Susan Mangiero

The Mind Body Approach to Retirement: Determining when to retire and how to extend health span, once retired, requires careful planning and the ability to assess specific goals you want to achieve.

CFOs have dozens of issues to worry about, not the least of which is being able to project future earnings with confidence. Conducting this task is not simple since a key model input — taxes — is anyone’s guess right now in terms of rules, rates, and recissions. While it would be nice to avoid the garbage in, garbage out disaster of flawed assumptions, it is a veritable Rubik’s Cube to correctly forecast which political priorities will prevail in November.
Grappling with the uncertainty of fe...

CFOs understand the adage that the only constant is change. Taxes are no exception. Finance chiefs at companies of all sizes are fast realizing the need to allocate more resources to comply with efforts by policymakers and politicians to equalize worldwide tax rates and ensure that companies pay a minimum amount of taxes. CFOs will have to incorporate tax analysis as part of their strategic decision-making or find themselves dealing with unexpected financial and operational outcomes.
A spate ...

Investors have been losing their money to scammers since ancient times, but the scale and the cost of investment fraud has only grown in a digital age that has made it easier for fraudsters to steal hard-earned savings. In "A Bad Return On Your Money," published in the Nov/Dec 2023 issue of FRAUD Magazine, Dr. Susan Mangiero, CFA explores several types of investment fraud and cautionary red flags to consider. Susan is a Certified Fraud Examiner. She has provided expert witness testimony about multiple investment matters.

Nova Credit announced a partnership with HUGS that targets housing opportunities for students in San Diego. As is well known, consumers without a credit history often have to overcome a number of hurdles when it comes to finding housing. This article examines a financial technology solution to help students with no or little credit history.

"5 Tips for Creating Great Content from a Journalist-Turned-Marketer" offers best practices for creating effective marketing content.

I spent more than one year interviewing dozens of advertising, brand, and marketing professionals about brand storytelling best practices and lessons learned.

I interviewed Jacqueline Gallant, the Head of Institutional Marketing and Communications for SLC Management, for a Canadian publisher. The target audience consists of retirement plan fiduciaries who invest in hedge funds, private equity funds, and other types of alternative funds.

I wrote the actionable text for a white paper about digital banking for Venture Capital backed fintech firm, NYMBUS. I worked with the firm's advertising agency to create a simple explanation of the compliance, governance, and technology considerations for a bank seeking to use the NYMBUS platform.

I researched and wrote this article about the corporate finance impact of unfunded retirement plan liabilities. The target audience consists of Chief Finance Officers, Controllers, Board Directors, and Treasury professionals.

I co-authored this article about ERISA lawsuits, retirement fiduciary best practices, and the magnitude of poor investment governance.

Family foundations continue to invest part of their $182+ billion in assets in hedge funds. This article discusses the relationship between risk and return for the benefit of foundation decision-makers.

By invitation, I create a case study for a chapter about foreign exchange asset swaps. These are popular tools, used by corporations and governments to manage their currency risk.