CFO News Room

NOVEMBER 28, 2022

By applying the ideal-target-client framework, advisors can not only better target their marketing efforts (as they can align their website and other advertising efforts with their ideal client’s needs), but they can also streamline their day-to-day work, as they will encounter fewer ‘new’ issues as their client base grows.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

JULY 18, 2016

I started thinking about how it became an addictive consumer habit that’s also disrupted the media consumption ecosystem and the many feeder systems associated with it — like advertising. At the time, it wasn’t as if the $40 put a crimp in the Hastings’ family budget — he’d just sold a company for $700 million. In 2007, with 7.5

Advertising 47

Advertising Leverage Entertainment Marketing 47

CFO News Room

JANUARY 17, 2023

During the summer of 2020, at the height of the coronavirus pandemic, they bought enough Peloton products to account for 30 percent of Affirm’s revenue. Security State is leveraging the threat to ban TikTok from the U.S. People are buying cardigans with this kind of financing. They’re buying groceries and OLED TVs.

Concentration 130

Concentration Economics Manufacturing Numbers 130

PYMNTS

SEPTEMBER 24, 2020

China and India alone account for roughly half of the globe’s smartphone-using population. At the same time, online businesses actually invested less in fraud prevention tools as their general budgets tightened due to external pressures. For the firms that get it right, the opportunity within APAC is significant. People are desperate.

Compliance 98

Compliance Accounting Advertising Budgeting 98

The Charity CFO

NOVEMBER 2, 2023

This requires coordination and cooperation throughout the nonprofit, from leaders and program staff to financial employees and accounting support. Start by figuring out the resources you’ll need and penciling together an early draft of your budget. Then, start developing your strategy to get there. What didn’t?

Nonprofit 52

Nonprofit CFO Leverage Data Analysis 52

CFO News Room

DECEMBER 20, 2022

And so, over time, I just learned these different types of accounts and plans. Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33]. And so, I worked with some executives that had stock options and non-qualified plans, and ESOPs, some executive life and disability plans.

Education 130

Education Planning Numbers Securities 130

PYMNTS

OCTOBER 12, 2018

UPI transactions : The Reserve Bank of India has said that Unified Payments Interface (UPI) transactions — which can put several bank accounts into a single app — jumped 165 percent from the start of the year to September. Executives at six media agencies told CNBC this past week that that Amazon is gaining traction in advertising.

Advertising 42

Advertising Credit Risk Startups Budgeting 42

PYMNTS

OCTOBER 9, 2017

Instead of the merchant crowd making the trip to buy things at volume to resell in their shops, buyers were mostly tourists — taking in the sights and buying as many things as their luggage and bank accounts would permit. Advertising, promotion and personalization became essential buyer acquisition tactics.

Sales 51

Sales Retail Advertising Leverage 51

PYMNTS

OCTOBER 9, 2017

Instead of the merchant crowd making the trip to buy things at volume to resell in their shops, buyers were mostly tourists — taking in the sights and buying as many things as their luggage and bank accounts would permit. Advertising, promotion and personalization became essential buyer acquisition tactics.

Sales 44

Sales Retail Advertising Leverage 44

Barry Ritholtz

MARCH 21, 2023

Everything was the same except, Chicago had in its budget to give me money for airfare to go visit. So I definitely think you want to account for that in places like price-to-book in earnings. And I do think besides just the advertising aspect, I think one huge benefit to our business is we hire a lot of PhDs, including professors.

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65