CFO Thought Leader

OCTOBER 1, 2023

“Never waste a good crisis: Having that IPO door slammed became a pivotal moment in our future success,” comments Leet, who tells us that ExactTarget then turned to private investors for funding, which allowed the company to generously invest in the business at a time when many firms were curtailing their spending. billion deal in 2013.

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CFO Leadership Finance Leverage 52

Jedox Finance

OCTOBER 13, 2021

In a recent post “Behold the Emergence of CFO 4.0” ” , we explored the emergence of CFO 4.0 and outlined five key changes for CFOs and their finance teams to make to get into the future. That means the CFO must be the first person to change her mindset for change to truly take place across the finance function.

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CFO Problem Solving Finance Benchmarking 98

Adam Kae

JULY 17, 2023

A Fractional CFO can help you discover how to develop accurate and detailed budgets, align them with your agency's goals, and effectively forecast revenue and expenses. Capital Investment and Financing Options Scaling a digital marketing agency sometimes requires capital investments. We meet virtually. Check it out here.

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CFO Marketing Cash Flow Forecasting Budgeting 52

VCFO

MAY 17, 2024

Evaluation of 154 core data points across six dimensions and in-depth dialogue between you and a CFO steeped in all aspects of business optimization and strategic planning provides a holistic, insightful, and unbiased exploration of your company’s DNA. Benchmarks A v360 roadmap also benchmarks your company against peers in your industry.

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Benchmarking Leadership Strategic Planning Valuation 52

Michigan CFO

JUNE 7, 2023

In today’s ever-evolving business landscape, the role of the Chief Financial Officer (CFO) has become crucial for effective financial management and decision-making. However, not all businesses have the resources or the need for a full-time, in-house CFO. This is where virtual CFOs come into play.

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CFO Problem Solving Budgeting Communication 52

CFO News Room

NOVEMBER 4, 2022

They’ve identified three areas where organizations need to focus and invest to keep DEI momentum going: connecting a good strategy to the right accountability; collecting and analyzing the right data; and truly empowering DEI leaders. Empowering the DEI leader requires a real investment of time, money, and access.

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Investments Leadership Accounting Analyzing Data 100

Future CFO

NOVEMBER 19, 2019

China lowered its new benchmark lending rate on Wednesday, in an attempt to give a boost to the slowing economy and reduce funding costs. This wasn’t the first time that the one-year LPR was lowered—it has been lowered thrice since it became the official lending benchmark in August. The PBOC injected a net 80 billion yuan ($25.68

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Benchmarking Financial Data Economics Banking 40

The Charity CFO

MARCH 22, 2024

Investing in Data Technology Data technology, such as data management software, makes implementing and benefiting from a data strategy easier than ever. Consider working with knowledgeable data and financial teams, such as The Charity CFO, to help create your data plan. That’s where The Charity CFO comes in. Get the free guide!

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

The Finance Weekly

JANUARY 19, 2023

The CFO role traditionally has two high-level leadership archetypes: strategic and operational. An operational CFO optimizes performance by combining data from various departments with financial data. A strategic CFO focuses on creating long-term plans to achieve the company's goals. What is Operational Finance?

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Leadership CFO Benchmarking Finance 98

CFO Talks

MARCH 19, 2024

Change Management: The Modern CFO’s Blueprint The role of a Chief Financial Officer (CFO) goes way beyond just looking after the company’s money. Developing the Finance Agenda Once strategic priorities are identified, the CFO distills these insights into a clear, concise list of goals.

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CFO Communication Finance Budgeting 52

Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

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Planning Benchmarking CFO Leverage 71

CFO News Room

FEBRUARY 5, 2022

But unlike other Budget Days, benchmarks ended the day in the green, as investors cheered a growth-oriented Budget. The government’s record borrowing plans for the next financial year sent benchmark bond yields to two-and-a-half years high. By Yoosef Kp & Ruchit Purohit. After surging as much as 1,018.03

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Budgeting Marketing Benchmarking Manufacturing 130

CFO News Room

FEBRUARY 3, 2022

Federal Reserve will raise interest rates for the first time since 2018 have led investors to shift toward investments that are deemed safer, such as stocks of companies that pay regular dividends. It’s a brutal first month,” said Peter Andersen, founder of Massachusetts-based investment firm Andersen Capital Management LLC.

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Benchmarking Treasury Forecasting Banking 130

PYMNTS

OCTOBER 11, 2018

Square announced that its CFO is stepping down, which caused the company’s shares to fall in after-hours trading. Sarah isn’t just a world-class CFO. Square said it will begin a search for a new CFO led by David Viniar, its lead independent director and former Goldman Sachs CFO. 10), according to Financial Times.

CFO 57

CFO Benchmarking Investments 57

Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Planning 56

Planning Benchmarking CFO Leverage 56

Future CFO

JUNE 12, 2023

Editors’ note: Steve Vintz (pictured), CFO at Tenable — an exposure management company — shared with his professional peers what they can do when it comes to mitigating cyber risk. Steve Vintz, CFO, Tenable FutureCFO: What's the role of CFOs in mitigating cyber risk now? FutureCFO: How can CFOs quantify cyber risk?

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Risk Management CFO Benchmarking Securities 52

CFO News

DECEMBER 11, 2023

The valuation of GQG’s Adani investment has vaulted to $7 billion, validation for Jain who cut against the grain when he bought shares worth $1.9 But he and his fund managers have also bought several less flashy stocks in India that have surged over 50% this year, beating the 15% rise in the benchmark S&P BSE Sensex.

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Benchmarking Valuation Investments 52

CFO News Room

FEBRUARY 6, 2022

Foreign Portfolio Investors (FPIs) have invested in debt securities to the tune of $571.65 Brent crude oil prices have risen very sharply in January, owing to supply concerns and political tension in Eastern Europe and the Middle East. By Manish M Suvarna. million in January due to rising yields in the Indian market.

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Benchmarking Treasury Securities Budgeting 130

CFO News Room

FEBRUARY 1, 2023

Along with the latest on payroll employment, unemployment, and wage growth, we will also get the final benchmark revisions for the establishment survey (CES). Preliminary benchmark revisions suggest job growth will be even stronger over the last two years than the 11.2 million previously reported. 1980 1136 1.3% 1982 -1086 -1.2%

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Benchmarking Education Economics Investments 130

Future CFO

OCTOBER 7, 2019

Boston Consulting Group (BCG) compiled average cybersecurity spending – see Figure 1 – to reveal a lack of standard benchmark. Figure 1: Comparison of average security spending benchmarks. In reality, should there be a benchmark figure? The CFO has to stand there and say I'm a risk professional.

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Budgeting Securities Benchmarking CFO 52

VCFO

MARCH 2, 2023

Challenges Faced by Professional Services Firms (and How a Strategic CFO Can Address Them) Professional services firms are unique entities. Below, we dive into what successful professional services firms do and what an experienced CFO adds to the mix. These can be developed using competitor benchmark data for the firm.

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Strategic Planning CFO Budgeting Planning 64

CFO News Room

FEBRUARY 2, 2022

The yield on the new benchmark 10-year government securities inched up again on Tuesday, albeit marginally, to 6.85%, having risen by 15 basis points in the previous day. The benchmark has risen 40 basis points (bps) so far in 2022 on top of the 56 bps in 2021. The Centre’s gross market borrowing is estimated at Rs 10.47

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Budgeting Benchmarking Economics Finance 130

CFO News Room

FEBRUARY 4, 2022

The benchmark 10-year U.S. Expectations that the Federal Reserve will raise rates multiple times in 2022 sparked an early year bond rout that has jarred financial markets, fueling declines in stocks and other riskier investments. Government bond yields surged world-wide after a strong report on the U.S.

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Benchmarking Treasury Economics Banking 130

Future CFO

DECEMBER 26, 2019

In other words, going beyond compliance and bookkeeping to become a trusted financial and business advisor to small business clients will help any accountant step up to the role of virtual CFO. The rise of the virtual CFO The virtual CFO is a fairly new concept. Most of them are not able to afford a CFO on a full-time basis.

CFO 40

CFO Compliance Cash Flow Forecasting Benchmarking 40

Future CFO

APRIL 3, 2024

Among the most common: the sunk-cost fallacy (a reluctance to abandon a project because a lot of money has been sunk into it), anchoring (overreliance on arbitrary benchmarks), and naive diversification (the tendency to allocate equally between available options instead of weighting investments strategically).

Benchmarking 52

Benchmarking Data Analysis Leadership Finance 52

Strategic Treasurer

MAY 12, 2022

AI and ML Investments Expected to Grow, Supporting Security and Fraud Prevention. Benchmarking: Personal Best. The rest largely benchmark against companies in similar industries, while some also benchmark against those of a comparable size or complexity level. The vast majority were North American corporates (91%).

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Prioritization Compliance Securities Benchmarking 52

CFO Leadership

OCTOBER 10, 2022

Research conducted for Robert Half’s 2022 Benchmarking Report found that staff retention is significant concern for 87% of employers in the United States. Invest in a standout employee experience. The post 5 Human Capital Strategies CFOs Can Use Now to Start Building Tomorrow’s Workforce first appeared on CFO Leadership.

Leadership 105

Leadership Benchmarking CFO Communication 105

CFO News Room

FEBRUARY 3, 2022

Microsoft is a component in the big three benchmark indexes: Dow Jones Industrial Average (DJIA) , Standard and Poor’s 500 (S&P 500) , and the Nasdaq-100 index. Here are the four largest mutual funds invested in Microsoft stock. Fidelity’s FXAIX has no investment minimum, an expense ratio of.015%, Source link.

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CFO News Room

FEBRUARY 6, 2022

The prospect of tighter monetary policy has prompted investors to shift toward investments that are deemed safer. In the bond market, the benchmark 10-year U.S. Treasury yield declined to 1.903%, according to Tradeweb. On Friday it had risen to 1.930%, the highest since December 2019. Yields and prices move inversely.

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Benchmarking Valuation Treasury Marketing 130

Centage

DECEMBER 1, 2021

They’re focused less on benchmarking current performance to the predicted budget and instead want to leverage real-time data to understand what the future looks like. But times have changed – which is why financial forecasting is more important than your annual budget.

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Forecasting Budgeting Financial Planning and Analysis (FP&A) Benchmarking 98

CFO Leadership

OCTOBER 10, 2023

The latter, for example, is an offering that Bloomberg says can “ bring the full potential of AI to the financial domain ” and create entirely new workflows, economic analyses and financial benchmarks for its customers. That includes investing in people and business processes that can help your AI initiative be successful.

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The Charity CFO

JUNE 26, 2023

Is your organization receiving investment income? Regular budget reviews on a quarterly or yearly basis are essential to see if you’re hitting your expected benchmarks in both revenue and expenses. But if you need a hand or are looking for some expert advice, The Charity CFO is here to help. But the work isn’t over.

Nonprofit 52

Nonprofit Budgeting Benchmarking CFO 52

Future CFO

MAY 2, 2023

According to Gartner, success in digital investments and intended business outcomes are highly dependent on strong CFO-CIO partnerships. As a first and critical step, CFOs will need to determine the organisation’s objectives and define success for them.

Finance 52

Finance Benchmarking Leadership Communication 52

Centage

APRIL 12, 2022

Our goal is to establish benchmarks, identify trends, and support on-going development of products and services that best fulfill our customers’ needs. In addition, 74 percent of finance leaders said that investing in technology projects is a top priority that will help them achieve that revenue growth year over year. .

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

CFO News Room

JANUARY 17, 2023

And they need to mobilize their workforce and their business partners, applying corporate social responsibility policies that demonstrate acceptable returns on investment (ROI). They need to show the proof points through concrete performance metrics. Industry and Ecosystem Transformations.

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Benchmarking Planning Compliance Sales 130

Boston Startup CFO

APRIL 12, 2024

By creating sophisticated financial models tailored to your specific needs, we will help you make informed decisions, evaluate investment opportunities, and assess various scenarios, empowering you to achieve sustainable growth and maximize profitability.

Planning 40

Planning Cash Flow Forecasting Forecasting Benchmarking 40

Future CFO

MAY 9, 2023

We expect more accompanying rules to follow in China , such as specific supervisory benchmarks on capital adequacy and/or leverage requirements,” Fitch said. Uncertainties remain regarding regulators’ management of contagious effects within an FHC and potential moral hazard, the firm noted.

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Benchmarking Leverage Investments Marketing 52