Fpanda Club

MARCH 1, 2021

Benchmarking is an extremely powerful tool, but unfortunately, this kind of data, accumulated by consulting firms and professional associations conducting surveys and research on various adjacent topics, is not easily available or is highly fragmented. Sources: 1. APQC, AFP Next level of FP&A study, 2019 2.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Benchmarking Value-Added Analysis Budgeting 130

CFO Leadership

APRIL 10, 2023

For companies asking employees to travel, a duty of care applies to practices, policies, business decisions, and even the healthcare that employers extend to employees in their working environment and outside the office.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

FEBRUARY 2, 2022

What happens when wealth transfers, we transfer not just the assets, but we also transfer the communication practices. He realized, and the research showed, that 60% of the breakdown, so 60% of that 70%, was trust and communication. Again, as you frame the trust and communication dynamics, right? Author: Michael Kitces.

Communication 130

Communication Planning Education Numbers 130

Onplan

NOVEMBER 30, 2022

Instead of reaching out to your marketing, sales, and other departments for data inputs, and spreading your communication across various channels and sources, you can reach instant and total alignment. Benchmarking and KPI tracking across the organization to stay on course. Ad hoc reporting and visualization. Final thoughts on OnPlan.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

SEPTEMBER 19, 2023

You’re in a really tricky position for funding new investments, for funding, you know, retirement benefits, healthcare benefits, the like. Interestingly enough, there’s only, you know, a handful of validators actually benchmark themselves to real returns. So you may see portfolios change as a result of, of benchmarking.

Investments 56

Investments Math Risk Management Benchmarking 56

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52