Financial modeling

CFA Institute Announces Significant Enhancements to the CFA Program to Meet the Needs of Candidates and Employers

Retrieved on: 
Monday, March 20, 2023
Employment, CFA, Data science, Curriculum, Calendar, Research, Level 2, Level 3, II, Student, Level, CFA Institute, Artificial intelligence, Knowledge, Python, Society, Chartered Financial Analyst, Financial modeling, Management, Nursing

CHARLOTTESVILLE, Va., March 20, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, announces significant enhancements to the CFA Program as part of its continual efforts to evolve the Program. These changes address the way today's candidates learn and prepare them for successful careers as investment professionals, while also supplying the industry with the well-trained, ethical professionals it so requires.

Key Points: 
  • CHARLOTTESVILLE, Va., March 20, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, announces significant enhancements to the CFA Program as part of its continual efforts to evolve the Program.
  • In fact, they constitute the most significant changes we have ever made to the CFA Program since its inception in 1963.
  • The CFA Program signals clearly that candidates are serious about a long and successful career in investment management."
  • The six changes are as follows:
    Self-contained, digital practical skills modules will be introduced to the CFA Program to teach candidates on-the-job, practical applications.

CFA Institute Announces Significant Enhancements to the CFA Program to Meet the Needs of Candidates and Employers

Retrieved on: 
Monday, March 20, 2023
Employment, CFA, Data science, Curriculum, Calendar, Research, Level 2, Level 3, II, Student, Level, CFA Institute, Artificial intelligence, Knowledge, Python, Society, Chartered Financial Analyst, Financial modeling, Management, Nursing

CHARLOTTESVILLE, Va., March 20, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, announces significant enhancements to the CFA Program as part of its continual efforts to evolve the Program. These changes address the way today's candidates learn and prepare them for successful careers as investment professionals, while also supplying the industry with the well-trained, ethical professionals it so requires.

Key Points: 
  • CHARLOTTESVILLE, Va., March 20, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, announces significant enhancements to the CFA Program as part of its continual efforts to evolve the Program.
  • In fact, they constitute the most significant changes we have ever made to the CFA Program since its inception in 1963.
  • The CFA Program signals clearly that candidates are serious about a long and successful career in investment management."
  • The six changes are as follows:
    Self-contained, digital practical skills modules will be introduced to the CFA Program to teach candidates on-the-job, practical applications.

State-of-the-Art AV Technology Unveiled at ASM Global's New Tech Port Center + Arena in San Antonio

Retrieved on: 
Monday, May 23, 2022
DAS, Financial modeling, Construction, Strategic planning, Food hall, Lighting, Design, Lists of companies, AT, Apple Thunderbolt Display, Exterior (topology), Technology, SAN, AV, Creativity, Instagram, Lumen Technologies, Advertising, AJP, LinkedIn, Twitter, Acquisition, AT&T, LAN gaming center, Esports, Dock, Combined, Video game, Nightclub, Television, Facebook

SAN ANTONIO, May 23, 2022 /PRNewswire-PRWeb/ --The much-anticipated Tech Port Center + Arena, being hailed as the "most technologically advanced concert and eSports facility in the US," is finally open for guests to experience. Managed by ASM Global, the world's leader produce or entertainment experiences, the $70-million, 180,000-square-foot, multipurpose technology arena and interior gaming event space will host eSports competitions, conventions, conferences, concerts and much more. Industry-leading Owner's Representative and AV Consultant, Anthony James Partners (AJP), was behind the $5.2-million-dollar AV Technology scope, with services including Design, Financial Modeling, Bid Management and Negotiations, Construction Administration and Commissioning.

Key Points: 
  • SAN ANTONIO, May 23, 2022 /PRNewswire-PRWeb/ --The much-anticipated Tech Port Center + Arena , being hailed as the "most technologically advanced concert and eSports facility in the US," is finally open for guests to experience.
  • Industry-leading Owner's Representative and AV Consultant, Anthony James Partners (AJP) , was behind the $5.2-million-dollar AV Technology scope, with services including Design, Financial Modeling, Bid Management and Negotiations, Construction Administration and Commissioning.
  • "A first-class AV technology system is critical to the guest experience at Tech Port Center + Arena, and the AJP team has done a tremendous job supporting its design, which will provide guests with booming sights and sounds the second they enter the arena," said Tech Port Center + Arena General Manager Eric Blockie.
  • "San Antonio is a city on the forefront of technology and with AJP's guidance, creativity and design concept, Tech Port Center is primed to become, not only the area's top high-tech venue, but one of the best in the world."

Former President and CEO of the CFA Institute joins The Financial Modeling Institute (FMI)

Retrieved on: 
Wednesday, December 1, 2021
CFA Institute, MFM, CEO, Financial modeling, Senior advisor, CFM, Awareness, Decision-making, Smith, AFM, Accreditation, CFA, Research, Association, Board, FMI, Growth, Management

"The FMI is addressing a large unmet need by ensuring that new hires and existing employees have exceptional financial modeling skills.

Key Points: 
  • "The FMI is addressing a large unmet need by ensuring that new hires and existing employees have exceptional financial modeling skills.
  • Smith, who is the former President and CEO of the CFA Institute, brings tremendous value to the board with his expertise and experience.
  • The CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials.
  • Passing our Level 1 Advanced Financial Modeler (AFM) exam is the only true validation of an individual's financial modeling skills.

Professors Announce a Paper and an NYU Course Revealing Intimate Details of the Alternative Data Industry

Retrieved on: 
Thursday, September 9, 2021

NEW YORK, Sept. 9, 2021 /PRNewswire/ -- Professors Petter Kolm and Gene Ekster have published a divulging paper on Alternative Data in the peer-reviewed Journal of Financial Data Science (JFDS).

Key Points: 
  • NEW YORK, Sept. 9, 2021 /PRNewswire/ -- Professors Petter Kolm and Gene Ekster have published a divulging paper on Alternative Data in the peer-reviewed Journal of Financial Data Science (JFDS).
  • The paper unveils lesser-known industry details, including commercial incentives of the participants, dataset valuation, and technology used to generate returns by institutional investors.
  • In conjunction with publishing the paper, Mr. Ekster will teach a master's level course on alternative data to students of the 2021 NYU Courant Master of Science Program in Mathematics in Finance, which Dr. Kolm directs.
  • Gene Ekster is an adjunct professor at NYU, where he teaches a course on alternative data in finance.

Shake Shack Appoints Katherine Fogertey as Chief Financial Officer

Retrieved on: 
Wednesday, June 9, 2021
Retail, Restaurant, Bar, Food, Beverage, Finance, Food and drink, Frozen custard, Shake Shack, Academic disciplines, Goldman Sachs, Shak, Financial modeling, Shack

Shake Shack Inc. (Shake Shack or the Company) (NYSE:SHAK) today announced that Katherine Fogertey has been appointed to serve as the Companys Chief Financial Officer, effective June 14, 2021.

Key Points: 
  • Shake Shack Inc. (Shake Shack or the Company) (NYSE:SHAK) today announced that Katherine Fogertey has been appointed to serve as the Companys Chief Financial Officer, effective June 14, 2021.
  • Katie brings to Shake Shack more than 15 years of financial and investment experience, including equity and derivatives research, financial modeling and forecasting, and a deep understanding and focus on the restaurant industry.
  • Randy Garutti, CEO of Shake Shack, stated, "I am excited to welcome Katie to the Shake Shack leadership team as CFO.
  • Prior to joining Shake Shack, Ms. Fogertey spent over 15 years at Goldman Sachs in New York City where she rose to lead analyst covering the restaurant sector.

Lack of Time for Analysis, Adoption of New Technology and Data Limitations are Top Challenges Facing Finance Teams, According to insightsoftware Survey

Retrieved on: 
Tuesday, May 11, 2021
Academic disciplines, Corporate finance, Articles, Actuarial science, Financial modeling, Mathematical finance, Economy, Strategic management, Forecasting, Finance

"However, as finance teams look to accelerate growth out of the pandemic, the survey data exposes a growing challenge for finance teams: lack of time to spend on analysis.

Key Points: 
  • "However, as finance teams look to accelerate growth out of the pandemic, the survey data exposes a growing challenge for finance teams: lack of time to spend on analysis.
  • "\nBy a significant margin, respondents identified financial planning and analysis (66%) as the finance team\'s main responsibility, followed by its key elements of financial modeling (56%) and budget and forecasting (48%).
  • Surprisingly, despite the stated focus on finance teams providing strategic insights, respondents ranked long-term business strategy (30%), strategic decision-making (29%) and short-term business strategy (25%) as the lowest priority responsibilities.
  • Visit insightsoftware.com for more information.\nView original content to download multimedia: http://www.prnewswire.com/news-releases/lack-of-time-for-analysis-adopti...\n'

Kaplan Expands Corporate Training Platform to Include Financial Modeling Through Agreement With The Marquee Group

Retrieved on: 
Wednesday, February 24, 2021
Human resources, Finance, Consulting, Continuing, Professional services, University, Education, Training, Corporate finance, Academic disciplines, Actuarial science, Financial modeling, Mathematical finance, Finance, Marquee, Applied mathematics, Kaplan, The Marquee Group

Experts in financial modeling since 2002, The Marquee Group has trained thousands of professionals globally at financial institutions, corporations, professional organizations, and universities.

Key Points: 
  • Experts in financial modeling since 2002, The Marquee Group has trained thousands of professionals globally at financial institutions, corporations, professional organizations, and universities.
  • The Marquee Group is a leading provider of financial modeling, valuation, data science, and other technical training programs.
  • Since 2002, The Marquee Group has provided current and aspiring business and financial professionals with the tools they need to understand and master critical areas of financial modeling and analysis.
  • For many years, The Marquee Group has led the annual training programs at numerous investment banks, pension funds and commercial banks.

2020 MVNO (Mobile Virtual Network Operator) Business Plan Financial Modeling Tool

Retrieved on: 
Friday, February 5, 2021
Mobile technology, Mobile virtual network operator, Academic disciplines, Spreadsheet, Articles, Financial modeling, Applied mathematics

DUBLIN, Feb. 5, 2021 /PRNewswire/ -- The "MVNO Business Plan Financial Modeling Tool" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • DUBLIN, Feb. 5, 2021 /PRNewswire/ -- The "MVNO Business Plan Financial Modeling Tool" report has been added to ResearchAndMarkets.com's offering.
  • The spreadsheet provides both data points for analysis as well as a format for modeling your own parameters for a financial assessment of your MVNO business plan.
  • The spreadsheet provides content for analysis and format for modeling your own data to develop an MVNO Business Plan financial assessment.
  • The MVNO Business Plan Financial Modeling Tool provides two important functions:
    Research and Markets also offers Custom Research services providing focused, comprehensive and tailored research.

Simeio Appoints Owen Newman as Chief Financial Officer

Retrieved on: 
Tuesday, January 12, 2021
Actuarial science, Academic disciplines, Financial statement, Chief financial officer, Financial modeling, Corporate governance, Applied mathematics

ATLANTA, Jan. 12, 2021 (GLOBE NEWSWIRE) -- Simeio (Simeio or the Company), a global leader in Identity and Access Management (IAM), today announced the appointment of Owen Newman as Chief Financial Officer.Owens expertise in aligning financial and operational metrics will help propel Simeios business strategies and global growth.

Key Points: 
  • ATLANTA, Jan. 12, 2021 (GLOBE NEWSWIRE) -- Simeio (Simeio or the Company), a global leader in Identity and Access Management (IAM), today announced the appointment of Owen Newman as Chief Financial Officer.Owens expertise in aligning financial and operational metrics will help propel Simeios business strategies and global growth.
  • With more than 25 years of financial management experience, Owen brings an extensive background in operations management, risk management, strategic planning, joint ventures, mergers and acquisitions, process improvement, financial reporting, and regulatory compliance.
  • Owens background in leading business transformations that were market disruptors within various industries will translate well for Simeio, as he architects our operations and financial models to drive our next phase of growth, states Chris Schueler, Chief Executive Officer at Simeio.
  • Owen Newman joins Simeio from ACI Worldwide Inc., where he served as Senior Vice President of Finance and Divisional Chief Financial Officer.