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

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

Barry Ritholtz

FEBRUARY 13, 2023

So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. And because remember, Lehman had the Lehman Agg and that was the benchmark. So I think there are 4,800 equities, different securities globally. RITHOLTZ: Is that how you ran R3?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

OCTOBER 3, 2023

So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. So then we decided, look, look, maybe we should put all of these businesses together and create a securities division. And that’s how we created the securities division. We now had the securities business.

Marketing 108

Marketing Treasury Banking Profit and Loss 108