Sentences with phrase «based financial practice»

Uniquely positioned via decades of experience as attorneys, law firm administrators, paralegals, law firm trainers, and legal IT, Affinity consultants have been working with law firm clients since 1998 on technology audits; strategic business & management assessments; technology selection and implementations; traditional and cloud - based financial practice management; litigation support and trial preparedness; and in - house training and professional development.

Fee and commission based financial practice for sale in the San Diego area.

Not exact matches

Developmental lending as practiced by IBC involves providing financial services (primarily loans) to aboriginal people who, for a variety of cultural and / or financial reasons, are alienated by mainstream lending institutions; approving loan applications on the basis of typical financial considerations while taking into account the potential for positive social or community outcomes; and evaluating social outcomes resulting from the loan portfolio over the long term.

It will have to disclose its financial status on a regular basis and come under surveillance by the SEC on its trading practices.

According to Gregory Smith, a Toronto - based partner in EY's financial services advisory practice, Canadians of all ages are interested in using fintech services.

Shortly after her husband died two years ago, Mary Lacey Gibson, a San Juan Bautista, California - based certified financial planner who owns her own practice, began applying for a reverse mortgage on her home even though she had no real need for the loan.

Dr Garside said the practice acquisition model included consideration to vendors of a mix of cash and equity ownership in Endeavour based on the practice's financial performance.

Open - book management is a business practices based on radical transparency and consists of sharing financial and decision - making duties among all employees.

Putting their ideas into financial planning practice is not new to Ritholtz (below) and Brown, who were already doing that at New York City - based Fusion Analytics.

The market practices chronicled in this white paper show that financial firms and their sales - based financial professionals function as investment advice providers, despite financial lobbyists» legal claims to the contrary.

The Monthly Dirtcast combines finance and entertainment, with guests including a Myrtle Beach financial advisor, a SC - based real estate agent, a practice broker, and one of the world's most successful individual investors.

For more ideas on how you can improve your small business finances, review these simple money management practices that can help you form better financial habits on a daily basis.

Alan has 20 years of financial and consulting experience, having served as Director of the Interfunctional Management Consulting Program at Rutgers Graduate School of Management, a program he helped build into one of the largest business school - based management consulting practices in the country.

The Waldorf School of Baltimore does not discriminate on the basis of sex, race, color, religion, sexual orientation, or national or ethnic origin in the administration of its educational program, admission policies, financial aid policies, employment practices and other school - administered programs.

Twelve critical success factors, including «the right attitude, focus, leadership, teamwork, support, and a personal and financial commitment to best practice and continuous quality improvement,» were identified, based on practices at four Ontario hospitals with comparatively low caesarean rates.19 The «right attitude» included taking pride in a low caesarean rate, developing a culture of birth as a normal physiological process, and having a commitment to one to one supportive care during active labour.

Floe Financial Partners serves clients as a fee - based asset manager, providing investment advice as an independent advisory practice.

According to a Park District memo, Moody officials cited several factors for the upgrade, including sound financial operations, conservative budgeting practices, ample reserves, a diverse economic base and a favorable debt profile.

The Fleet Street - based agency specialises in financial communications but has been focused on building its policy advisory practice over the past few years.

The report card grades each bank based on its current position and practice regarding MTR investments, and calls on the banks to strengthen their policies and cease their financial support for coal companies engaging in MTR.

Tracy has profound insight on how to maintain a healthy lifestyle while working and living in a fast moving society; she has been a Health Coach at both Bloomberg, LP and an NYC based Integrative Medical practice, and was previously VP of Sales at a financial services institution.

We are a national, membership - based organization composed of financial institutions, mutual fund companies, investment firms, financial advisors, and various organizations and individuals who practice and support responsible investing.

Having a less bureaucratic and evidence - based review of financial practices in schools is fine in principle, but many schools are now concerned that the SFVS lacks structure, guidance and enough rigidity to ensure that best practice is delivered, adhered to and monitored.

Under her leadership, the school launched the Doctor of Education Leadership Program, a first - of - its - kind practice - based education doctoral program; created a universitywide Ph.D. in Education; established the Urban Scholars Fellowship which provides full tuition to teachers from urban schools; and significantly increased financial aid for master's and doctoral students.

Serving a range of industries, including financial services, healthcare, human capital management, and telecommunications, Simplify Compliance provides time - saving products and solutions that help U.S. - based businesses and their employees monitor compliance, optimize financial performance, and create and implement best practices.

The Children's Aid National Center for Community Schools is a practice - based technical assistance organization that builds the capacity of schools, districts, and community partners to organize their human and financial resources around student success.

☐ Is overseen by an elected school board ☐ Submits to a financial audit on a regular basis ☐ Follows state class - size mandates ☐ Adheres to health, safety, and civil rights laws ☐ Teaches a curriculum aligned to state standards ☐ Is a brick - and - mortar school (not an online one) ☐ Doesn't teach religion ☐ Is in session at least six hours a day, 180 days a year ☐ Follows state teacher - pay guidelines ☐ Participates in annual assessments ☐ Has at least one librarian, nurse, and counselor ☐ Does not practice selective admissions ☐ Demonstrates at least minimal growth in student achievement ☐ Employs unionized teachers ☐ Keeps student suspensions to a minimal level

In place of the practices above, states and districts can adopt strategies that foster efficiency at both the school and district level, such as adopting «activity - based cost» (ABC) accounting; empowering principals as school - level CEOs; adopting performance - based dollar distribution formulas and school - level financial budgeting; centralizing health insurance at the state level; and outsourcing operational services where proven to save money.

Recommendation: The ASBCS should perform annual financial performance expectation reports rather than the current practice of grading charter organizations based on two years of financial data.

Interventions in «low - performing» schools should include coherent strategies that include understanding each school's unique context, strengths, and needs; ongoing professional development for staff; research - based practices; parent, student, and community involvement; and the necessary financial resources to support school transformations from low - performing to high - performing.

The findings were released a month after the Victorville - based California Charter Academy shut down 60 campuses under pressure from new state laws and a California Department of Education investigation into its academic and financial practices.

All in, Honda's changes for the fifth generation CR - V look to elevate the crossover in nearly every aspect while keeping it accessible from both a drivability and financial standpoint, though whether or not the larger dimensions of the vehicle give it a «just right» size as Honda sees it or make the CR - V slightly more cumbersome in practice is something of a subjective call on a per - case basis, as the move seems to buck the current industry trend of reduction rather than expansion.

It is common practice in the financial industry to use basis points to denote a rate change in a financial instrument, or the difference (spread) between two interest rates, including the yields of fixed - income securities.

We are a national, membership - based organization composed of financial institutions, mutual fund companies, investment firms, financial advisors, and various organizations and individuals who practice and support responsible investing.

The practice is based on historic provincial debt collection legislation intended in part to provide consumers with voluntary debt consolidation service when no one will lend — before the availability of the consumer proposal embodied in federal debt relief, financial restructuring legislation.

Today the Consumer Financial Protection Bureau (CFPB) Student Loan Ombudsman released a report finding high rates of consumers are being rejected for co-signer release on their private student loans, based on its review of industry practices.

Moss uses this handy guideline in his practice (a Georgia - based investment firm called Capital Investment Advisor, of which he is chief investment strategist) as well as on his popular financial radio show, Money Matters.

Cynthia Kett, a principal with Toronto - based Stewart & Kett Financial Advisors, says she's seen evidence of this in her own practice.

By Drew Kessler The Consumer Financial Protection Bureau (CFPB) has published a detailed report based on the results of its public inquiry on student loan servicing practices.

This financial calculator covers most of the bases when you want to estimate how much you may be able to sell your financial advisory practice for today - without having to either do massive amounts of research, or hire an expensive firm that specializes in this market.

Not every clientâ $ ™ s investment portfolio should look like their financial plannerâ $ ™ s. Practicing what you preach should be using appropriate investment strategies based on the clientâ $ ™ s specific planning objectives if that what your preach.

Develop and maintain sound and transparent financial practices, based on best practices of non-profit accounting and financial reporting.

Refine Valuation and Budgeting: Veterinary practices should develop a financial plan based on their own unique practice figures.

My law practice is based upon an unrelenting desire to assist consumers and small business owners achieve financial relief through the bankruptcy process.

The property - based environmental actions, in partnership with Parks Canada, has demonstrated how a large resort can help improve their environmental performance through sustainable business practices, while demonstrating sound financial results.

As a respectable corporate institution, AIBL has expanded based on customer - centered principles and responsible banking practices while providing clients with worldwide access to financial services in a secure and confidential setting.

We are a national, membership - based organization composed of financial institutions, mutual fund companies, investment firms, financial advisors, and various organizations and individuals who practice and support responsible investing.

While LA based artist Joe Davidson is focused on the practice of recycling his literal past: old financial statements and moniz's healthcare statements, and letting the reduced paper pulp speak for itself.

In compliance with Title IX of the Education Amendments of 1972, Title VI and VII of the Civil Rights Act of 1964, and Section 504 of the Rehabilitation Act of 1973, the Americans with Disabilities Act, as amended, the Age Discrimination Act of 1975 and applicable federal, state, and local laws, and our institutional values, The Cooper Union does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, national or ethnic origin, military status, marital status, partnership status, familial status or any other legally protected characteristic, in admissions, financial aid, or employment practices, or in the administration of any Cooper Union educational program or activity, including athletics.

Mikalson, who supports her performance - based practice as a freelance bookkeeper, will run through the nuts and bolts of artist finances, as well as elaborate on alternative models of financial sustainability.

His main areas of practice were insolvency and financial re-structuring, commercial litigation and asset - based lending.