB Sekuritas Indonesia, yuk cari tahu info selengkapnya dengan dengarkan Podcast Berani Berinvestasi #46 di Spotify dan Youtube CGS-CIMB Sekuritas Indonesia!
2022-03-2311 min
Podcast Berani Berinvestasi#45 - "Faktor Apa Saja Yang Dapat Pengaruhi Market Selain Konflik Rusia-Ukraina?"Belakangan ini topik yang masih hangat diperbincangkan ialah konflik Rusia-Ukraina. Konflik tersebut menyebabkan kenaikan dari harga-harga komoditas yang akan berpengaruh dengan saham yang berhubungan dengan komoditas. Namun, apakah hanya faktor konflik Rusia-Ukraina saja yang dapat mempengaruhi market? Ataukah ada faktor-faktor lainnya?
Penasaran sama obrolan lengkapnya?
Bareng Fanny Suherman, CFP, Head of Retail Research CGS-CIMB Sekuritas Indonesia dan Aditya Perdana, FMVA, Retail Research Analyst CGS-CIMB Sekuritas Indonesia, yuk cari tahu info selengkapnya dengan dengarkan Podcast Berani Berinvestasi #45 di Spotify dan Youtube CGS-CIMB Sekuritas Indonesia!
Makin...
2022-03-0911 min
Podcast Berani Berinvestasi#44 - "Jika Terjadi Invasi Rusia dan Ukraina, Saham Apa yang Harus Diperhatikan?"Belakangan ini topik yang sedang ramai diperbincangkan adalah masalah invasi Rusia-Ukraina. Invasi merupakan aktivitas memasuki wilayah Negara lain dengan mengerahkan angkatan bersenjata, dengan tujuan untuk menyerang atau menguasai Negara tersebut. Jika terjadi, hal ini dapat menimbulkan peperangan antar negara. Lalu apakah invasi dapat mempengaruhi market? Saham apa saja yang harus diperhatikan?
Penasaran sama obrolan lengkapnya?
Bareng Fanny Suherman, CFP, Head of Retail Research CGS-CIMB Sekuritas Indonesia dan Aditya Perdana, FMVA, Retail Research Analyst CGS-CIMB Sekuritas Indonesia, yuk cari tahu info selengkapnya dengan dengarkan Podcast Berani Berinvestasi #44 di Spotify dan Youtube CGS-CIMB Sekuritas Indonesia!
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2022-02-2512 min
Podcast Berani Berinvestasi#42 - "Kenaikan Giro Wajib Minimum (GWM), Bagaimana Dampaknya Pada Sektor Perbankan?"Bank Indonesia mengumumkan rencana melakukan tapering pada tanggal 1 Maret 2022 dengan menaikkan Giro Wajib Minimum (GWM) untuk perbankan. Lantas bagaimana dampaknya terhadap saham-saham perbankan? Apakah hal ini dapat mempengaruhi pemberian kredit oleh Bank dan pengurangan Net Interest Margin mereka?
Penasaran sama obrolan lengkapnya?
Bareng Fanny Suherman, CFP selaku Head of Retail Research CGS-CIMB Sekuritas Indonesia dan Aditya Perdana, FMVA selaku Retail Research Analyst CGS-CIMB Sekuritas Indonesia, yuk cari tahu info selengkapnya dengan dengarkan Podcast Berani Berinvestasi #42 hanya di Spotify CGS-CIMB Sekuritas Indonesia!
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2022-01-2613 min
#GetRealWoke PodcastFrom Wall St. 2 Main St. #SituationSaturdayFrom Wall St. 2. Main St. Fredrick shares with the community how it is that he and his Wall St. colleagues are shifting the paradigm of capital access by bringing angel investors, venture capital firms, private equity firms, mentorship, and relationship access for businesses in disenfranchised communities of color. He shares what's going down at great programs, incubators, and accelerators such as The Northwestern Mutual Black Founder Accelerator, Gener8tor, and Defy Ventures. No matter what stage of the business lifecycle you are at, there are FREE programs available to get you where you want to be. If you own...
2021-10-0332 min#GetRealWoke PodcastRetail Investing Pt .13 (Investing Experience)Retail Investing Pt .13 - Investing Experience. In this episode, Fredrick continues his discussion on the Investment Risk Profile. Today he discusses the importance of Investing Experience and why it is that no matter how many books you read or degrees you have, you cannot read experience! If you have ever thought about investing and are afraid, this episode is for you! As always, the financial education here is FREE!!! #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com Investing For Success - Investing Tips For The Everyday Person - Fredrick D. Scott, FMVA: https://fredrickdscott.com/product/investing-for-success/
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2021-10-0226 min#GetRealWoke PodcastOmi In A Hellcat Indictment Facts + Anthony Brian Logan (ABL) & Tasha K Critique #SituationSaturday @OMI IN A HELLCAT Indictment Facts + @Anthony Brian Logan (ABL) & @UNWINEWITHTASHAK (Tasha K) Critique. Fredrick discusses the recent arrest and fraud indictment of Omar Carrasquillo (Omi In A Hellcat) relating to gears tv reloaded and tax fraud. He breaks down the case and provides factual knowledge from experience. Fredrick also provides opinionated insight on what is to come in this case and why others will likely be indicted soon. Finally, Fredrick provides his thoughts and critique on the Anthony Brian Logan (ABL) opinion of this case. This is a lesson in how th...
2021-09-261h 05#GetRealWoke PodcastRetail Investing Pt.12 (Financial Knowledge) #ForTheFree FridayRetail Investing Pt.12 - Financial Knowledge. Fredrick continues his Retail Investing series and dives deeper into structuring an Investment Risk Profile. In this episode, Fredrick breaks down Financial Knowledge, what it means, why you need it and what the risks are of not having it. If you're trying to grow your income and assets, this financial literacy episode is for you! As always, the financial education here is FREE!!! #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com
FINRA Financial Literacy Tests: https://www.usfinancialcapability.org/quizzes.php
Investing For Success - Investing Tips...
2021-09-2535 min#GetRealWoke PodcastPPP Loan Update #SituationSaturdayPPP Loan Update. Fredrick provides an update to the PPP Loan situation unfolding currently. He discusses what is happening currently and what is to come in the near future. Additionally, Fredrick discusses the U.S. Sentencing guidelines and what can be expected if you have to face a federal judge. Finally, Fredrick discusses options for those who have engaged in PPP Loan Fraud and are looking for possible solutions to rectify the mistake made and either A. Stay out of jail or B. Significantly reduce the amount of time that will need to be done. If you did anything...
2021-09-1945 min#GetRealWoke PodcastRetail Investing Pt.11 (Risk Preference) #ForTheFree FridayRetail Investing Pt. 11 - Risk Preference. Fredrick continues his Retail Investing series and dives deeper into structuring an Investment Risk Profile. In this episode, Fredrick breaks down Risk Preference and gives examples of how that plays out in real life, as well, Fredrick touches briefly on behavioral finance, answering the question: What is behavioral finance and defines volatility. He also discusses Certificate of Deposit (CD) and U.S. Treasury Bonds. Finally, Fredrick shares the story of Long Term Capital Management (LTCM) as a cautionary tale. As always, this financial education and the financial literacy resources provided are free of...
2021-09-1832 min#GetRealWoke PodcastPresident Biden & The Vaccination Executive Order #SituationSaturdayPresident Biden & The Vaccination Executive Order. Fredrick discusses the latest executive order issued by President Joe Biden requiring a covid vaccine mandate for all companies with 100 or more employees. Fredrick exams the potential challenges that are apparent with this executive order and what it could mean for the corporate culture, mental readiness, and, overall, qualitative continuity of these companies. Fredrick also discusses potential legal challenges and blowback of the executive order issued by President Biden forcing vaccine mandates on private companies. #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity https://fredrickdscott.com
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2021-09-1229 min#GetRealWoke PodcastRetail Investing Pt.10 (Risk Tolerance) #ForTheFree FridayRetail Investing Pt.10 - Risk Tolerance. Fredrick continues his Retail Investing series and dives deeper into structuring an Investment Risk Profile. In this episode, Fredrick discusses Risk Tolerance, Risk Aversion, and how to determine your risk appetite on the Risk Tolerance scale using a Revealed Preference Test logic tree so you can better conduct a risk assessment on yourself. #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com
Investing For Success - Investing Tips For The Everyday Person - Fredrick D. Scott, FMVA: https://fredrickdscott.com/product/investing-for-success/
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2021-09-1121 min#GetRealWoke PodcastPandemic Unemployment Assistance (PUA) Update #SituationSaturdayPandemic Unemployment Assistance (PUA) Update. Fredrick provides an update on the PUA situation. He reminds everyone that federal PUA benefits expire on September 5th 2021 and shares his opinion on what this will mean for the community when taken in conjunction with the recent overturn of the rent moratorium extension issued by the CDC. Finally, Fredrick offers his assistance to anyone in the community who needs it and provides ways to get in contact with him. #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity https://fredrickdscott.com
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2021-09-1118 min#GetRealWoke PodcastRetail Investing Pt.9 #ForTheFree FridayRetail Investing Pt. 9 - Risk Capacity. Fredrick continues his Retail Investing series and dives deeper into structuring an Investment Risk Profile. Today he discusses Risk Capacity and defines what that is. He describes how Risk Capacity is evaluated using Total Investable assets relative to net worth and The amount of outside assets or income available to cover future or unexpected as examples to help determine a person's risk appetite. He also touches on why it is important not to take unnecessary risks. #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com
Investing For Success - Investing...
2021-09-0417 min
#GetRealWoke PodcastU.S. Supreme Court Overturns Rent Moratoriums #SituationSaturdayU.S. Supreme Court Overturns Rent Moratoriums. Fredrick discusses the ruling by the U.S. Supreme Court to overturn the Rent Moratorium extension that was recently put in place by the CDC and how that will affect our community. He also provides potential solutions for our community and offers his personal help and assistance to anyone in our community that needs it! #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity https://fredrickdscott.com
Emergency Rental Assistance Program (ERAP) New York State: https://drive.google.com/drive/folders/1N1JUwmJ26OpKLHlCrASIurE5owEwYd_J?usp=sharing
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2021-08-2927 min#GetRealWoke PodcastRetail Investing Pt. 8 #ForTheFree FridayRetail Investing Pt. 8 - Need For Liquidity. Fredrick continues his Retail Investing series and dives deeper into structuring an Investment Risk Profile. Today he discusses the Need For Liquidity, defining what Capital Accumulation Phase and Capital Distribution Phase; he uses examples to break help the community understand them clearly! #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com
Investing For Success - Investing Tips For The Everyday Person - Fredrick D. Scott, FMVA: https://fredrickdscott.com/product/investing-for-success/
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2021-08-2814 min#GetRealWoke PodcastRetail Investing Pt. 7 #ForTheFree FridayRetail Investing Pt.7... Fredrick continues his retail investing series; today dives deeper into creating an investment risk profile. He begins the discussion surrounding risk taking ability and covers topics such as: time horizon, goal time horizon, and how those things relate to a practical environment. If you are trying to learn more about personal finance and money management, this podcast series is for you! #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com
Investing For Success - Investing Tips For The Everyday Person - Fredrick D. Scott, FMVA: https://fredrickdscott.com/product/investing-for-success/
2021-08-2120 min#GetRealWoke PodcastThe Next $1,000 #L2E Cash Giveaway (08/21/2021)The Next $1,000 #L2E Cash Giveaway (08/21/2021). Fredrick is giving away another $1,000 this Saturday, 08/21/2021, at 7pm EST live on the #GetRealWoke Podcast. If you want to be eligible to participate, click the "Join" button if you are on an Android phone and if you are on an iPhone, click the link in this description or pinned to the comments to join the #RealWoke LiveChat Community! #Learn2Earn Cash Giveaway! #GetRealWoke #Learn2Earn #RealWokeCommunity https://fredrickdscott.com
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2021-08-2101 min#GetRealWoke PodcastAlternative Banking Issues #SituationSaturdayAlternative Banking Issues. Fredrick discusses the issues surrounding trying to use non-bank financial institutions such as Cash App, NetSpend, Greendot etc... to provide baseline banking needs. He discusses why some choose to do this and provides an overview of what chex systems is and how to get a chexsystems report. Finally, Fredrick looks at the fee structures and limitations from a quantitative and qualitative standpoint and shows why attempting to use these types of financial companies as an alternative checking account isn't a good idea. #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity https://fredrickdscott.com
Chex...
2021-08-2131 min#GetRealWoke PodcastRetail Investing Pt.6 #ForTheFree Friday (Jay Morrison, Tulsa Real Estate Fund)Retail Investing Pt.6. - If you lost all of the money you invested into a stock, bond or real estate fund, how would you feel? Fredrick continues his discussion on Investment Risk Profiling as a part of his Retail Investing Series. Today he discusses the consequence of failure where he breaks down risk consequence, goal consequence, and method adjustments. Fredrick also uses Jay Morrison and the Tulsa Real Estate Fund as a case study on why risk assessment is so important for investors! #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com
Investing For...
2021-08-1423 min#GetRealWoke Podcast#Q&A Sunday Interview - Mfoniso Ekong (gener8tor accelerator - social impact)#Q&A Sunday Interview - Mfoniso Ekong. Fredrick interviews Mfoniso Ekong, Director of Social Impact at Gener8tor. They discuss, among other things, what an accelerator program is, how it helps businesses, how businesses can get involved in an accelerator, and the work that is being done by the Gener8tor accelerator to move the needle on diversity, equity, and inclusion (DEI) with their social impact investing model. If you are thinking of starting a business, have business ideas, or have recently launched a business, especially if you are a member of our community, Mfoniso and Gener8tor...
2021-08-0934 min#GetRealWoke PodcastShaun King And Privacy Violations #SituationSaturdayShaun King And Privacy Violations. Does the definition of Civil Rights or Social Activist include the word poverty? Fredrick discusses the recent issue that has transpired with Shaun King (a leader in social activism) and his family. He breaks down a key point regarding the work of social and civil rights activism. Fredrick then provides tips on how to protect yourself and your gains as a public figure by using corporate structures as a means to shield your assets from the average person. Finally, Fredrick examines the mindset of the African American community, in general, a draws poignant conclusions...
2021-08-0843 min#GetRealWoke PodcastRetail Investing Pt. 5 #ForTheFree FridayRetail Investing Pt. 5 Is the annualized targeted Rate of Return (ROR) you've chosen realistic? Fredrick continues his discussion on Investment Risk Profiling as a part of his Retail Investing Series. Today he discusses the market risk environment, defining what a benchmark is and how benchmarking is done, and what the five asset classes are. He then moves into a discussion on Interest Rate and Inflation, he defines GDP and covers the Fed Rate, Inflation Rate, Quantitative Easing, and Inflation-Adjusted Return. #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity
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2021-08-0850 min#GetRealWoke PodcastIncreasing Credit Card Financial Reviews! #SituationSaturdayIncreasing Credit Card Financial Reviews! Fredrick discusses the increase in financial reviews and requests for 4506 T by credit card companies and financial institutions as a part of their financial risk management processes. He discusses how that will potentially affect you. If you secured a Credit Card during the pandemic, especially if the basis of your income was Pandemic Unemployment Assistance, Stimulus Checks, PPP Loans and/or EIDL, this Podcast episode is for you! #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity https://fredrickdscott.com
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2021-08-0121 min#GetRealWoke PodcastRetail Investing Pt. 4 #ForTheFree FridayRetail Investing Pt. 4. Fredrick continues his Retail Investing series and begins the discussion on Investment Risk Profiling. Today's topic covers the first step in the process which is determining your required Rate Of Return (ROR). Fredrick breaks down the Goal of Investing, Risk vs. Reward and the difference between Return on Investment (ROI) and Rate of Return (ROR) focusing on the Compounded Annual Growth Rate (CAGR) methodology. Fredrick shares the ROI Formula and the CAGR Calculation all to help you begin to develop financial risk management skills. #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com
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2021-08-0130 min#GetRealWoke PodcastYouTube Algorithm Update & 1K Cash Giveaway!YouTube Algorithm Update & 1K Cash Giveaway! Fredrick discusses the update to the YouTube Algorithm that recently took place and that all current and aspiring content creators need to be aware of. Fredrick also gives away another $1,000.00 LIVE!!! #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity https://fredrickdscott.com
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2021-07-2536 min#GetRealWoke Podcast$1,000.00 Cash Giveaway This Saturday 07/24/21 #Learn2Earn$1,000.00 Cash Giveaway This Saturday 07/24/21. Fredrick is giving away another $1,000.00 this Saturday during his 7pm EST Live Podcast episode to a member of his #RealWoke LiveChat Community. If you want to be eligible to participate and have a chance to win the $1,000.00 this Saturday, join the #RealWoke LiveChat Community: https://join.getrealwoke.com and be watching this Saturdays Podcast Episode! #GetRealWoke #Learn2Earn #RealWokeCommunity https://fredrickdscott.com
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2021-07-2202 min#GetRealWoke Podcast#Q&A Sunday Interview w/ Germaine Moody#Q&A Sunday Interview w/Germaine Moody. Fredrick Interviews Germaine Moody, Author, Investor, Serial Entrepreneur, and Founder of The Moody Gala and Shop Atlanta Network. Germaine shares with the community practical advice and strategies to how to build networks and relationships with the right people to gain more access to opportunities in your personal and professional life! If you want to become better at relationship building and networking, this Podcast episode is for you! #GetRealWoke #ForTheFree #Q&ASunday #RealWokeCommunity https://fredrickdscott.com
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2021-07-1947 min#GetRealWoke PodcastThe Power Of Relationships #SituationSaturdayThe Power Of Relationships. Fredrick discussed the concept of professional networking and provides professional networking tips. Through this discussion he explains how and why it is that money doesn't make the world go around, people do. If you want to become better at networking and learn how to network with people better, this is the episode for you! #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity https://fredrickdscott.com
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2021-07-1956 min#GetRealWoke PodcastRetail Investing Pt. 2 #ForTheFree FridayFredrick discusses educational investment accounts such as the 529 College Savings Plans, 529 Prepaid Plan and the Coverdell Education Savings Account (ESA). He then moves onto investment accounts for kids; here he discusses the Uniformed Gift to Minors Act (UGMA) Account, the Uniformed Transfer to Minors Act (UTMA) Account and the Custodial IRA. Finally, he answers the question... "Do you need and Financial & Tax Advisor?" If you are looking towards saving and investing for the benefit of your children, this episode is for you! #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com
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2021-07-1745 min#GetRealWoke PodcastHim500 + Earn Your Leisure Cease & Desist to Pocketwatching with JT + Million Dollars Worth Of GameHim500 + Earn Your Leisure Cease & Desist to Pocketwatching with JT + Million Dollars Worth Of Game. Fredrick discusses Him500 and examines the talk he had on The "Earn Your Leisure" Podcast. Fredrick will provide a clear, irrefutable answer to the question "is what him500 teaching practical or legal?", he will examine him500 from a bankers standpoint and from a legal standpoint. Fredrick also discusses the Cease & Desist order that "Earn Your Leisure" sent to Pocket Watching with JT. Finally, Fredrick discusses the issue with Podcasts like "Earn Your Leisure" and "Million Dollars Worth Of Game", he examines them...
2021-07-121h 18#GetRealWoke PodcastBanks Freeze The Personal Line Of Credit!!! #SituationSaturdayBanks Freeze The Personal Line Of Credit!!! Fredrick discusses the recent announcement by Wells Fargo to stop issuing its personal line of credit product and what that signals is taking place amongst the greater financial community and how it is going to choose to deal with personal revolving credit facilities and the personal unsecured line of credit product moving forward for the foreseeable future. If Wells Fargo's announcement will affect you then this financial education episode is for you! #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity https://fredrickdscott.com
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2021-07-1136 min#GetRealWoke PodcastRetail Investing Pt.1 #ForTheFree FridayRetail Investing Pt.1 Fredrick begins his Retail Investing Series. In this episode, Fredrick begins discussing the different types of brokerage accounts available for investing and how they work. Fredrick covers accounts such as: standard brokerage accounts, Traditional IRA, Roth IRA etc... By beginning to understand how investing works, you will be able to create the passive income and passive investing opportunities that will get you to the goals you want for your life. #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com
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2021-07-1055 min#GetRealWoke PodcastThe New Direction Of OnlyFans #SituationSaturdayThe New Direction of OnlyFans. Fredrick discusses the changes being made within the OnlyFans organization to shift directions away from OnlyFans adult content and what that means for people in our community who have been using the OnlyFans platform as a revenue source. If you have an OnlyFans account, this episode is for you! #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity https://fredrickdscott.com
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2021-07-0427 min#GetRealWoke PodcastBudgeting & Saving Tips #ForTheFree FridayBudgeting & Saving Tips. Fredrick discusses the concept of budgeting & saving by teaching you how to budget and save using simple, easy-to-understand terms. Fredrick helps you understand concepts such as: Fixed vs. Variable Income and Expenses, the 50-30-20 budgeting philosophy, cash-only budgeting and the envelope system. Fredrick also provides a free budgeting workbook (below). It doesn't matter what your income level is, everyone needs a budget and everyone can save! #GetRealWoke #ForTheFree #ForTheFreeFriday #RealWokeCommunity
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2021-07-0358 min#GetRealWoke PodcastReparations For Black America? & $1,000.00 Cash Giveaway #SituationSaturdayReparations For Black America? Fredrick discusses the recent news of potential reparations for slavery that 11 U.S. Cities are considering. He will take a hard look at what this could mean, what it will probably mean, and examine history such as slavery, jim crow laws, mass incarceration, the black lives matter movement etc... to draw conclusions, enlighten the community of the reality of affairs for us and discuss solutions for how we can turn the tide of things and become benefactors of opportunities instead of victims of circumstances! #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity https://fredrickdscott.com #Learn2Earn
2021-06-2747 min#GetRealWoke Podcast#Learn2Earn Cash Giveaway#Learn2Earn Cash Giveaway. Fredrick D. Scott announced today the launch of the #Learn2Earn Cash Giveaway a financial support initiative being rolled out to his #GetRealWoke Podcast LiveChat Community. The #Learn2Earn Cash Giveaway is a collaborative initiative between Fredrick D. Scott LLC and The Scott Family Foundation Intl. that will provide immediate and ongoing cash assistance monthly at random, a minimum of $1,000, to the winners of the giveaway through his #GetRealWoke Podcast. #ForTheFree! #GetRealWoke #Learn2Earn #realwokecommunity
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2021-06-2108 min#GetRealWoke PodcastWealth Building Secrets #SituationSaturdayWealth Building Secrets. Fredrick discusses the secrets behind building wealth and shows you how truly easy it is to accomplish. Regardless of rather you have money in the bank, or no money at all, using these simple wealth creation tips, coupled with a solid understanding of what passive income really is and how you create it will have you on your way to creating the level of financial freedom your want for your life. There is no substitution for proper financial education to increase your level of financial literacy knowledge, it is only through being armed with the right...
2021-06-2045 min#GetRealWoke PodcastCredit Mastery Pt. 3 #ForTheFree FridayCredit Mastery Pt 3. Fredrick continues his Credit Mastery Series where he explains the credit dispute process and provides the letters you will need to properly dispute items on your credit report that you deem to be inaccurate or invalid. Through the Credit Mastery Series, Fredrick will be teaching everyone how to understand, repair, build and maintain their credit for themselves so they no longer have to pay self-styled credit repair gurus! #GetRealWoke #ForTheFree #ForTheFreeFriday #RealWokeCommunity
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2021-06-1951 min#GetRealWoke PodcastThe End Of PUA!!! What's Next?! #SituationSaturdayThe End of PUA!!! What's Next? Fredrick discusses the upcoming end of PUA, Stimulus Checks, and Rent Mortitorums and how that is going to affect disenfranchised communities of color. Fredrick will be provided the real facts on PUA, Unemployment Benefits, how unemployment, pua, and the eviction moratorium are being handled by different states and the federal government in a sobering unemployment update. With unemployment ending, now is the time to prepare for what is coming and to have real solutions in place. If you are receiving or have received any type of COVID-related government assistance, this episode is for...
2021-06-1339 min#GetRealWoke PodcastCredit Mastery Pt. 2 #ForTheFree FridayCredit Mastery Pt 2. Fredrick continues his Credit Mastery Series where he explains what's in the credit report, how the FICO scoring algorithm works, how different credit report items are weighed in the FICO scoring algorithm, and what items are not counted against the FICO Scoring algorithm but plays a factor in a banks underwriting process. Through the Credit Mastery Series, Fredrick will be teaching everyone how to understand, repair, build and maintain their credit for themselves so they no longer have to pay self-styled credit repair gurus! #GetRealWoke #ForTheFree #ForTheFreeFriday #RealWokeCommunity
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2021-06-121h 05#GetRealWoke PodcastBusiness, Banking And Investing In Cannabis #SituationSaturdayBusiness, Banking And Investing In Cannabis. Fredrick discusses (due to growing marijuana legalization) how to start a cannabis business and the myriad of things that people need to be considering when thinking of starting or investing in cannabis start-up concepts. He discusses how cannabis banking works, what the safe banking act is, how to properly vett a potential start-up cannabis stock investment and show that even though it is a popular topic and idea currently, that having a 420 friendly business in the marijuana industry requires a lot of planning, consideration, relationships and capital. #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity
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2021-06-0644 min#GetRealWoke PodcastCredit Mastery Pt. 1 #ForTheFree FridayCredit Mastery Pt 1. Fredrick begins his Credit Mastery Series where he explains what credit is, why credit is important, what the credit bureaus (Transunion, Equifax, and Experian) are, how they work, and where they make their money. He explains what a FICO Score is, what the different FICO Scoring Models are, what the difference between FICO and Vantage Scores are and shares with you the laws the govern the credit reporting and collection process in the United States. Through the Credit Mastery Series, Fredrick will be teaching everyone how to repair their credit for themselves so they no longer...
2021-06-0644 min#GetRealWoke PodcastFree Money For Businesses - Situation SaturdaysFree Money For Businesses. Fredrick shares programs and initiatives designed to provide access to capital for businesses, some of which is completely free grant money and allowances. Rather you are a small business, growing business, content creator etc... There is cash, mentorship, free business services, and resources out there for you to further your business journey. Fredrick will discuss Diversity, Equity and Inclusion and show you how corporations and non profit organizations and teaming up and also rolling out separate initiatives to provide more equity and opportunity to black owned businesses, black owned business owners and minority entrepreneurs as...
2021-06-0159 min#GetRealWoke PodcastSuccessful Mindset #ForTheFree FridaySuccessful Mindset. Fredrick shares the keys to mentally setting yourself up for success. He uses his own life story to highlight different aspects of developing the mindset of high achievers and the personal growth and self-improvement processes needed to achieve your goals and become the entrepreneur you want to become to have the lifestyle and financial success you desire. #GetRealWoke #ForTheFree #ForTheFreeFriday #RealWokeCommunity
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2021-06-0157 min#GetRealWoke PodcastPPP Loan Process SecretsFredrick discusses the hidden process behind ppp loan application processing only known to bankers and bank risk managers. He will discuss how risk management, kyc, aml and edd work. Fredrick will examine the second ppp loan granted to small business under biden and explain what eidl means and why it exists. Fredrick will tell you what the sba is, what it isn't and the role they play in the ppp loan process. Additionally, Fredrick will discuss how banks use their access to start federal investigations, how they work with FINCEN and show that even if you are approved, that...
2021-05-231h 05
Count Me In®Ep. 122: Arno Wakfer - Training and Upskilling for Enhanced Business PerformanceContact Arno Wakfer: https://www.linkedin.com/in/arnowakfer/Arno's Articles:https://www.linkedin.com/pulse/make-everyday-value-creation-day-arno-wakfer-ca-fmva-/ https://www.linkedin.com/pulse/finding-your-value-creation-opportunity-gap-arno-wakfer-ca-fmva/ https://www.linkedin.com/pulse/why-finance-needs-ask-questions-getting-closer-arno-wakfer-ca-fmva-/ FULL EPISODE TRANSCRIPTMitch: (00:00) Hey everyone. Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. This is your host Mitch Roshong, and I'm here to bring you episode 122 of our series. Today's conversation features Arno Wakfer, a former CFO with over 15 years of commercial finance and general management experience. He is now a coach and trainer focu...
2021-05-1017 min
Folkes Unfettered| Raw Talk, Real PeopleWomen Leading in Business!A female takeover of Folk(e)s Unfettered! Join M&A Advisor and Investment Banker Alexandria Lockwood, who holds an MS in technology management, as she sits down with Judy Folkes, FMVA who holds such titles as Chief Executive Officer of Ocean Star Metals, Inc., Chief Operating Officer of Folkes International Group, Inc., Commercial Real Estate Agent, and Management Consultant. Competent and Confident, these ladies exemplify what it means to be leaders in business. Transformational, Informational, and educational, this episode serves as a masterclass in how women are leading in business.
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This episode is sponsored...
2020-09-1208 min
The Financial Modelling PodcastOnline Finance Training with the Corporate Finance Institute Corporate Finance Institute (CFI) is an online financial analyst training and certification organization with 160,000+ students from over 170 countries. CFI is the official provider of the Financial Modeling & Valuation Analyst (FMVA) designation, a program designed to help anyone become a "world-class financial analyst". The curriculum focuses on practical applications of accounting, finance, Excel, financial modeling, valuation, presentations, and business strategy. In this episode, I chat with Tim Vipond, CEO and co-founder of CFI on how the company works, and whether training and economic activity are linked. In addition, Financial Modelling Podcast listeners can get 10% off CFI courses.
2019-02-2616 min