CFO News Room

NOVEMBER 2, 2022

You’ll notice that I didn’t say anything about banning books or censoring what teachers are talking about in the classroom. We think that is a strategy that is being used to try to divide and distract parents at a time when parents are feeling really stressed and anxious. That’s really not what parents care about.

Education 130

Education Economics Securities Investments 130

Barry Ritholtz

OCTOBER 5, 2023

I got a copy earlier after signing an NDA that I would not disclose anything about it until after the publication date, which was Tuesday, October 3rd. I wanted to tap into that vein of outrage so I could ask Lewis uninformed and angry questions (even when I knew the answer). I watched the 60 Minutes interview Sunday night (Oct.

Entertainment 142

Entertainment Manufacturing Planning 142

Musings on Markets

JANUARY 11, 2024

In 1984, I moved on to the University of California at Berkeley, as a visiting lecturer, teaching anything that needed to be taught. In 1986, I joined New York University's business school as an assistant professor, and asked to teach Security Analysis, a class made legendary by Ben Graham, who taught it at Columbia University in the 1950s.

Corporate Finance 128

Corporate Finance Valuation Finance Investments 128

CFO News Room

NOVEMBER 22, 2022

My guest today has studied incivility for two decades and a few months ago, HBR asked her to look into these questions. She’s here today to talk about what she found and give us some advice on how organizations and individuals should deal with unruly customers. I mean, can’t keep asking you questions without just commenting on that.

Healthcare 100

Healthcare Education Concentration Planning 100

Barry Ritholtz

APRIL 4, 2024

To help us unpack all of this and what it means for your money. Tell us why. Tell us about that. They didn’t do anything other than they felt better. No one asks in. That that’s the question you’ll be asked in fixed income and equities. The ask question is. It impacts psychology.

Construction 61

Construction Treasury Marketing Leverage 61

CFO News Room

JANUARY 31, 2023

The US treasury market, considered by some still as a safe haven, was anything but safe or a haven, especially at the long maturities, as long term rates soared, with inflation (not the Fed) being the key driver. Since inflation was 6.42% in 2022, the real return on a US 10-year treasury bond was -22.79%.

Marketing 130

Marketing Treasury Banking Corporate Finance 130

CFO News Room

FEBRUARY 2, 2022

And for most advisors that takes us down a road of tax planning and lots of different types of trusts and family limited partnerships and GRATs and IDGTs and all the different strategies that are out there, or at least as long as Congress lets us keep playing those games. And so Roy said, “Let’s ask the audience.”

Communication 130

Communication Planning Education Numbers 130

CFO Simplified

MARCH 27, 2022

More than anything, the last two years have taught us that it’s not always possible to ‘expect the unexpected.’ Contingency planning is all about asking the “what if?” This, however, does not necessarily mean that strategic planning is off the table. What is Contingency Planning? What expenses will be cut in that case?

CFO 98

CFO Planning Risk Management Prioritization 98

Adam Kae

NOVEMBER 24, 2021

Basically, anything money-related falls under the jurisdiction of a CFO, and they have the power to delegate jobs to other employees if needed. However, “anything money-related” is quite broad, especially if we’re talking about businesses, so let’s narrow this down and pick it apart. Follow Us: Instagram.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

NOVEMBER 5, 2020

They’re what bind all of us together because everyone likes and can understand a good story. When we were kids and our parents had to calm us down after a long day or when going to bed, they would read us stories. Imagine replacing “stories” with “numbers” in these lines. Does it make sense?

Communication 78

Communication Pharmaceutical Manufacturing Cost Analysis 78

PYMNTS

JUNE 19, 2020

This group of us will go, and we will be the first ones out there — we’ll be the pioneers,” he said. “If If we can show it’s safe, and if we can be entertained with confidence and have a little bit of style while doing it, Group Two will follow us. he asked. “I Cowie asked. “So,

Entertainment 114

Entertainment Planning Economics 114

CFO Simplified

MAY 15, 2022

At CFO Simplified, President Larry Chester is frequently asked one question by his clients and prospects: “How do you know when it’s time to hire a CFO?”. You need to analyze what your business is doing from a cash-in and a cash-out point of view… [Identify] whether you have enough money to grow your business and do anything with it.”.

CFO 97

CFO Strategic Planning Business Analytics Manufacturing 97

Simply Treasury

JUNE 15, 2020

It is quite legitimate to ask the question: "After such a huge financial crisis, what will become my treasury department?" In all magazines or newspapers, journalists get us drunk with this post-containment story. But isn't it true that this flexibility allows us to adjust and make a difference? Back to the office.

Treasury 130

Treasury Cash Flow Forecasting Forecasting Auditing 130

The Charity CFO

JULY 10, 2022

And that brings us to the Executive Committee. So they handle anything that directly influences the organization’s ability to fulfill its mission. . The third committee in the model handles anything intended for people outside of the organization. As humans, we naturally gravitate toward others who are like us.

Nonprofit 97

Nonprofit Auditing Communication Risk Management 97

PYMNTS

DECEMBER 28, 2020

More than 90 percent of consumers will ask for one — and of that 90+ percent, roughly 80 percent will pick an instant payment if offered the option. The digital era of commerce has habituated us to this option, he said, using Amazon as an example. That has not always been the case. An Evolving Landscape .

Treasury 121

Treasury Banking Numbers Accounting 121

CFO Simplified

DECEMBER 10, 2021

Ask yourself this question: Is your business’ financial performance what you think it should be? If the past two years have taught us anything, it’s that an integral part of the plan should be a backup plan – or two. But more importantly, the team is not working together in moving towards the goal.

Planning 52

Planning Strategic Planning Prioritization Economics 52

Beacon CFO Plus

NOVEMBER 24, 2021

We have a couple of pointers to make sure your data remains meaningful and useful when making financial decisions for your company. If the last two years have taught us anything, it’s that change should be expected. What’s a CPI, you ask? Regularly evaluate your organization’s KPIs. Be actionable. Be measurable.

Compliance 52

Compliance Investments Numbers Accounting 52

PYMNTS

OCTOBER 8, 2020

50-Somethings Often Ask: ‘Will I Have Enough Money To Retire? But there’s one question clients ask more than anything else: “'Will I have enough?’ We aren't out there saying, ‘hey, come to us and we'll build you a financial plan,’” End said. But End said the company’s consultative process looks at other issues, too.

Planning 90

Planning Healthcare Securities Investments 90

CFO Talks

DECEMBER 8, 2022

A recent Deloitte survey of US CFOs listed: driving digital automation as the most common step taken by CFOs to streamline work. CFOs are increasingly asked to play a strategic business role, which requires a more developed skill set. . “I Here are three of the most common. . Keeping up to date with what tech can and can’t do.

CFO 52

CFO Communication Leadership Numbers 52

CFO Thought Leader

MAY 9, 2023

” –Bobby Leibrock, CFO, Red Hat CFOTL: Tell us about Red Hat … what does this company do, and what are its offerings today? Anyone can send any senior leader an opinion about anything without any consequence—and they do so regularly. We have that start-up mentality, that flare, that open organization.

CFO 59

CFO Leadership Finance Securities 59

Barry Ritholtz

SEPTEMBER 28, 2023

This is why asking people what they will do, think, or feel in the future, or how they might behave is a nearly impossible task. Total US death count: 10 or 20 million. People are unaware of what they believe, they have no idea what is going to happen in the future. A tiny infrastructure build was also included.

Entertainment 119

Entertainment Healthcare Sales Retail 119

CFO Thought Leader

JULY 12, 2023

When David Parsons tells us that he remains concerned about the whereabouts of his 20-something-year-old self, we realize that our talk with Zuto’s CFO is going to be different from most of those that we undertake with today’s finance leaders.

CFO 52

CFO Finance Corporate Finance Valuation 52

CFO News Room

DECEMBER 18, 2022

Our work led us to examine how certain character strengths and virtues — which we define as “positive human qualities” — can lay the groundwork for becoming an effective ally. What tone should I use? In a fraught context such as allyship, how can you sustainably and systematically develop into a strong and effective ally?

Construction 130

Construction Problem Solving Education Management Consulting 130

Barry Ritholtz

FEBRUARY 21, 2024

We’re co-conspirators in self-deception and this prevents us from having accurate self-knowledge. To help us unpack all of this and what it means for your portfolio, let’s bring in Professor David Dunning of the University of Michigan. Let’s just ask a simple question. It doesn’t tell us.

Math 57

Math Economics Planning Education 57

Barry Ritholtz

FEBRUARY 21, 2023

And certainly for us, that has been a time to show up and answer the bell for our clients. My father said to me at that time, save lives or help people live better lives, anything else and you’re wasting your time. And you know, I asked a ton of questions. We had a wonderful opportunity in front of us. BUCKLEY: No.

Leadership 108

Leadership Investments Profit and Loss Technology 108

CFO Talks

NOVEMBER 21, 2022

Anders is based in Denmark, and he graciously gave us some of his time earlier this week. Anders, for listeners who aren’t familiar, can you tell us a bit more about your journey, your advocacy and the work that you do around getting financial professionals to take financial planning and analysis more seriously.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

DECEMBER 8, 2022

A member of her team, Angel, often stalled on doing the work, feigning confusion and asking the same questions about tasks over and over again: “What exactly is your vision? Gaslighting further warps our sense of reality and can make us indecisive. Is this even necessary? She had a feeling that Angel was also smearing her reputation.

Leadership 130

Leadership Communication Accounting Planning 130

PYMNTS

FEBRUARY 1, 2021

If at that time, someone would have asked Citi Managing Director and Global Head of Domestic Payments and Receivables Anupam Sinha how long it would take for corporate treasury organizations to fully embrace digital , he said his answer would likely have been something along the lines of, “Don’t hold your breath.”.

B2B 94

B2B Treasury Accounts Payable Cash Management 94

Barry Ritholtz

SEPTEMBER 7, 2022

RITHOLTZ: Thanks so much for joining us. I have so many things to ask you about, but I have to start out with you were at IBM pretty much in its heyday. Tell us what that experience was like. What else — and I don’t know if I left anything out, futures. Lynn Martin, welcome to Bloomberg. MARTIN: It was great.

Communication 119

Communication Marketing Math Technology 119

Barry Ritholtz

SEPTEMBER 19, 2023

She can go anywhere, do anything. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. It doesn’t, but my parents told me, college is the last time you can study an R dime, anything you would like. So people really ask you, you take French and can you do math.

Investments 57

Investments Math Risk Management Benchmarking 57

PYMNTS

AUGUST 7, 2019

The company said it found bugs that may have shared user information with advertisers even when users asked it not to do so. “If with trusted measurement and advertising partners, even if you didn’t give us permission to do so,” the company said in a post explaining the issues. “If What is there for you to do?

Advertising 49

Advertising Accounting Securities 49

Barry Ritholtz

JULY 11, 2023

I actually think that what influences it more than anything now is the tech culture that’s going on on the West Coast. The requirements for asset managers to have a bank were such that it would inhibit us a bit. Tell us the thinking behind acquiring Putnam. I got to ask you about one last acquisition.

Mergers and Acquisitions (M&A) 86

Mergers and Acquisitions (M&A) Investments Finance Technology 86

CFO News Room

NOVEMBER 1, 2022

CURT NICKISCH: Can I maybe have you briefly start by telling us about that title? It’s unlike anything else I’ve ever experienced at work. And the question that I asked myself, Curt, was, “Has Beth done anything to demonstrate that she is not trustworthy?” Welcome, Tina. TINA OPIE: Thank you so much for having me, Curt.

Leadership 100

Leadership Construction Budgeting Planning 100

Focus CFO

DECEMBER 6, 2021

But when you want to sell your business the first thing a potential buyer or Investment Banker will ask for is your most current financial statements. Anything can be sold; the question is at what price? You’ll be asked to provide financial statements for the most current period and likely the last 3 years. Download PDF.

Numbers 52

Numbers GAAP IFRS CFO 52

PYMNTS

JULY 3, 2020

It’s the end of the work week, and the PYMNTS Weekender is here to make sure you didn’t miss anything with the latest in payments and commerce news. US Senate Committee Weighs Pros And Cons Of Digital Dollar. Sherrod Brown (D-Ohio) asked “Why on earth would we trust big tech with our banking system?” is up for sale.

Sales 99

Sales Banking B2B Currencies 99

PYMNTS

AUGUST 14, 2020

It’s the end of the work week, and the PYMNTS Weekender is here to make sure you didn’t miss anything with the latest in payments and commerce news. The Clearing House On The Race for Real-Time Payments In The US. What Overcoming Inertia Tells Us About The Future of Physical Retail.

SAP 64

SAP Entertainment eCommerce B2B 64

Future CFO

NOVEMBER 29, 2020

They’re what bind all of us together because everyone likes and can understand a good story. When we were kids and our parents had to calm us down after a long day or when going to bed, they would read us stories. Imagine replacing “stories” with “numbers” in these lines. Does it make sense?

Communication 40

Communication Pharmaceutical Manufacturing Cost Analysis 40