Musings on Markets

JANUARY 11, 2024

I started in the MBA program at University of California at Los Angeles (UCLA) in 1979, at the tail-end of its basketball glory days, fully expecting to move on to a career in consulting or investment banking, when I was done. Recognizing the need for a doctorate as an entree into college teaching, I stayed on at UCLA to get my Phd.

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Corporate Finance Finance Start-ups Dividends 128

ThomsonReuters

MARCH 20, 2023

Forward-looking firms are increasingly moving beyond compliance by telling a compelling ESG story that sets their firm apart from the competition. Think moving to paperless processes. For tax and accounting firms, therein lies an opportunity. Let’s start with the basics. What is ESG? What is an ESG narrative?

Accounting Firms 59

Accounting Firms Compliance Start-ups Equity 59

Brian DeChesare

JUNE 26, 2023

We are moving to shorter, simpler, and cheaper courses everywhere, and I expect to split up our other training over the next 6-12 months. If you want more details and context around these changes, you can keep reading: Why Now, and Why This Course Split? complained that our courses were “too basic.”

Start-ups 59

Start-ups Equity Banking Finance 59

Internal Audit 360

MAY 11, 2022

It’s an easy-to-read business book full of forward-looking non-conventional ideas on managing, motivating, and compensating people, among other topics. Additionally, three respondents touched on a topic that I believe many others will relate to, politics. Sounds exciting, right? I received a total of 40 responses.

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Start-ups Banking 98

ThomsonReuters

NOVEMBER 30, 2020

Each episode explores current issue s or topic s , giving listeners an opportunity to gain a deeper understanding and new perspectives in tax and tech. We chat with top subject matter experts and industry leaders as we break down these top-of-mind topics. . Listen to the entire episode.

Finance 98

Finance Technology Start-ups 98

Brian DeChesare

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I got so tired of these debates that I never planned to cover this topic again. And they’re moving to shorter online Learning Modules with spreadsheets and videos rather than lengthy readings.

Banking 59

Banking Start-ups Finance Private Equity Firm 59

Brian DeChesare

AUGUST 3, 2022

But this topic never seems to die, so I will give you the short version first and then dig into the details of how to switch banks, groups, or locations after an internship: Why is the Post-Internship Switch Difficult? Why Switch Banks? Or maybe switch locations.”. You have no control over any of these.

Banking 77

Banking Start-ups Enterprise Value Marketability 77

Brian DeChesare

MAY 11, 2022

There are few topics as heated as age and investment banking. But unlike other controversial topics – crypto, the CFA, or social media censorship – this one rarely generates long-running online arguments. Now that I’ve crushed your dreams, let’s take a look at why banks care about age : Age and Investment Banking: Why Does It Matter?

Banking 98

Banking Start-ups Finance Private Equity Firm 98

Brian DeChesare

SEPTEMBER 20, 2023

In some ways, prep for VC interviews is easier because you don’t have to learn or memorize many technical topics, but in some ways, it’s harder since you have to do lots of firm-specific research. Q: Why venture capital? Look around online, and you will quickly discover that most coverage of venture capital interview questions is junk.

Start-ups 59

Start-ups Equity Marketability Terminal Value 59

ThomsonReuters

JULY 6, 2023

In today’s ultra-competitive business landscape, being an accountant means far more than preparing tax returns or compiling financial statements. Let’s take a look at the basics. What is accounting advisory? The guidance you provide can help streamline accounting processes , improve profitability, and enhance overall decision-making.

Start-ups 88

Start-ups Compliance Accounting Firms Technology 88

ThomsonReuters

JULY 25, 2023

Let’s take a look at how AI is transforming the way accountants work and why it will help shape the future of the profession. For today’s accounting firms, advanced technology is no longer an option but a necessity. If your firm is considering an investment in tax technology, the time is now.

Technology 98

Technology Accounting Firms Compliance Marketability 98

Audit Board

APRIL 13, 2023

Why It Matters Priority risk areas such as digital, ESG, resilience, health and safety assurance, and cybersecurity compliance are contributing to how organizations grow and move forward, advancing into new phases of using technology and operating in a business world with a whole new set of expectations.

Compliance 52

Compliance Start-ups Technology Specific Risk 52

Brian DeChesare

NOVEMBER 22, 2023

I never expected to revisit the topic of bulge bracket banks so quickly because the full list changes slowly, and we updated it a few years ago. Why Have the Bulge Bracket Banks Changed? What is a “Bulge Bracket Bank”? So, if you need to refer to these firms in real life, try something like “large bank(s)” instead.

Banking 97

Banking Start-ups Finance Equity 97

ThomsonReuters

MARCH 12, 2021

to ‘Business succession failure plans’, one look through the Checkpoint Learning catalog shows the topic of succession planning is hot on accountant’s minds. We’ve seen the impact the COVID-19 pandemic took on succession planning for accounting firms. Our businesses are quite different than they were before. Can that business run without me?

Accounting Firms 98

Accounting Firms Start-ups Marketability 98

Musings on Markets

JANUARY 28, 2024

That said, and notwithstanding decades of research and debate on the topic, there are still wide differences in how risk is defined and measured. In this post, I look at risk, a central theme in finance and investing, but one that is surprisingly misunderstood and misconstrued. What is risk?

Risk Premium 93

Risk Premium Beta Start-ups Equity 93

ThomsonReuters

NOVEMBER 30, 2020

Each episode explores current issue s or topic s , giving listeners an opportunity to gain a deeper understanding and new perspectives in tax and tech. We chat with top subject matter experts and industry leaders as we break down these top-of-mind topics. . Listen to the entire episode.

Finance 52

Finance Technology Start-ups 52

ThomsonReuters

JULY 11, 2023

Gain a comprehensive understanding of your firm’s Advisory journey and discover actionable steps to help move your firm forward with the Thomson Reuters Advisory Progress report – take the assessment now and unlock your firm’s full potential! Is your firm among them? What are the paths to advisory services?

Compliance 75

Compliance Marketability 75

Equidam

MAY 2, 2022

Why not raise small amounts regularly, as you need them? This results in lower-risk businesses which is why the software sector has long been a favourite for investors. Founders can follow a pretty solid roadmap once they decide to pull the trigger, but how do you know when the time is right? 12 Months w/ 50% cushion = 18 months.

Start-ups 84

Start-ups Equity B2C Technology 84

ThomsonReuters

MAY 6, 2022

” He notes that, “[the CPP] is becoming a necessity for moving up in the corporate structure.” ” It’s a big accomplishment, so why not take a moment to pat yourself on the back. The Spring 2022 Certified Payroll Professional (CPP) exam testing period ended a few weeks ago on April 16, 2022.

Start-ups 95

Start-ups Compliance 95

Internal Audit 360

NOVEMBER 9, 2023

Y ou will likely find the characteristic of being a good communicator, including the ability to listen well, on just about any list of the top traits of great internal auditors. Internal auditors are always conducting interviews and asking questions, but the real skill happens after a good question is asked—the part where they listen to the answer.

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Harvard Corporate Governance

OCTOBER 28, 2022

I will focus on two topics: the concept of “materiality” in the federal securities laws and the comparability of ESG disclosure in fund documents. Securities and Exchange Commission, on Friday, October 28, 2022 Editor's Note: Mark T. Uyeda is a Commissioner at the U.S. Securities and Exchange Commission. Good afternoon everyone.

Banking 199

Banking Enterprise Value Marketability Compliance 199

Musings on Markets

DECEMBER 21, 2022

If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one. If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one.

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Corporate Finance Finance Start-ups Marketability 89

ISA

MARCH 30, 2022

For this month’s education blog, I was asked to write about starting or moving your appraisal business. For those of you who have “been around the block” and have no plans of moving, you may pick up some tips for tightening up your business practices or obtaining more work. And why Juliet had it wrong.

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Appraisal Start-ups Marketability 75

Musings on Markets

MAY 6, 2022

Clearly, we are not in one of those time periods, as markets approach bipolar territory, with big moves up and down. Clearly, we are not in one of those time periods, as markets approach bipolar territory, with big moves up and down.

Risk Premium 92

Risk Premium Treasury Start-ups Equity 92

ThomsonReuters

NOVEMBER 8, 2022

While there are many options out there to help you connect the dots and streamline your accounting processes, let’s take a step-by-step look at where to start and how to maximize your firm’s potential with technology. . Assess your current processes and tech stack. Take inventory of systems. How do they work together? Identify issues.

Start-ups 105

Start-ups Technology Accounting Firms Compliance 105

Brian DeChesare

MARCH 2, 2022

As investment banking recruitment has moved up earlier – especially in the U.S. Unfortunately, this topic is tricky to discuss because “off-cycle” means something different in Europe vs. the U.S. Why Do an Off-Cycle Investment Banking Internship? many students “miss” the process or start too late to have a good chance.

Banking 59

Banking Start-ups Finance Equity 59

Reynolds Holding

OCTOBER 19, 2023

Thus far, however, little has been written about the gamification of banking – the topic of our recent article. [3] Finally, these cloud companies have moved into the gaming market through the acquisition of gaming-technology companies. In fact, play promotes well-being; its health impact is formidable. [4] cities during 2019. [6]

Banking 72

Banking B2B Finance Technology 72

ThomsonReuters

NOVEMBER 11, 2020

Why should you start co-creating to strengthen your CPA advisory relationships? Think about why you need co-creation. And as you move to the proposal phase, if you know the client’s hot spots and vision, why would a client not want to work with somebody who is in that position? “It Overcoming advisory fears.

Start-ups 52

Start-ups Accounting Firms Compliance Marketability 52

ThomsonReuters

JUNE 7, 2023

On this topic, Weckman noted an example where a colleague wanted to go back to their home country and work for a period of time after some of the COVID-19 restrictions were alleviated. Weckman remarked that people were moving across state lines during COVID-19 and, in some cases, the employer was not registered in that state.

Compliance 52

Compliance Technology 52

Brian DeChesare

FEBRUARY 16, 2022

Also, there are still misconceptions about the financial modeling in the group, the hours, the exit opportunities, and other topics, so this updated article will address all of those: Definitions: What is Public Finance Investment Banking? One of the more controversial industry groups is public finance investment banking.

Finance 65

Finance Banking Equity Marketability 65

Reynolds Holding

NOVEMBER 16, 2023

It is notable that enforcement actions of national regulators in one market can so significantly move global cryptoasset values. We provide several possible explanations for why overall investor reaction to the SEC and CFTC may be negative. Generally, the global market reacts negatively to announcements of U.S. enforcement.

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Marketability Market Capitalization Finance Technology 59

Audit Board

AUGUST 9, 2022

As a professional internal auditor, mastering the IIA Standards equips you with a portable skill set that can transcend any audit topic, allowing you to audit new areas, in different companies, and across all industries. In this article, I will share six best practices that have helped me master this skill set throughout my career. .

Technology 52

Technology 52

Musings on Markets

FEBRUARY 11, 2023

A few weeks ago, I posted my first data update pulling together what I had learned from looking at the data in 2023, and promised many more on the topic. I describe myself as a dabbler, and it does get in the way of my best laid plans.

Risk Premium 76

Risk Premium Start-ups Equity Marketability 76

Reynolds Holding

NOVEMBER 28, 2022

Policy discourse on this topic has centered around which – rather than whether – financial regulators should be in charge of crypto trading. So why isn’t the crypto trading market finance? That assumption, however, risks luring policymakers into a potentially catastrophic category error. Crypto and the Purpose of Finance.

Finance 145

Finance Banking Marketability Treasury 145

Brian DeChesare

APRIL 6, 2022

If you’re unsure about your long-term plans but you want to earn a lot and are willing to put in long hours, why not join the consumer retail group? Offline retailers are increasingly moving online, but pure-play e-commerce companies are often classified within the Technology or TMT groups (with some exceptions – see below).

Banking 96

Banking Start-ups Equity Marketability 96

IBG Business

APRIL 4, 2023

In a business sale, the letter of intent is a vital document, and sellers need to thoroughly understand its purpose and scope. While his trucking company was always his first love, Howard had a variety of business interests, including farms in Missouri, a heavy equipment dealership in Kansas, and a gypsum mine in Utah. He dodged a bullet.

Start-ups 52

Start-ups Finance Marketability 52

Musings on Markets

JULY 13, 2022

Country Risk: Drivers and Measures An investment in Nigeria or Turkey clearly exposes a firm or investor to more risks than an otherwise similar investment in Germany or Canada, but why? In most years, the differences between the two updates are small, and often ignorable, but this year's update brings significant changes for many reasons.

Risk Premium 81

Risk Premium Risk-free Rate Start-ups Equity 81