Sentences with phrase «of account management includes»

The «management» part of account management includes being attuned to your client's expectations and responses, both fiscally and emotionally.

Not exact matches

When you first start a company the CEO, of course, is Chief Everything, which includes sales, marketing, PR, product, HR and even office management and accounting.

Forward - looking statements include, among other things, statements regarding future: production, costs, and cash flows; drilling locations and zones and growth opportunities; commodity prices and differentials; capital expenditures and projects, including the number of rigs employed and the number of completion crews; renegotiation of our credit facility; management of lease expiration issues; financial ratios; certain accounting and tax change impacts; midstream capacity and related curtailments; our ability to meet our volume commitments to midstream providers; ongoing compliance with our consent decree; and the timing and adequacy of infrastructure projects of our midstream providers.

In addition to being president of Wells Fargo Investment Institute, Cronk is chief investment officer for Wealth and Investment Management, a division of Wells Fargo & Co. that includes Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement and Abbot Downing businesses, accounting for more than $ 1.6 trillion in assets under administration.

Passive investment products, including index mutual funds and index ETFs, account for nearly 47 percent of assets under management in U.S. stock funds, Goldman Sachs analyst Alexander Blostein said in a note on Monday.

International management and technology consulting firm Booz, Allen & Hamilton Inc. recently reported that 20 % of the 285 North American banks it surveyed already operate Web sites and that 69 % plan to offer a range of banking services (including account - balance inquiries and on - line bill payment) over the Internet within the next three years.

* Charles Speake, a Honolulu - based management consultant and publisher of the Hickson Financial Marketing Report (P.O. Box 1444, Honolulu, HI 96806), a monthly newsletter on small business finances, has adapted VisiCalc to a wide variety of uses, including keeping tabs on extpense - account reporting.

This review included a discussion with management and the independent auditor of the quality (not merely the acceptability) of the Company's accounting principles, the reasonableness of significant estimates and judgments, and the disclosures in the Company's consolidated financial statements, including the disclosures related to critical accounting policies.

Matt McCracken: I am a former CIO with more than 25 years of experience in business process management / integration across a broad spectrum of industries, including software development companies for accounting, dental practice management, and hospitals.

Hymas Investment Management offers consulting services to retail, institutional and legal accounts with respect to all areas of fixed income investment, including:

As described under «Director Nominees for Election,» the Board believes that each of the current members of the Board is a highly qualified and dedicated individual who brings to the Board his or her own particular and substantial expertise and experience, including relevant regulatory, financial services, financial and accounting, legal, and / or risk management skills.

The main subjects in the category this year include disclosure of greenhouse gas emissions, risk management disclosure related to energy production and carbon accounting.

We offer industry - leading processing capabilities, including a single point of contact and an online account management system for all of your account needs.

Any references to «we,» «us,» or «our» refer to the investment professionals associated with one or more of the following entities: the Investment Manager for your managed account will be Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company; your Investment Manager is responsible for ongoing monitoring and oversight of your account; the Investment Manager has engaged Fidelity Investments Money Management, Inc. (FIMM) to provide the day - to - day discretionary management of your account, including investment selection and trade execution, subject to the Investment Manager's oversight and mManagement, Inc. (FIMM) to provide the day - to - day discretionary management of your account, including investment selection and trade execution, subject to the Investment Manager's oversight and mmanagement of your account, including investment selection and trade execution, subject to the Investment Manager's oversight and monitoring.

Economic Value Management has been selected as a Featured Book Recommendation or «Recommended Read» by numerous publications including, among others, Harvard Business School's HBS Working Knowledge, CEO Refresher, Directors Monthly, Global CEO, The Corporate Board, The Institute of Chartered Accountants in Australia, Valuation Issues, On Philanthropy, Accounting Today, Cost Management, and The Journal of Accounting and Finance.

Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.

During the past year, the Audit Committee met with management and reviewed matters that included the Company's risk assessment and compliance functions, information security, public policy expenditures, treasury and investment matters, accounting industry issues, the reappointment of our independent auditor, and pending litigation.

Any failure to develop or maintain effective controls, or any difficulties encountered in their implementation or improvement, could harm our operating results, cause us to fail to meet our reporting obligations, result in a restatement of our financial statements for prior periods or adversely affect the results of management evaluations and independent registered public accounting firm audits of our internal control over financial reporting that we will eventually be required to include in our periodic reports that will be filed with the SEC.

Name: Chris Fowler, MA Title: President and Chief Executive Officer Areas of responsibility: Executive management, strategy Years with CWB Financial Group: 27 Career history: Has served at CWB in roles with increasing responsibility since 1991, including, commercial account management (1991 - 1995), credit risk (1995 - 2008), and joined the executive team in 2008 as Executive Vice President, Banking, and then President and Chief Operating Officer Education: Master of Arts Degree in Economics from the University of British Columbia Community involvement: Trustee for the University Hospital Foundation (University of Alberta), Member of the Canadian Bankers Association's Executive Council, director with the Art Gallery of Alberta's board of directors, and campaign cabinet member with the United Way of Alberta Capital Region

The management fee is a unified fee that includes all of the operating costs and expenses of the Fund (other than taxes, charges of governmental agencies, interest, brokerage commissions incurred in connection with portfolio transactions, distribution and / or service fees payable under a plan pursuant to Rule 12b - 1 under the Investment Company Act of 1940 and extraordinary expenses), including accounting expenses, administrator, transfer agent and custodian fees, Fund legal fees and other expenses.

She currently operates her own consulting business providing services to business and non-profit clients in a number of areas including business and human resources planning account management, organizational reviews and operational planning.

This includes the management of the corporation, operational requirements and the corporation's accounting practices.

[Gurley] argues that the process of an IPO imposes a welcome discipline on a management team, including tightened operations and accounting rigor.»

Along with these some of the major services include personal accounts, retirement planning, asset management, commercial banking and consumer banking.

The group's range of services includes custody, cash management, accounting and administration and investor services, among others.

This site is designed in the interest of the individual whose responsibility includes attending to business cash flow or anything that has to do with the financial survival and growth of a business such as accounts receivable, payables, sales, purchasing, assets, and general business management.

Leaders in the organization have over 110 years of combined experience in areas that contribute to their success, including accounting, business management, marketing, and of course, meat processing.

With a staff of 16 employees, financial responsibilities include budgeting, accounts payable, payroll, investment management, debt management, District and capital assessment management, and overseeing a budget of more than $ 26 million.

Unit overheads were estimated through the same finance departments for all settings and covered management and administrative costs, operational costs (including heating and lighting, training, building maintenance), indirect overheads (including personnel and finance functions), and capital costs based on the new build and land requirements of NHS facilities, accounting for unit occupancy rates.

After an organization qualifies, it must apply for Grantspro, which includes passing a test on AdWords account management with a score of at least 85.

The mission welcomes the recent adoption of several new tax laws and progress in strengthening payroll controls and addressing payroll irregularities, along with advancing public financial management reform, including in developing the Treasury Single Account.

For example, some MPs (including your Hughes quote) have publicly spoken and written about Labour insisting on keeping ID cards and the Heathrow runway: they have either been spun or are spinning; that is simply untrue: LD negotiators are not going to maintain that account of it once past the critical party management phase.

This includes cash from individual givers like Catsimatidis and D'Amato, from political action committees like the Teamsters» DRIVE Committee and the Ultimate Fighting Championship's Zuffa PAC, from real estate interests like Lemor Development Group and WG & Associates Management and Development, from law firms like Harter Secrest & Emery and Donaldson & Chilliest, and from the campaign accounts of fellow pols like Brooklyn State Senator Kevin Parker and New Jersey Congressman Donald Payne.

A very partial list includes the PAC holding the BBC to account for its staggering severance payments; exposing the billions of pounds squandered by the NHS IT programme; exposing the very poor and costly management of nuclear waste; examining the considerable weaknesses of the Charity Commission; taking Amazon, Google and Starbucks to task for their reluctance to pay Corporation Tax on their UK profits; and probing more deeply than ever before into the affairs of HM Revenue and Customs, exposing serious mistakes by the organisation that HMRC had previously kept hidden.

Surface slicks may account for as little as 2 per cent of the oil now spilling into the Gulf of Mexico, according to a study of a controlled deep - water spill conducted in 2000 by the US Minerals Management Service and a consortium of oil companies, including BP.

The study involved 69 middle - aged, mostly female employees — 31 using sit - stand desks and 38 using sitting desks — in a variety of office jobs including administrative / clerical, statistical / testing, management, marketing, research, and accounting.

The OSR post-award office (Harris Building Suite 1100, 3300 Whitehaven Rd.) is responsible for award receipt, agreement negotiation and sponsored research spending account setup, as well as management and close - out of grant, cooperative agreement and contract awards, including sub-awards, independent contractor agreements and clinical trial agreements.

She oversees all financial activities of the Salk, including financial reporting and treasury functions, research accounting, annual budgets, procurement, grants administration and endowment / investment management.

Trudy Bright plays an integral role in operations management and coordination including proposal submission, establishment of sponsored research spending accounts, negotiation of sponsored research agreements and coordination with GUMC administrative offices, departments and outside institutions.

Major objectives include national - level accounting of carbon stocks and emissions from blue carbon ecosystems, increased management effectiveness of blue carbon ecosystems within protected areas, and the development of blue carbon offsets for tourism activities.

Peterborough Cambridgshire About Blog ACR handles permanent, contract, interim and temporary full and part - time jobs across a wide cross section of business sectors including HR, administration, secretarial, marketing, sales, new business development, account management, accounts, customer service, IT, analysts and graduate recruitment.

Peterborough Cambridgshire About Blog ACR handles permanent, contract, interim and temporary full and part - time jobs across a wide cross section of business sectors including HR, administration, secretarial, marketing, sales, new business development, account management, accounts, customer service, IT, analysts and graduate recruitment.

Balance sheet It is good practice for the monthly management accounts to include at least an abridged version of the balance sheet covering the net current assets position shown in at least as much detail as that included in the financial statements.

The process of conversion also has a significant impact on the business management function within a new academy, including challenges associated with accounting and reporting, concerns about insurance or other back office issues.

A comprehensive 3D print management solution should also include an accounting system and a set of customisable reports.

• Tuition or fees at a qualified school or an eligible postsecondary institution • Textbooks • Educational therapies or services from a licensed or accredited practitioner or provider • Tutoring or teaching services • Curricula and related materials • Tuition or fees for an online learning program • Fees for a nationally standardized norm - referenced achievement test, an advanced placement examination, or any exams related to college or university admission • Contributions to a college savings account • Services provided by a public school, including individual classes and extracurricular programs • Any fees for the management of the ESA

The Academies Financial Handbook of 2014 required a trust's internal control framework to include preparation of timely monthly management accounts (including income and expenditure reports on an accruals basis, cash flow forecasts and balance sheets as appropriate).

The accounts also include stinging criticisms of the trust's past financial management.

Cynthia joined New Visions in 2014 as director of finance, responsible for all of the organization's financial functions, including accounting, grants management and budgeting.

Chief Financial Officer 213-634-4248 [email protected] Sara is responsible for the fiscal management of the organization and oversees all financial operations including accounting and controls systems, budgeting, and financial reporting.