CFA Institute

AUGUST 9, 2019

The next crash may unearth accounting scandals to rival those of Enron and WorldCom, says Sebastien Canderle.

Accounting 52

Accounting Investments Performance Measuring Accounting Standards 52

CFA Institute

MARCH 5, 2021

You can find significant alpha in the mechanics that drive GAAP accounting.

GAAP 52

GAAP Accounting Performance Measuring Accounting Standards 52

The Charity CFO

DECEMBER 30, 2024

He earned a Certificate for Performance Measurement for Management of NPOs from Harvard University Kennedy School of Government and a Certificate for Strategic Perspectives in Non-Profit Management from Harvard Business School. About The Charity CFO We are an accounting partner that truly understands nonprofits.

Nonprofit 52

Nonprofit Leadership Performance Measuring CFO 52

CFA Institute

MAY 16, 2023

He is a fellow of the Institute of Chartered Accountants in England and Wales and holds an MBA from The Wharton School. He is the author of several books, including The Debt Trap and The Good, the Bad and the Ugly of Private Equity. Canderle also lectures on alternative investments at business schools.

Investments 52

Investments Accounting Performance Measuring Economics 52

CFA Institute

DECEMBER 29, 2020

The explanatory power of the financial information reported to investors for market valuation has plummeted in recent decades.

Financial Reporting 52

Financial Reporting Accounting Valuation Marketing 52

CFA Institute

DECEMBER 15, 2023

Schumacher holds an undergraduate degree from Colorado State University with majors in both finance and accounting. He manages globally diversified investment portfolios for families and select institutions. He holds an MBA. from the Boston College Carroll Graduate School of Management. Schumacher is a chartered financial analyst (CFA).

Nonprofit 52

Nonprofit Financial Analyst Investments Finance 52

Future CFO

NOVEMBER 27, 2023

The review assessed disclosures made by a sample of interim financial statements of ten companies against the requirements of the accounting standard in their first year of application, the accounting body said. Avoiding boilerplate language while accounting policies should be specific to the company and its business.

IFRS 52

IFRS Accounting Standards Performance Measuring Reconciliations 52

CFO Network

SEPTEMBER 13, 2021

With accounting and financial services benchmark reporting strategies, you can increase customer satisfaction, customer retention, and ultimately profits. Competitor research tends to focus solely on performance measures but benchmarking looks at the bigger picture and focuses on best practices.

Benchmarking 78

Benchmarking Performance Measuring Technology Accounting 78

Centage

SEPTEMBER 11, 2023

Improving Accountability Fostering accountability within your organization is another big advantage budget vs actuals analysis gives you. Learning from past variances and adjusting your budgets and strategies accordingly gives you the insight to consistently improve your company’s financial performance.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

CFA Institute

MARCH 1, 2024

He is a fellow of the Institute of Chartered Accountants in England and Wales and holds an MBA from The Wharton School. He is the author of several books, including The Debt Trap and The Good, the Bad and the Ugly of Private Equity. Canderle also lectures on alternative investments at business schools.

Investments 52

Investments Accounting Performance Measuring Risk Management 52

CFA Institute

JUNE 2, 2021

Cost of capital is a tenuous concept. Charlie Munger amusingly calls it a “perfectly amazing mental malfunction.”.

Accounting 52

Accounting Performance Measuring GAAP Accounting Standards 52

CFA Institute

MARCH 4, 2024

He is a CFA charterholder and a qualified accountant and auditor in Italy, has a master's in international finance from the Collegio Borromeo and the University of Pavia and a cum laude degree in economics from the University La Sapienza of Rome.

Valuation 52

Valuation Economics Investments Retail 52

CFO Thought Leader

SEPTEMBER 4, 2023

This episode our cohost Brett Knowles suggests that every professional within an organization should have their own “golden KR” or key result that they are held accountable for. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately.

Performance Measuring 52

Performance Measuring CFO Planning Leadership 52

Beacon CFO Plus

OCTOBER 11, 2022

The substantive issue behind this challenge is how to effectively measure performance in an environment that does not lend itself to hard and fast metrics. The fact is that no performance measurement will be perfect across every section of an organization. Customer: Customer satisfaction, account share.

Performance Measuring 52

Performance Measuring Manufacturing Economics Communication 52

CFO Thought Leader

SEPTEMBER 29, 2023

OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics.

Finance 52

Finance Performance Measuring CFO Leadership 52

CFO Thought Leader

OCTOBER 29, 2023

OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics.

Planning 52

Planning CFO Performance Measuring Leadership 52

Future CFO

AUGUST 7, 2024

CFOs are often asked to oversee additional functions on top of traditional finance and accounting." Ho believes CFOs are uniquely placed to partner HRDs to plan these structures or even lead the transformation given their intimate knowledge of strategic direction and available finances, critical roles and performance measures.

Data Analysis 98

Data Analysis CFO Budgeting Performance Measuring 98

Future CFO

FEBRUARY 16, 2022

83% of respondents said they would like mandatory reporting of ESG performance measures against global standards. There is real impetus now behind sustainability reporting mandates, crucial to a board’s accountability,” Hobbs observed. That figure jumps to 68% of board chairs and non-executive board directors.

Performance Measuring 52

Performance Measuring Risk Management Leadership Economics 52

PYMNTS

FEBRUARY 5, 2020

For the companies that pay these workers, sometimes globally and across currencies, managing accounts payable (AP) processes is quickly becoming a complex endeavor. When every invoice is fully accounted for within a firm, he explained, financial professionals gain insight into the real sources of revenue — as measured against costs.

Invoicing 61

Invoicing Accounts Payable Foreign Exchange Currencies 61

Future CFO

JULY 3, 2024

These standards bring together the financial performance measures that capital markets have traditionally relied on and the sustainability-related financial information that complements them. They will act as a global baseline for providing, a more holistic picture of corporate performance.

Finance 59

Finance IFRS Quantitative Data Communication 59

CFO Talks

MARCH 20, 2024

The modern CFO: Guardian, Change-maker, Manager, Planner To help new accountants get ready for a CFO role at large companies, the Institute of Chartered Accountants of Ontario (ICAO) and Queen’s University conducted extensive research on the roles of the CFO. Strategist (Planner) , plotting the company’s financial future.

CFO 52

CFO Compliance Performance Measuring Education 52

Spreadym

SEPTEMBER 19, 2023

Performance Measurement Budget: Budgets are primarily used to measure actual performance against planned performance. Forecast: Forecasts are not used for performance measurement in the same way as budgets.

Forecasting 59

Forecasting Budgeting Cash Flow Forecasting Benchmarking 59

CFO Talks

MARCH 20, 2024

Think of a Controller as the head of getting day-to-day money matters right, like making sure every penny is accounted for and reports are spot-on. Accounting Responsibilities: Both the CFO and Controller collaborate on overseeing the annual audit, ensuring thoroughness and compliance. The CFO, however, looks at the bigger picture.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

CFO Talks

MARCH 14, 2024

Link Performance Measures to Strategy: Aligning performance metrics with the company’s strategic goals is vital. The CFO should review and adjust the existing measurement systems to ensure they are driving the desired behaviors and outcomes.

CFO 40

CFO Performance Measuring Benchmarking Restructuring 40

CFA Institute

JUNE 12, 2023

Gaurang Trivedi, CFA, is an independent investment and management professional providing advisory services in forensic analysis, equity research, private capital, corporate finance, and business development.

Economics 52

Economics Corporate Finance Auditing Finance 52

PYMNTS

MAY 7, 2020

Performance monitoring attempts to identify and solve issues that might affect customers’ experiences with apps, such as intuitiveness, functionality or features that do not work as intended. The second major performance measurement area is engagement, which measures how many users are accessing and using apps developed via a given API.

Banking 60

Banking Performance Measuring B2B Numbers 60

PYMNTS

DECEMBER 2, 2016

The outside-looking-in approach involves randomly taking credit files for 15 million consumers from the databases of the national credit reporting companies (CRCs — Equifax, Experian and TransUnion) in order to test how its own models stack up, performance-wise.

Performance Measuring 52

Performance Measuring Accounting Economics Credit Risk 52

CFO Share

AUGUST 8, 2023

Customer Lifetime Value (CLTV): Represents the total revenue a business can expect from a single customer account. Manufacturing Utilization Rate: This KPI measures the percentage of actual manufacturing time used out of the available production time.

Performance Measuring 52

Performance Measuring Manufacturing CFO Financial Analysis 52

Planful

DECEMBER 8, 2015

Integrate revenue plans and performance measures with sales, operational, and accounting systems. To enable growth, finance must do the following: Streamline deal closure and delivery execution. Elevate the customer experience in billings and collections. Accelerate cash collection and revenue recognition.

Finance 40

Finance Performance Measuring Budgeting Cost Management 40

CFA Institute

OCTOBER 31, 2021

Risks can be known in advance. You just need to be curious enough.

Performance Measuring 98

Performance Measuring Risk Analysis Risk Management Economics 98

PYMNTS

AUGUST 3, 2016

In recognition of our ten-year anniversary , this paper highlights our most recent validation results and also presents insights gleaned from a decade of credit score model performance.”. It’s also able to measure various characteristic trends, risk and population volumes in order to determine true performance measures.

Performance Measuring 40

Performance Measuring Economics Accounting 40

Spreadym

JUNE 27, 2023

Performance Measurement: Financial Planning and Analysis establishes performance metrics and key performance indicators (KPIs) to monitor and evaluate the organization's financial performance against set targets. FP&A identifies areas for cost savings, process improvements, and resource reallocation.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

CFA Institute

JANUARY 11, 2019

Intangible assets are increasingly critical to corporate value, and new valuation methods need to be deployed to accurately calculate their worth.

Valuation 70

Valuation Performance Measuring Financial Analysis Economics 70

Michigan CFO

JULY 8, 2022

But a bookkeeper, accountant, or controller is not a CFO. A CFO can create financial reports that simplify the bookkeeper or accountant numbers into informative metrics that a business owner can act upon. This may mean different sales models or tactics, different performance measurements, or different forecasting techniques.

CFO 40

CFO Forecasting Accounting Planning 40

CFA Institute

MAY 18, 2020

Could the predictive models have anticipated NMC’s earnings manipulation and bankruptcy risk?

Performance Measuring 52

Performance Measuring Accounting Standards Risk Management Economics 52

CFA Institute

APRIL 5, 2021

GAAP sometimes misrepresents business reality. We can use that fact to generate some alpha.

GAAP 52

GAAP Performance Measuring Accounting Standards Economics 52

CFA Institute

MAY 19, 2021

A key lesson from the "Enron of Germany": If you see something, say something.

Performance Measuring 52

Performance Measuring Accounting Standards Communication Leadership 52