E78 Partners

SEPTEMBER 14, 2023

To guarantee they remain on the right course, having a solid plan and budget in place is paramount for ensuring success. Business Planning and Budgeting (BP&B) is a strategic, operational, and financial management process that organizations use to plan, allocate resources, and manage their business performance effectively.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

AUGUST 17, 2023

Financial reporting dashboards can be used by various departments within an organization, including finance, operations, sales, marketing, and executive leadership. The choice of tool depends on factors such as the organization's size, industry, budget, and specific reporting requirements.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

CFO News Room

NOVEMBER 14, 2022

Prior to founding Journey, Penny ran a consulting and coaching firm called Thrivos Consulting, and prior to that worked in various leadership positions across the financial services industry. They also serve as a benchmark for whether team members are succeeding in their roles on an ongoing basis. How would you prioritize them?

Practice Management 130

Practice Management Planning Leadership Communication 130

Barry Ritholtz

FEBRUARY 21, 2023

BUCKLEY: I think it’s one huge lesson for us, and it’s brought out in our leadership team. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. You’d hope for information ratio, but you have a bigger risk budget or standard deviation.

Leadership 107

Leadership Investments Profit and Loss Technology 107

Barry Ritholtz

NOVEMBER 14, 2023

I had been watching PGIM, I had been watching their reputation and their brand grow exponentially under David Hunt’s leadership. CEOs have to manage people, they have to manage budgets. And I often need to change my leadership style. I was really excited about it. And I sat on both of their boards for years.

Math 52

Math Leadership Investments Entertainment 52

Barry Ritholtz

OCTOBER 3, 2023

So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. 00:20:43 [Speaker Changed] So prior to that, have you had any management experience or leadership experience that’s a big raucous floor, and I would imagine that desk was, was a handful to deal with. I can’t make money.

Marketing 107

Marketing Treasury Banking Profit and Loss 107