Sentences with phrase «account planning activities»

Support sales with logistical support required to prepare for and engage clients in sales meetings (including company level research, account planning activities, and scheduling activities).

Not exact matches

His prior experience includes private equity funding of start - up telecommunications and Internet services companies, as well as strategic and financial planning, mergers and acquisitions, and managing finance and accounting activities for both domestic and international businesses in the telecommunications and Internet services sectors.

For example, if you're looking to build a retirement savings plan, the tool pulls in your current spending activity from your linked accounts, analyzes government data on spending patterns for people as they age, and then crunches the numbers to estimate your actual spending in retirement.

In the right client situation, BMO SmartFolio allows brokers to spend less time on administration and reviewing client accounts, and more time on value - added activities like financial planning and estate planning, says Silvio Stroescu, head of digital investing at BMO Financial Group.

AST will administer the Plan, purchase and hold shares acquired for shareholders under the Plan, keep records, send statements of account activity and perform other duties related to the Plan.

If the proposal goes through, FinTech companies applying for a special purpose national bank charter will have to have a robust, well - developed business plan, and a governance structure, capital levels, and liquidity that take into account the risks and complexity of its activities and services.

At the start of each month I plan on detailing all my buy / sell activity for each of my 3 individual stock portfolios: Loyal3, Roth IRA, and Taxable Brokerage accounts.

Will work on driving revenue, building partner and client relationships, driving new prospect activity and growth, developing account based strategic plans, and monitoring market data.

• Taking religious festivals into account when planning sessions and activities.

F. Events and activities charged to the SURPAS accounts must comply with University Event Planning and Alcohol Policies as well as other applicable funding policies that pertain to student groups at Stanford, including those on sponsorships, unless a written authorization for a policy exception is received by the Treasurer from the Associate Dean for Postdoctoral Affairs.

These plans take into account each individual's lifestyle, nutrition, work and leisure activities, current and past stressors, and relevant previous injuries — in other words, the root causes of each person's pain and all its manifestations.

● Activity — This accounts for the number of calories needed to perform general physical activity (walking around, gardening, picking up the house) and planned bouts of exercise (going to the gym, participating in Activity — This accounts for the number of calories needed to perform general physical activity (walking around, gardening, picking up the house) and planned bouts of exercise (going to the gym, participating in activity (walking around, gardening, picking up the house) and planned bouts of exercise (going to the gym, participating in a race).

While I generally try to keep my travel wardrobe as tight as possible, with such varied activities and plans, I definitely had to account for a few extra outfits.

Appropriate planning can enable programs to offer a wide variety of activities that incorporate all the learning domains and take into account appropriate learning theories.

Individuals involved in the Association are responsible for the following activities in Indiana's public schools: finance, accounting, budgeting, auditing, purchasing, maintenance and operations, human resources, facility planning, risk management, cash management, food nutrition, technology, and transportation.

The pace of an activity can be thrown off with one or more interruptions, so even the best lesson plans need to account for these minor changes.

Expenditures within each fund are further delineated by unit, grant, program, and account to more fully reflect the planned activities of the fund.

Expenditures within each fund are further delineated by grant, program and account to more fully reflect the planned activities of the fund.

costs» means amounts substantially all of which are paid by, or for the account of, an obligor in connection with a project, including the cost of» (A) development phase activities, including planning, feasibility analysis, revenue forecasting, environmental review, permitting, preliminary engineering and design work, and other preconstruction activities;» (B) construction, reconstruction, rehabilitation, replacement, and acquisition of real property (including land relating to the project and improvements to land), environmental mitigation, construction contingencies, and acquisition of equipment; and» (C) capitalized interest necessary to meet market requirements, reasonably required reserve funds, capital issuance expenses, and other carrying costs during construction.»

developing or revising emergency plans and training activities to account for bulk transportation of energy product by rail and over the road;

It reflects the result of your investment selections as well as any activity in the plan account (s) shown.

The calculated value reflects the result of your investment selections as well as any activity in the plan accounts shown.

You will receive a quarterly account statement showing your account balance and activity for your plan.

Students are introduced to the idea of enterprise and begin planning a money making activity that takes into account the local community and its needs and interests.

[5] Jack VanDerhei, Sarah Holden, Luis Alonso, and Steven Bass, «401 (k) Plan Asset Allocation, Account Balances, and Loan Activity in 2014», Employee Benefits Research Institute (August 2016)

Just make sure to close accounts every three months so the activity doesn't negatively impact your credit score and if you plan to make a major purchase in the next six months or so, it may be better to close one and then wait a little while to close the others.

Fidelity research from the 2008 crash found that investors who stayed the course and continued contributions in workplace savings saw a â $ œ29.3 % leap in their average account balances for the 18 months through March 2010 thanks to market gains, contributions and other plan activity.

Open separate accounts and authorize each enrolled plan participant or the plan administrator to direct the investment activity.

One pooled account may be opened where the plan trustee or administrator directs the investment activity for the entire plan.

Open one pooled account where the plan administrator manages the investment activity for the entire plan, OR establish separate accounts and authorize each participant or the plan administrator with management of the investment activity

In the right client situation, BMO SmartFolio allows brokers to spend less time on administration and reviewing client accounts, and more time on value - added activities like financial planning and estate planning, says Silvio Stroescu, head of digital investing at BMO Financial Group.

However, as noted below, under certain commission plans fees may be charged unless minimum account activity thresholds are met.

401 (k) Plan Asset Allocation, Account Balances et al 2014 This report from the Employee Benefit Research Institute (EBRI) and Investment Company Institute (ICI) provides a detailed breakdown of 401 (k) plan balances by age, income and tenure in the plan, as well as info about loan activity and how participants invest their 401 (k) saviPlan Asset Allocation, Account Balances et al 2014 This report from the Employee Benefit Research Institute (EBRI) and Investment Company Institute (ICI) provides a detailed breakdown of 401 (k) plan balances by age, income and tenure in the plan, as well as info about loan activity and how participants invest their 401 (k) saviplan balances by age, income and tenure in the plan, as well as info about loan activity and how participants invest their 401 (k) saviplan, as well as info about loan activity and how participants invest their 401 (k) savings.

As long as there's qualifying activity on your Mileage Plan account — including flying on Alaska, Virgin or their airline partners, redeeming miles for award tickets, eating at Mileage Plan Dining restaurants, buying items via Mileage Plan Shopping portal and credit card spending — your miles won't expire.

Create an account on GoDominicanRepublic.com and you will be able to save your favorite destinations, activities, events, video, image galleries and more to your Favorites on the site, along with travel planning notes!

As long as there is activity in your Mileage Plan account, your miles will not expire.

Finally, with the exceptions of sport fishing and diving, tours don't need to be planned in advance, but can be booked after arrival, giving visitors the most flexibility in taking the weather and how they feel into account when planning their vacation activities.

Members may elect to receive a monthly e-Statement via e-mail, may view current activity on Alaska Airlines» website, or may call Mileage Plan customer care for any updates to the member's Mileage Plan account.

Alaska Airlines reserves the right to deactivate the Mileage Plan account of any member involved in such activities until liability is fulfilled.

Artists will learn: - Methods of organizing community around social impact through arts and culture emphasizing available assets over deficits - Tools and activities to engage dialogue, break down barriers, and create a shared language among key stakeholders - Incorporation of art into city planning and urban development - How to negotiate, read / build contracts, and build robust budgets that both account for all aspects of project expense, including artist fee, and reflect the story of your project to funders and stakeholders.

Requires states administering SEED accounts to: (1) prepare annually a plan to identify the intended uses of the allowances or proceeds from the sale of allowances in its SEED account; and (2) report biannually to the EPA Administrator on its SEED activities.

The plan will look to increase the level of flood protection across the entire city, while also taking urban planning projects, maintenance activities and resilience strategies into account.

Costs are defined in a variety of ways and under a variety of assumptions that affect their value ► Cost types include: ► administrative costs of planning, management, monitoring, audits, accounting, reporting, clerical activities, etc. associated with a project or program; ► damage costs to ecosystems, economies and people due to negative effects from climate change; ► implementation costs of changing existing rules and regulation, capacity building efforts, information, training and education, etc. to put a policy into place; ► private costs are carried by individuals, companies or other private entities that undertake the action, where ► social costs include additionally the external costs on the environment and on society as a whole.

Take this into account when planning your personal interactions, marketing and business development activities, and service delivery approaches.

David is the Chief Financial Officer at Lighthouse, where he is responsible for managing the company's financial activities, including planning and analysis, accounting, financial operations, strategic development, and overseeing strategy implementation.

The roles responsibilities include (but are not limited to) providing first line support to the practice group, ensuring that the strategy, plans and structures are in place and aligned to the firm's strategic goals; supporting the annual budgeting and forecasting activities within the practice group; providing in - depth analytical support on financial performance at practice group and team level; be the business advisor to the practice group and helping the group effectively manage their financial performance; providing training for groups of partners and lawyers, recommending improvements in efficiencies and practices; working with partners, heads of department and others to encourage best practice in relation to accounting and profitability, pricing and matter management; being the finance representative, working closely and collaboratively with business services teams; and developing a best practice approach within the practice and improving the efficiency of processes.

Currently 123 can: — Auto Sync Clients & Matters with Clio's Contacts & Matters — Export Excel or CSV files of 123 billing reports and load into your accounting app Planned Integrations: — Auto Sync Documents & Versions, Timers & Activities with Clio — Integration with Zapier for integration with 300 + supported apps — Open API: Our API is already being used and will be available to integrate to any other system — Auto Sync 123 billing reports with Xero — Mapping of 123 Practice Area specific fields with custom Clio fields for auto sync

Vetal will deliver executive fiscal leadership and vision for both companies, leading their financial and accounting activities around development of relevant business information, accurate accounting systems and financial plans.

Ajeet Khurana, head of the Blockchain and Cryptocurrency Committee of the Internet and Mobile Association of India (IAMAI), told the Economic Times that the group (which counts seven cryptocurrency exchanges among its members) plans to submit a proposal to the government, in which the concerned agencies will be able to look up purchase data for all buyers and sellers on domestic exchanges and trace their activity through their Aadhaar ID or Permanent Account Numbers (PAN).

Each member of the plan has the ability to check the amount of data they are using via the Project Fi app while managers have a higher access level that allows them to view the activity of each account member.