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Thursday links: analysts and accountants

Abnormal Returns

Markets The energy sector is still less than 4% of the S&P 500. allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. morningstar.com) Strategy Good luck trying to dial risk up and down at the right times. collabfund.com) Expect to see some overconfidence tonight in Detroit.

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Multiple Jobholders Account for 5.1% of All Employed

Advisor Perspectives

Multiple jobholders account for 5.1% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.

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Managed Account Solutions

SEI

It’s time to take a closer look at how Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA) help put you in control.

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Multiple Jobholders Account for 5.1% of All Employed

Advisor Perspectives

Multiple jobholders account for 5.1% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.

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Perfecting the Close Checklist

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Field of Study: Accounting. Let’s rediscover the power of reconciling the balance sheet, the best way to approach the work, and the pitfalls to avoid when preparing or examining reconciliations. 1 CPE credit will be provided for qualifying participants. Recommended CPE: 1 CPE. Program Cost: $0. Program Knowledge Level: Overview.

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Multiple Jobholders Account for 5.2% of All Employed

Advisor Perspectives

Multiple jobholders account for 5.2% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.

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Maximizing Health Savings Accounts (HSAs) Tax Benefits With Adult Children Under Age 26

Nerd's Eye View

Health Savings Accounts (HSAs) are one of the most popular savings vehicles because of their triple-tax advantage: account owners can take an above-the-line tax deduction for eligible contributions, growth in the account is tax-deferred, and withdrawals are tax-free if they are used for qualified healthcare expenses.

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Digital Transformation's Impact on Account Opening for Banks

Digital transformation in account opening is the integration of streamlined processes to enhance the customer journey. Additionally, digital transformation reduces the amount of paperwork and manual labor involved in the account opening process.

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Putting the ‘Tech’ in Spend Management Techniques

Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker

In this webinar, Wayne Spivak will share techniques applicable to not only spend management and GAP analyses, but a wide range of accounting topics, to show you how to go from your company’s current state to the state of the future your company wants and needs. June 6th, 2023 at 9:30 am PDT, 12:30 pm EDT, 5:30 pm BST

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If It Aint Broke, Don’t Fix It: A Dangerous Mindset

Learning Objectives: This course objective is to rethink how we do our work today in the accounting and finance department, and how new thinking can contribute to process improvement. Field of Study: Personal Development. Recommended CPE: 1 CPE.

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The CPA Firm Growth Strategy: From Compliance to Consulting

Speaker: Rita Keller - President of Keller Advisors, LLC

You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You're known as the “go-to” person when a client is faced with tax and financial decisions. You have a very successful firm -- but that’s not enough.