E78 Partners

APRIL 9, 2024

In an era characterized by rapid digital transformation, businesses across the spectrum are leveraging technology to fuel progress, growth, and competitive advantage. Their guidance helps align your organization’s cybersecurity processes with established industry benchmarks.

Investments 59

Investments Compliance Securities Benchmarking 59

Centage

JANUARY 18, 2024

Stronger interdepartmental communication and collaboration is a good benchmark to set as a best practice for this year. Here are some more key practices that leverage technology to enhance collaboration, streamline accurate forecasting and reporting, and unlock more time for high-value strategic analysis.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Leverage Risk Management 40

CFO Talks

MARCH 20, 2024

The Chartered Institute for Business Accountants (CIBA) leveraged the research as a foundation to develop its Chartered CFO designation. Strong communication, change management, and leadership skills are crucial in this role. They leverage their financial acumen to enhance business performance and shareholder value.

CFO 52

CFO Compliance Performance Measuring Education 52

Collectiv

JUNE 13, 2023

Solid processes around nonprofit data give you critical information to highlight unique aspects of your organization, boost morale, increase credibility, enhance transparency, and build community awareness to support your mission. Let’s look at three ways to leverage Power BI for nonprofits so you can use your data effectively.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

Future CFO

MAY 2, 2023

Therefore, leveraging cloud-based automation can help the finance function streamline its internal processes to achieve greater accuracy in lesser time. Clear avenues for communication also ensure that different teams are able to come together to address challenges and resolve issues when necessary."

Finance 52

Finance Benchmarking Leadership Communication 52

Future CFO

AUGUST 18, 2023

This transformation involves leveraging systems and re-engineering processes coupled with changing the way the teams work through upskilling and "re-culturing". Clear communication is key A project team of 60 people – collectively known as the Global Finance Services Team – steered the journey towards a transformed shared services function.

Finance 52

Finance Communication Accounts Payable Invoicing 52

Michigan CFO

JUNE 7, 2023

Virtual CFOs leverage cloud-based accounting systems, collaborative tools, and remote communication to provide financial services to businesses on a part-time or “fractional” basis. Additionally, strong communication skills, problem-solving abilities, and adaptability are crucial for effectively serving clients in a virtual capacity.

CFO 52

CFO Problem Solving Budgeting Communication 52

Nerd's Eye View

JUNE 27, 2023

And be certain to listen to the end, where Eric shares why, even though he experienced a lot of challenges in 2022, he is grateful for the opportunities it brought him as he feels it helped better his communication with his wife, how Eric came to realize that in building a business, the solution to challenges early on was to work harder, better, and (..)

Valuation 57

Valuation Benchmarking Communication Leverage 57

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

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

E78 Partners

SEPTEMBER 14, 2023

At its core, a BP&B Health Check is a benchmarking exercise that evaluates an organization’s strategic alignment and financial agility against industry standards. BP&B process and acumen are foundational capabilities, fundamental to achieving an organization’s goals and objectives.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 4, 2022

Representation goals — whether based on industry benchmarks or population data for the appropriate city, state, or country — are one component, but it’s equally important to incentivize leaders and create accountability systems to help make those strategies a success. But companies can and need to do more to fully leverage this role.

Investments 100

Investments Leadership Accounting Analyzing Data 100

Spreadym

JUNE 27, 2023

Investor Relations and Stakeholder Communication: Financial Planning and Analysis supports effective communication with investors, shareholders, and other stakeholders. FP&A reports and presentations communicate the organization's financial performance, growth strategies, and value creation initiatives.

Financial Planning and Analysis (FP&A) 52

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

VCFO

JANUARY 27, 2022

Leverage Your Relationships. Be sure you are communicating your value proposition in all that you do. It is imperative to incorporate periodic (and for key employees, frequent) updates to salary benchmarking studies and hourly pay benchmarking. Benchmark employee compensation to competitors and across industries.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

CFO News Room

DECEMBER 3, 2022

For these individuals, advisors who leverage advanced retirement income planning techniques could be particularly attractive. technology) to be successful, communicating expectations and feedback in a clear way, and being accessible to employees (if they have a question or need help).

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

NOVEMBER 14, 2022

Creating content, building a social media presence, leveraging platforms like YouTube, and developing as an influencer within a certain target group are business development tactics that should be encouraged for associate advisors who have the desire and ability to engage in them. responsibilities for Tier 2 Associates).

Practice Management 130

Practice Management Planning Leadership Communication 130

Jedox Finance

APRIL 12, 2023

Does HR understand our workforce’s current capabilities and talents, and how they can be leveraged so that teams can work together efficiently? When setting expectations, the ability to calculate target productivity ratios of employees against industry benchmarks is illuminating for boards and potential investors.

Financial Planning and Analysis (FP&A) 52

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

BlueLight

MAY 6, 2020

The investor update email is a powerful tool to leverage this effectively across a big group of investors. In this post, we will cover the communication architecture, why to send investor updates, and the relevant topics to cover. The communication architecture takes many forms.

Communication 52

Communication Startups Finance Benchmarking 52

The CFO College

APRIL 8, 2021

You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking. Major soft skills involve time management, effective communication, writing, reliability and responsiveness towards clients, organization, project management, and your ability to own and address your problems and mistakes.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. First, it is important for firm owners to create a regularly scheduled process to reassess fees and communicate them to their clients. Bonnie Buol Ruszczyk | InvestmentNews).

Education 130

Education Planning Benchmarking Investments 130

Spreadym

MAY 31, 2023

These goals provide a clear direction for the organization and serve as benchmarks for measuring progress. Strategies involve making choices about how to allocate resources, compete in the market, leverage strengths, address weaknesses, and respond to opportunities and threats.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

Planful

DECEMBER 28, 2016

Communication gaps. The Hackett Group benchmark research shows that world-class companies will consolidate and close the month-end books within 3 days, and report within 2 days. This includes looking at industry benchmarks and implementing best practices. Financial surprises during year-end review. Staff burn-out.

Benchmarking 40

Benchmarking Reconciliations Data Analysis Technology 40

Planful

SEPTEMBER 13, 2016

Preliminary results of our 2016 FP&A Benchmarking Survey, conducted in collaboration with IBM, show that one of the main forces driving this is the accessibility of real-time internal and external data on demand. Since communication is key for professionals, we also have a strong focus on networking opportunities.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Education Benchmarking 40

Onplan

NOVEMBER 30, 2022

Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. Benchmarking and KPI tracking across the organization to stay on course. Ad hoc reporting and visualization.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

SEPTEMBER 19, 2023

And you know, because they had leveraged in some cases bond portfolios when rates go up as you know, prices go down, they had margin calls ’cause they were trading on margin in a 00:41:52 [Speaker Changed] Lot of cases. So you may see portfolios change as a result of, of benchmarking. For various reasons. And I think Oh, really?

Investments 57

Investments Math Risk Management Benchmarking 57

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. You know, the leverage in the system builds. There is alpha. It is too much.

Mergers and Acquisitions (M&A) 57

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

Barry Ritholtz

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there.

Profit and Loss 65

Profit and Loss Marketing Investments Benchmarking 65

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. What was your take away from the Jackson Hole festival of speeches and — and Jerome Powell’s — it’s kind of surprising that anybody thinks he didn’t communicate what was happening, but it seems like the market was taking a little by surprise. RITHOLTZ: Right.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

MARCH 14, 2023

You know, if you look at the data, they say, oh, we’re active managers, but maybe they changed duration from 92 percent of benchmark to 94 percent of benchmark duration. RITHOLTZ: I mean, you didn’t do great bonds, but you didn’t do as bad as the benchmark — BERNSTEIN: Absolutely. communications.

Quantitative Analysis 61

Quantitative Analysis Investments Valuation Marketing 61

Barry Ritholtz

DECEMBER 26, 2023

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. 00:26:19 [Speaker Changed] It, it’s, it’s usually it is aggressive shorts from leveraged funds on s and p futures. And since my writing skills weren’t all off the snuff, I just dove in.

Marketing 61

Marketing Leadership Finance Investments 61

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. She left there, she became a crisis communications expert. You sell a naked call, you [ Barry Ritholtz ] Right.

Marketing 108

Marketing Treasury Banking Profit and Loss 108