Brian DeChesare

AUGUST 23, 2023

While it may feel like the end of the world, you are not actually back at square one. But if you want a good outcome, you need a solid plan and honesty about why you didn’t get a return offer. Step 1: Figure Out Why You Didn’t Get a Return Offer You need to start by asking why you didn’t get a return offer.

Banking 52

Banking Start-ups Finance Marketability 52

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. Further, the ability to assist clients with ESG compliance and audit can pull your firm even further ahead of the pack. But where should an accounting firm begin when it comes to ESG?

Accounting Firms 59

Accounting Firms Compliance Start-ups Equity 59

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.

Corporate Finance 128

Corporate Finance Finance Start-ups Dividends 128

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. Why do we do that to ourselves?

Start-ups 98

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. . Changing rules.

Finance 98

Finance Technology Start-ups 98

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? Why Switch Groups or Locations? in private equity ), and gotten a referral.

Banking 77

Banking Start-ups Enterprise Value Marketability 77

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. But earlier in 2023, the CFA Institute announced the biggest changes to the program since it started.

Banking 59

Banking Start-ups Finance Private Equity Firm 59

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. Instead, it mostly produces comments such as: “Am I too old? It’s still possible, but the success probability is much lower.

Banking 98

Banking Start-ups Finance Private Equity Firm 98

Brian DeChesare

SEPTEMBER 20, 2023

But there is a decent reason for all this: It’s much harder to write an article about VC interview questions since they are far less standardized than IB interview questions or PE interviews. Q: Why venture capital? Q: Why not private equity, growth equity, hedge funds, or entrepreneurship? Which market is attractive?

Start-ups 59

Start-ups Equity Marketability Terminal Value 59

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

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. Let’s look at how it can support the lucrative shift to advisory services and unlock transformative benefits for accounting firms of all sizes.

Technology 98

Technology Accounting Firms Compliance Marketability 98

ThomsonReuters

JULY 6, 2023

It is also important to clearly explain how the client relationship will work. That’s why the first step to monetizing advisory services is cutting ties with hourly billing and shifting to a value pricing model. Additionally, many accountants are overloaded with tedious work and have lost the spark that once drew them into accounting.

Start-ups 88

Start-ups Compliance Accounting Firms Technology 88

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. . Changing rules.

Finance 52

Finance Technology Start-ups 52

ThomsonReuters

MARCH 12, 2021

For anyone who didn’t exit during the pandemic but were thinking about it before, they’ve had their plans pushed back. to ‘Business succession failure plans’, one look through the Checkpoint Learning catalog shows the topic of succession planning is hot on accountant’s minds. Investing in your business so it can make money without you.

Accounting Firms 98

Accounting Firms Start-ups Marketability 98

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. Similar to terminology like “ target school ,” it would sound weird to use these words in an interview or networking setting. Why Have the Bulge Bracket Banks Changed?

Banking 97

Banking Start-ups Finance Equity 97

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! This also means it is a time for greater growth opportunities.

Compliance 75

Compliance Marketability 75

Equidam

MAY 2, 2022

It’s too much to go asking friends and family, and too much to take on as credit-card debt. Why not raise small amounts regularly, as you need them? Industry is perhaps the most obvious factor in how much you will need to raise, and when you’ll need it. 12 Months w/ 50% cushion = 18 months. Fundraising according to COVID.

Start-ups 85

Start-ups Equity B2C Technology 85

ThomsonReuters

MAY 6, 2022

The next testing period for the CPP begins on September 10, 2022, with registration for it opening on July 6, 2022. Those who sit for the test have to finish it in four hours. Paillie says that, “The CPP designation is more than beneficial for professional growth, it’s essential.” Interested in payroll topics?

Start-ups 95

Start-ups Compliance 95

Internal Audit 360

NOVEMBER 9, 2023

In conversations, it’s not just about hearing the words, but about truly understanding the message, the emotions, and the underlying meaning. The Components of Active Listening Active listening is more than just hearing words; it’s about engaging with the speaker on a deeper level.

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52

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. Breaking down risk One reason that we have trouble wrapping our heads around risk is that it has so many sources, and our capacity to deal with varies, as a consequence. What is risk?

Risk Premium 93

Risk Premium Beta Start-ups Equity 93

ThomsonReuters

NOVEMBER 8, 2022

Automate the creation and routing of workflows, standardizing workflows firm-wide which allows for extensive tracking, analyzing, and reporting while integrating with your other software using its APIs. . It can also make working from home just as effective as working from the office. Power your day-to-day operations .

Start-ups 105

Start-ups Technology Accounting Firms Compliance 105

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. Next, it will discuss insurance.

Appraisal 75

Appraisal Start-ups Marketability 75

Brian DeChesare

MARCH 2, 2022

As investment banking recruitment has moved up earlier – especially in the U.S. In other words, rather than completing an internship during the normal period (the summer in the northern hemisphere), you do it during the fall, winter, or spring – or even after graduation. vs. elsewhere, and it also differs at different types of banks.

Banking 59

Banking Start-ups Finance Equity 59

Musings on Markets

DECEMBER 21, 2022

If, as you read this post, it feels like you have read it or a close variant before, it is because you have. Teaching Philosophy I have heard the old saying that "those who can do, and those who cannot teach", and I won't get defensive in response, because it may be true.

Corporate Finance 89

Corporate Finance Finance Start-ups Marketability 89

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. Inflation: The Full Story I wrote my first post on this blog in 2008, and inflation merited barely a mention until 2020, though it is an integral component of investing and valuation.

Risk Premium 92

Risk Premium Treasury Start-ups Equity 92

ThomsonReuters

NOVEMBER 11, 2020

Why should you start co-creating to strengthen your CPA advisory relationships? It’s a new time,” noted Angie. The best way for our CPA firms to really engage with their clients is to approach it in a co-development fashion.”. Many firms ask how to do it, or say they weren’t trained to do it.

Start-ups 52

Start-ups Accounting Firms Compliance Marketability 52

Reynolds Holding

OCTOBER 19, 2023

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

Banking 72

Banking B2B Finance Technology 72

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. Once you’ve mastered this methodology and how to apply it you can confidently tackle any auditing role.

Technology 52

Technology 52

Brian DeChesare

FEBRUARY 16, 2022

It is a more specialized group with certain disadvantages vs. other industry groups and product groups (e.g., But if that’s your rationale for claiming that it’s “not banking,” then you might as well argue that ECM and DCM are also not banking. more limited exit opportunities).

Finance 65

Finance Banking Equity Marketability 65

Harvard Corporate Governance

OCTOBER 28, 2022

The views expressed in the post are those of Commissioner Uyeda, and do not necessarily reflect those of the Securities and Exchange Commission or its staff. I will focus on two topics: the concept of “materiality” in the federal securities laws and the comparability of ESG disclosure in fund documents. Good afternoon everyone.

Banking 199

Banking Enterprise Value Marketability Compliance 199

ThomsonReuters

JUNE 7, 2023

“Compliance is the number one challenge,” Weckman said, cutting to the chase regarding a glaring concern when it comes to global payroll. Regarding solutions for global payroll challenges, Weckman believes transforming a business’s technology and the way it operates can help. “If you just look at the U.S.,

Compliance 52

Compliance Technology 52

Reynolds Holding

NOVEMBER 16, 2023

It is notable that enforcement actions of national regulators in one market can so significantly move global cryptoasset values. enforcement after controlling for the agency initiating it. We provide several possible explanations for why overall investor reaction to the SEC and CFTC may be negative. enforcement.

Marketability 59

Marketability Market Capitalization Finance Technology 59

Appraiser Newsroom

OCTOBER 26, 2023

ASA recently held its 85 th annual International Conference on October 1-3, 2023, offering a hybrid format for all disciplines, both in New Orleans, LA at Sheraton New Orleans, and online. During the break, attendees continued to network with one another while participating in ASA’s annual Educational Foundation auction.

Appraisal 52

Appraisal Business Valuation Equity Marketability 52

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? That’s a good question, but before answering it, I’ll start by explaining the entire sector: Consumer Retail Investment Banking Defined. public transportation where it exists).

Banking 96

Banking Start-ups Equity Marketability 96

Musings on Markets

FEBRUARY 11, 2023

I describe myself as a dabbler, and it does get in the way of my best laid plans. 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.

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. In fact, despite the “dress-up” clothes it wears, crypto trading isn’t finance or financial services at all. So why isn’t the crypto trading market finance?

Finance 145

Finance Banking Marketability Treasury 145

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. Howard’s aversion to the minutiae of business ownership reared its head after he decided to sell his mining operation. Their conversation was brief, and Howard didn’t give it much more thought.

Start-ups 52

Start-ups Finance Marketability 52