Generation CFO

DECEMBER 20, 2021

I recently spent a very enjoyable hour discussing financial workforce planning with Mark White of MHR. I did not fully appreciate how workforce planning has developed over the years, the huge difference between private and public sector, the GDPR conundrum nor the potential number of drivers that can be used in a salary plan.

Planning 131

Planning Benchmarking Budgeting Concentration 131

CFO Share

JANUARY 26, 2024

By selecting 5-8 KPIs, your force the business to concentrate activity around those key accomplishments. Consider industry benchmarks or standards to ensure alignment. Here’s a 6 step process for how to select KPIs suitable for your small business: Create a Comprehensive Business Plan. Gourmet restaurants focus on Avg.

Foreign Exchange 52

Foreign Exchange Concentration Benchmarking Prioritization 52

Future CFO

AUGUST 14, 2023

The advisory firm noted that it surveyed 249 senior enterprise risk executives in May 2023 to provide leaders with a benchmarked view of 20 emerging risks for enterprises. Flawed financial planning assumptions.

Concentration 52

Concentration Benchmarking Auditing Leadership 52

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Future CFO

AUGUST 18, 2023

This allows the organisation’s core finance and accounting (F&A) operations to concentrate on more strategic work, such as financial analysis and planning. "We But building a shared services function requires careful consideration from the CFO and finance team leaders.

Finance 52

Finance Communication Accounts Payable Invoicing 52

VCFO

MARCH 30, 2023

A good place to start is benchmarking yourself against your competition. If a company’s offerings are so niched or concentrated, what happens if demand shifts suddenly or consistently over time for that offering or set of offerings? Anyone with thoughts of selling their business within five years would be wise to get to work now.

Valuation 89

Valuation SAP Concentration Benchmarking 89