The Finance Weekly

FEBRUARY 22, 2023

This includes raising capital, managing cash flow, accurately accounting for business activity, and forecasting future performance. However, they usually lack a strong financial background, and it's essential to have effective finance and accounting support for a business to thrive.

Startups 52

Startups Finance CFO Forecasting 52

VCFO

NOVEMBER 4, 2022

What’s critical to understand today is that the intensity of the environmental factors we now face is going to be matched by a similarly intense and concentrated period of businesses changing positions along this continuum – some for the better, and some for the worse. With cash, the time to liquidity is instant.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

PYMNTS

AUGUST 3, 2016

Ninety percent of the $10 trillion “push” payments market opportunity is concentrated in a variety of disbursements made between businesses and consumers that today rely on cash, checks and ACH to move money between those parties. Cecelia Frew, SVP of Visa Direct U.S.

Planning 50

Planning Concentration Healthcare Accounting 50

CFO Share

APRIL 11, 2024

But many fear remote bookkeeping exposes them to security risks – hackers, fraudsters, and embezzlement – especially if the virtual bookkeeping solutions use employees in foreign countries. Bookkeeping security risks are always a valid concern, especially since internal staff perpetrate 57% of small business fraud.

Securities 52

Securities CFO Education Auditing 52

PYMNTS

AUGUST 9, 2019

FinTech investments targeting B2B and corporate services spanned the globe, with particular concentration this past week in SMB lending across India and Europe. Based in Florida, the company is a FinTech payment as a service provider and offers services across a B2B focused hub, spanning accounts payable and receivables. Cybereason.

B2B 46

B2B Accounts Payable Concentration Leverage 46

CFO Simplified

APRIL 15, 2022

How many customers account for 80% of your sales? But it also provides additional security for the company. Customer concentration had become an ever-bigger problem as borrowing increased. Significant Findings and Recommendations: Reduce Customer Concentration. Bring Value through CFO Insights. Rank your customer base.

Concentration 52

Concentration Profit and Loss Sales B2C 52

CFO News Room

NOVEMBER 11, 2022

More appropriately called the concentrated market power of global finance and the multinational corporate structures that dominate the market under the auspices of the hands-off model. And more specifically vulnerabilities linked to the concentrated structure of global production. And that needs to be exploited.

Economics 100

Economics Concentration Investments Finance 100

Future CFO

MARCH 7, 2021

It’s important to learn from different industries and leverage each other’s best practices to create a more diverse and inclusive business environment. Wang: The conversation around gender parity in the finance and accounting is often centred around hiring women in senior roles, such as the CFO.

Finance 52

Finance SAP Leadership CFO 52

PYMNTS

DECEMBER 21, 2016

As consumers have become more comfortable to pass credit card information online in a secure way, there’s a growing number of people that use mobile devices not just for communicating but now for transacting, so the timing was right for something like this to operate and grow. JK: We did that a couple different ways.

Leverage 46

Leverage Advertising Concentration Numbers 46

PYMNTS

JUNE 27, 2016

After you take into account both who has adopted the service, and how often people who have adopted it use it, the numbers have barely moved over 20 months: roughly speaking, only one person in 20 who have the service use it when they can, 19 out of 20 people who have the service don’t even bother. Solving The Wrong Problem.

Numbers 66

Numbers Concentration Technology Retail 66

CFO News Room

NOVEMBER 28, 2022

Along with designing a client’s asset allocation , optimizing asset location is another way advisors can add value as putting different investments in taxable versus tax-deferred accounts can have a significant impact on after-tax returns. leveraging trusts when appropriate, and selecting the optimal assets for charitable giving.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). The first of these questions asks clients to dream about their future and freedom, brainstorming how they would live their life if they were financially secure.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

DECEMBER 20, 2017

The Cole Memo , issued in 2013 by the Department of Justice, lays out the guidelines under which financial institutions can offer compliant financial services (like bank accounts) to businesses operating dispensaries in states where it is legal to sell medicinal and/or recreational marijuana. The Power Of Transparency.

Concentration 47

Concentration Accounting Banking Currencies 47

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.”

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

DECEMBER 6, 2022

And we were very lucky because we were able to secure this ticker, RATE, which is definitely a very young product. So if it’s, for example, a strategy tracking a Nasdaq Index, or an S&P, or a MSCI, typically, you leverage an index that is already available through the index providers. RITHOLTZ: Yeah.

Investments 60

Investments Marketing Numbers Risk Management 60

CFO News Room

FEBRUARY 5, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Marketing 130

Marketing Investments Auditing Restructuring 130

PYMNTS

OCTOBER 16, 2017

Innovators also find new use cases for these new currencies, including Initial Coin Offerings (ICOs), to raise money to fund innovation outside of the realm of existing securities regulation. Bitcoin’s core principle of anonymity is anathema to operating a safe and secure global financial system. At least I hope so.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Musings on Markets

FEBRUARY 4, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Investments 100

Investments Valuation Auditing Restructuring 100

CFO News Room

DECEMBER 20, 2022

And of course, I was well known, and I think they had a lot of anxiety about security and other things. I mean, he actually expected a lot of me, in a very loving, respectful way, but he was teaching me kind of the power of concentration and focus. They were fairly strict, not in any kind of harsh way, but fairly helicoptering way.

Leadership 100

Leadership Problem Solving Entertainment Concentration 100

PYMNTS

OCTOBER 1, 2018

Bitcoin’s processing operation is highly concentrated within a handful of miners in China — which is getting more concentrated now, since the price of bitcoin has crashed and fewer players can afford to keep the lights on (literally, since bitcoin processing requires a massive amount of electricity). The Talk Of The Blockchain Tech.

Currencies 85

Currencies Concentration Financial Systems Leverage 85

Barry Ritholtz

APRIL 4, 2023

In their case, it was called Chase Securities, it’s now JPMorgan Securities. KENCEL: — and the ability of banks to consolidate and form their own investment banking and their own securities businesses led banks to effectively was a higher margin business, right? KENCEL: So, now, leverage is lower.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56

CFO News Room

NOVEMBER 27, 2022

It is not just about changing the capacity of the missiles; it’s about changing the concept of national security … If China attacks Taiwan, it will threaten the lives of the Japanese. In 2021, that was $523 billion worth of sales, which accounted for nearly 40 percent of South Korea’s semiconductor exports. trillion ($23.67

Manufacturing 100

Manufacturing Economics Investments Securities 100

PYMNTS

NOVEMBER 20, 2018

Consumers will often be willing to trade some privacy for more utility,” Sondhi said, noting that this trade is predicated on the consumer believing their data is still being kept secure, and on seeing a tangible value in the exchange. Markets like Australia, which has a highly concentrated banking and retail system, make ignition easier.

Banking 75

Banking Concentration Marketing Communication 75

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. Sellers began vigorously competing on price and merchandising. Apps as commerce gateways have stalled too.

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. Sellers began vigorously competing on price and merchandising. Apps as commerce gateways have stalled too.

Sales 44

Sales Retail Advertising Leverage 44

Barry Ritholtz

JULY 31, 2023

I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. And so look, ultimately, like I did an accounting of this recently for Semafor and the bill comes to something like $62 billion out the door of which less than a third is designed to be repaid. RITHOLTZ: Right.

Treasury 52

Treasury Economics Retail Entertainment 52

CFO News Room

NOVEMBER 5, 2022

Pundits continue to expect “SECURE 2.0” Among other restrictions in the proposal, only one broker would be permitted to work at each RSL, the broker would not be allowed to meet with clients or handle securities or funds at the location, and the broker would be required to use the parent firm’s electronic communication system.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

Barry Ritholtz

DECEMBER 26, 2023

He is Chief Equity technical strategist at B of A Securities, and he’s a double threat. And I think you will also, with no further ado, my conversation with B of A Securities, Steven Sutt Meyer. Accounting was very difficult. I don’t think I’m allowed to do that at, at b of a security. Maybe even more.

Marketing 60

Marketing Leadership Finance Investments 60

CFO News Room

JANUARY 17, 2023

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. Security State is leveraging the threat to ban TikTok from the U.S.

Concentration 130

Concentration Economics Manufacturing Numbers 130