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Centennial Speaker Series: Joseph Calandro on The Business of Personal Finance: How to Improve Financial Wellness

Tuesday, November 8, 2022, 121 p.m.


Join us for a lunchtime talk with author Joseph Calandro as he discusses his new book, The Business of Personal Finance: How to Improve Financial Wellness. This book is no ordinary personal finance book. It presents, in a highly accessible way, how to effectively understand and manage personal finances, avoid debt and build for the future, and use straightforward tools and techniques developed in conjunction with business economics.

Fun to read, the book leverages core corporate finance principles in a way that helps people become more financially literate in their personal lives. The premise of this book, that personal and corporate finance can and should be learned together to improve financial wellness and know-how, is considered a breakthrough. Using approaches that have been tried, tested, and proven to work with individuals and employees, the authors apply common business activities like “due diligence,” and tools, such as “financial statement analysis,” to personal finance. This connection has not been presented before, either theoretically or practically. And yet it has the power to transform how individuals successfully manage their own finances and, at the same time, inform and educate them on the important aspects of the financial direction of the organizations in which they work.

This is a must-have book for those who are looking for a credible reference tool for how to manage their own finances effectively and for organizations seeking to assist their employees in sound financial management, at every level, both at work and at home.

12 p.m.: Welcome Remarks and Speaker Introduction: James Kelly, director, Gabelli Center for Global Security Analysis

12:08: p.m.: Presentation: Joseph Calandro

12:45 p.m.: Audience Q&A

1 p.m.: Closing Remarks: James Kelly

About the Speaker
Joe Calandro is a managing director of a global consulting firm with more than 35 years of broad industry, consulting, teaching, and research experience in the United States and internationally focusing on strategy/M&A, business intelligence/analytics, and performance/risk management.

He is also a fellow of the Gabelli Center for Global Security Analysis at Fordham University, a contributing editor of Strategy & Leadership, and a member of the nonprofit Progress Through Business.

Calandro is the author of The Business of Personal Finance: How to Improve Financial Wellness (Routledge, 2022), Creating Strategic Value (Columbia Business School Publishing, 2020), and Applied Value Investing (McGraw-Hill, 2009). He has also published widely on financial subjects in the Journal of Investing, Journal of Private Equity, Strategy & Leadership, Journal of Alternative Investments, etc.

Copies of The Business of Personal Finance: How to Improve Financial Wellness will be raffled off to attendees.

This event is co-sponsored with the CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance.