CFO Thought Leader

NOVEMBER 17, 2024

This passion led him to pursue an MBA at MIT Sloan, concentrating on clean energy finance. “To become a CFO, focus on building a strong foundation in finance, accounting, and strategic management. “I believe in utilizing a financial focus to further technology and business innovation,” Derek explains.

CFO 52

CFO Finance Concentration Startups 52

CFO Plans

DECEMBER 29, 2024

This narrow focus can lead to missed opportunities for innovation and expansion, as businesses concentrate on merely covering costs instead of exploring new revenue streams. Offering comprehensive financial solutions tailored for growth, CFO Plans provides expert guidance in accounting, tax, and strategic CFO services.

Strategic Planning 52

Strategic Planning CFO Concentration Manufacturing 52

CFO Thought Leader

JUNE 2, 2025

Thats especially vital in California, where Hecht says CSAA faces its greatest insurance concentration and the most market volatility. For CSAA, strategy is inseparable from service. Our strategy is deeply tied to serving AAA members, Hecht tells us. While other insurers have exited the state, CSAA has stayed the course.

CFO 52

CFO Communication Concentration Finance 52

Musings on Markets

JUNE 2, 2025

There were only a handful of Aaa rated countries, concentrated in North America (United States and Canada), Northern Europe (Germany, Scandinavia), Australia & New Zealand and Singapore (the only Aaa-rated Asian country.

Marketing 116

Marketing Currencies Treasury Economics 116

CFO News

JUNE 19, 2025

Audit experts are calling this step progressive which will help in decentralising audit concentration from large firms that hold the majority of the mandate. Presently an individual CA can conduct 60 audits in a year but the rule is not the same for partners in accounting firms.

Auditing 40

Auditing Concentration Accounting Firms Accounting 40

Global Finance

DECEMBER 6, 2024

The client base predominantly consists of HNWIs and UHNWIs concentrated in Qatar and the broader Middle East and North Africa region, backed by QNBs presence in London, Paris, and Geneva. QNB Private manages a substantial portfolio, with assets under management reflecting a steady increase year on year and an expanding market share.

Banking 52

Banking Concentration Investments Risk Management 52

The Charity CFO

DECEMBER 23, 2024

Tracking specific metrics helps nonprofits see how well theyre doing in areas such as: Fundraising Marketing Program delivery Operational efficiency Overall impact In turn, KPI data helps leaders make informed decisions, optimize resources, and build trust and accountability with donors and stakeholders.

Nonprofit 52

Nonprofit Numbers Profit and Loss Concentration 52

Barry Ritholtz

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. And, and I saw that the, what were in those days, the big eight accounting firms were coming up to hire and they had this program where they would hire liberal arts graduates, have them work, and as part of the arrangement would pay for you to go to grad school.

Concentration 52

Concentration Investments Benchmarking CFO 52

Global Finance

OCTOBER 31, 2024

That level of concentration defines ICBC, the world’s largest bank by assets and winner of this year’s Best Corporate Bank award. Offerings include corporate accounts, cross-border yuan settlement, litigation services, and foreign exchange trading. trillion, accounting for nearly 18% of its total customer loans.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

CFO News

JUNE 17, 2025

From fiscal year 2027, a partner in an accounting firm can conduct a maximum of 60 tax audits annually. The Institute of Chartered Accountants of India aims to discourage audit assignment concentration. Charanjot Singh Nanda, president of ICAI, shared this decision.

Auditing 40

Auditing Concentration Accounting Firms Accounting 40

E78 Partners

FEBRUARY 6, 2025

Benefits of a Strategic Lift-Out At its core, a lift-out is the transition of non-core operationssuch as accounting, reporting, compliance, and investor servicingfrom an internal team to a specialized external provider. This ensures fund managers retain control and institutional knowledge while benefiting from enhanced capabilities.

Compliance 59

Compliance Concentration Investments CFO 59

CFO News

JUNE 27, 2025

ICAI will implement new guidelines from April 2026, limiting each partner in accounting firms to a maximum of 60 tax audits annually. This aims to prevent audit assignment concentration among senior partners and foster competition.

Auditing 58

Auditing Concentration Accounting Firms Accounting 58

The Big Picture

JUNE 16, 2025

And so I was going to have to invest and save on my own account to accomplish that. Now the problem with free trade is that it’s harms our concentrated and obvious as David Otter found out, but its benefits are diffuse. And it showed just how badly communities that were affected by Chinese competition were hollowed, hollowed out.

Math 52

Math Finance Investments Marketing 52

Barry Ritholtz

MARCH 4, 2025

00:15:17 [Speaker Changed] So really what you’re saying is from a checking account up to a, a secondary financing private debt up to an IPO. They need a, they need a bank account, they need to pay their employees, they need to have a way to sort of collect funds, they may need a credit card. Just very simple banking needs.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

CFO Simplified

APRIL 15, 2022

How many customers account for 80% of your sales? Customer concentration had become an ever-bigger problem as borrowing increased. Significant Findings and Recommendations: Reduce Customer Concentration. The quantity seemed to grow over time, as the accounting department turned a blind eye. Rank your customer base.

Concentration 52

Concentration Profit and Loss Sales B2C 52

PYMNTS

DECEMBER 16, 2020

The high fees as well as bad service have kept customers and smaller businesses locked out of the card transaction system, the AP reported, and it often takes as long as four to six months to open a bank account there. Because of that, the commission has called on the Mexican government to ease restrictions for companies.

Concentration 83

Concentration Banking Accounting Economics 83

PYMNTS

OCTOBER 31, 2016

Mobile devices will account for 75 percent of global internet use next year, according to Zenith’s new Mobile Advertising Forecasts, published last week. Mobile internet accounts for the highest proportion of total internet use in Spain, where the firm estimates it will account for 85 percent of internet use in 2016.

Accounting 76

Accounting Concentration Forecasting Advertising 76

Barry Ritholtz

JUNE 28, 2023

trillion in assets, accounting for close to 80% of available market capitalization on U.S. All of the companies in the S&P 500 are worth $7.1 stock exchanges. Visual Capital notes: “Over the last decade, big tech names have dominated the index.

Concentration 105

Concentration Numbers Accounting Marketing 105

CFO Simplified

AUGUST 21, 2022

In this case, the bank is giving you a percentage of those quick assets—either inventory or accounts receivable (AR)—to provide support for the loan they’re giving you. Regarding Accounts Receivable. With regard to accounts receivable, one thing banks are always concerned about is customer concentration.

Banking 98

Banking Concentration CFO Accounting 98

PYMNTS

MARCH 5, 2018

To create a financial product that would appeal to younger customers and those without a bank account, Amazon is reportedly in talks with big banks like JPMorgan Chase about designing a checking account-like product. If the product were to launch, Amazon would serve as a partner to the big banks.

Accounting 57

Accounting Banking Healthcare Concentration 57

CFO News

SEPTEMBER 17, 2024

Amid concerns from the Institute of Chartered Accountants of India about potential audit concentration among large firms, the NFRA proposes significant revisions to SA 600 to address audit deficiencies and enhance oversight.

Concentration 75

Concentration Auditing Accounting 75

Generation CFO

JANUARY 28, 2022

Football was such an alpha male world and over time that became an adapted part of my DNA, but when I entered the accounting world I quickly realised I had to unlearn that behaviour once again in order to adapt,” says James. By the time he was hired into larger organisations he felt he was a bit of an outsider.

CFO 200

CFO Math Concentration Finance 200

CFO News Room

DECEMBER 16, 2021

The gain was concentrated in the Pandemic Unemployment Assistance program and the Pandemic Emergency UC program, which accounted for 93,338 of the 107,674. Continuing claims in all federal programs totaled just 498,040 for the week ending November 27, an increase of 107,674 (see second chart).

Concentration 130

Concentration Economics Numbers Investments 130

PYMNTS

FEBRUARY 5, 2020

In finance, accounting is everything. Accounting for everything, especially when it comes to credit — in other words, taking stock and measure of where lending activities have been concentrated, where risk is and where losses may loom — is as much art as science. billon, American Express by $2.7

Accounting 63

Accounting Banking Forecasting CFO 63

Barry Ritholtz

AUGUST 26, 2022

My examples of overpriced, low-performing, abusive account management have been derided as outliers. As often happens in these circumstances, the ex-employee’s book gets divided up among the remaining brokers, whose jobs that weekend becomes retaining those accounts and their assets.

Concentration 141

Concentration Benchmarking Investments Accounting 141

CFO News Room

JANUARY 31, 2023

I have come to think of it in terms of concentric circles, each smaller than, and fully contained in, the larger category. Capitalism, however, also creates concentrations of economic power because of the ability of successful investors and entrepreneurs to gather large amounts of wealth.

Concentration 130

Concentration Economics Marketing Currencies 130

CFO Network

FEBRUARY 21, 2024

5 Shocking Ways Outsourced Accounting Saves You Money! One area where many businesses can optimize their operations and cut costs is accounting. Outsourced accounting has emerged as a game-changer for businesses of all sizes. This blog will explore the surprising ways outsourced accounting can save money.

Accounting 52

Accounting Compliance Concentration Accounting Firms 52

PYMNTS

JUNE 6, 2018

based bank accounts and receive payments by the same means. That bank will manage funds to be disbursed before those funds are given over — “pushed,” in fact — to individual accounts through Faster Payments. The firms said that only a very small number of accounts in the U.K. less than 0.1 less than 0.1 The first U.K.-based

Accounting 55

Accounting Banking Concentration B2B 55

PYMNTS

APRIL 13, 2020

Most Main Street businesses are shut down for the time being; workers are away from their offices; and as a result of social distancing, we as a society have concentrated all the activities once spread across a variety of destinations throughout the day into a single place — the home.

Securities 129

Securities eCommerce Concentration Accounting 129

PYMNTS

FEBRUARY 23, 2020

customers with high-interest rates for savings accounts, and then lowering its group funding costs that way. However, the competitive landscape is still concentrated and the market could be upended by a player with more financial pull and lending power. bank Goldman Sachs launched a digital bank called Marcus in the U.K.

Banking 102

Banking Concentration Retail Securities 102

PYMNTS

JANUARY 22, 2021

Some key tools that emerged as most beneficial to treasurers included physical cash concentration, notional pooling and virtual account solutions. For instance, both cash concentration and notional pooling can enable a treasurer to understand an end-of-day cash position.

Treasury 103

Treasury Concentration Currencies Banking 103

PYMNTS

SEPTEMBER 1, 2020

However, cross-border payments could become ever more challenging as the network shrinks and becomes more concentrated across fragmented messaging formats, wires and domestic infrastructure. Getting correspondent bank accounts is the biggest challenge every payment service provider is facing.

Banking 123

Banking Concentration Numbers Economics 123

PYMNTS

JANUARY 20, 2021

Finance and accounting workflows lend themselves well to these three pillars, he said, and Fitzmaurice agreed. “It That provides for complete optimization of the supply, demand and cash flow aspects of accounts payable and accounts receivable systems — which allow for real-time, frictionless decision-making.”.

B2B 125

B2B Invoicing Prioritization Corporate Finance 125

PYMNTS

NOVEMBER 20, 2020

Rolex accounts for 40 percent of luxury watch sales on eBay. Consistent payments between buyers and sellers enable merchants to concentrate on sales without needing particular payment acceptance capabilities. They also have the option to sell on the spot and receive cash for their items.

Concentration 98

Concentration Sales Accounting eCommerce 98

PYMNTS

MARCH 13, 2018

The IFIAR found accounting lapses in about 40 percent of the 918 audits of public companies inspected in 2017. The inspections targeted businesses with complex accounting needs or those with risky situations, like merger and acquisition activity. Among those failures: Carillion , the now-defunct U.K. In the U.K.

Auditing 44

Auditing Accounting Concentration B2B 44

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Concentration 75

Concentration Analyzing Data Tax Planning Leverage 75

Global Finance

JULY 26, 2024

Embedded finance features include global payments, virtual accounts (VAs), and account management. FAB wins for the Best Virtual Accounts Solution for Corporates.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111