Nerd's Eye View

JUNE 27, 2023

What's unique about Eric, though, is how, 10 years after launching his firm and enjoying strong and steady growth, he hit a capacity wall as a solo advisor and suddenly found the business going backwards, as a $4 million client decided to relocate, and market volatility caused several other clients to leave his firm (which meant a loss of $100,000 (..)

Valuation 56

Valuation Benchmarking Communication Leverage 56

Michigan CFO

JUNE 7, 2023

Evolution of the Virtual CFO Concept With the rise of remote work and advancements in technology, the concept of a virtual CFO has gained significant traction. 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.

CFO 52

CFO Problem Solving Budgeting Communication 52

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. Additionally, it optimizes resource allocation, fosters integrated insights, and harnesses modern technology for a competitive edge.

Financial Planning and Analysis (FP&A) 52

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

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

CFO News Room

NOVEMBER 14, 2022

advisors in their 20s and early 30s) grew up in a culture and era characterized by technology and social media. They also serve as a benchmark for whether team members are succeeding in their roles on an ongoing basis. Key Result 2 : The associate advisor stays present with clients by communicating with them on an ongoing basis (e.g.,

Practice Management 130

Practice Management Planning Leadership Communication 130

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

Spreadym

MAY 31, 2023

Environmental Analysis: Evaluating the external environment, including market trends, competition, technological advancements, regulatory factors, and societal changes. These goals provide a clear direction for the organization and serve as benchmarks for measuring progress.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

Planful

DECEMBER 28, 2016

The speakers, Kars Stal and Brett Williams, have decades of experience in the finance and technology industry. Technology updates that offer new functionality. Communication gaps. Technology overload – although not a common issue, it is one that should have a prepared backup plan. Responding to regulatory changes.

Benchmarking 40

Benchmarking Reconciliations Data Analysis Technology 40

CFO Leadership

APRIL 10, 2023

As a customer-obsessed organization , Navan wants to ensure travelers using our technology are cared for at every step of the journey. Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. Leverage technology. Organizations need to do better.

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

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

Barry Ritholtz

SEPTEMBER 19, 2023

We actually have a budget for risk management and technology and tools. So if you do not understand technology, do not go do a technology co-investment. Interestingly enough, there’s only, you know, a handful of validators actually benchmark themselves to real returns. And, but Goldman Sachs has fewer constraints.

Investments 57

Investments Math Risk Management Benchmarking 57

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

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

Fpanda Club

MARCH 1, 2021

The finance function now plays a crucial role in many organizations supporting and driving effective business decisions, and this is exactly the responsibility of FP&A standing at the crossroads of finance, strategy and technology to leverage data and generate insights. 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

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. technology, that was something to ride for a while. There is alpha.

Mergers and Acquisitions (M&A) 57

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

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And the last piece of it, which I’ve become really passionate about over the past really kind of five to 10 years of my career is the technology and platform. So the platform digital experience and technology is really, really critical as well. RITHOLTZ: Right.

Investments 116

Investments Marketing Profit and Loss Banking 116

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

MARCH 14, 2023

So obvious question, it’s 1990, technology is about to explode, how do you help a value manager short of saying, psst, go buy growth? We had software and automation and technology that made everything more productive. RITHOLTZ: — taken into as poorly as the benchmark. communications. RITHOLTZ: All right.

Quantitative Analysis 61

Quantitative Analysis Investments Valuation Marketing 61

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. When it comes to reliability, OnPlan is built on the latest cloud-scale database technologies.

Financial Planning and Analysis (FP&A) 52

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

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. How do you see new technologies impacting the FP&A function? FP&A is also becoming a true business partner.

Financial Planning and Analysis (FP&A) 40

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

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 technology. Said, you know what? Lemme get a double major and do English writing.

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. You’ve gotta go hire people in the technology space. So let’s talk a little bit about technology.

Marketing 108

Marketing Treasury Banking Profit and Loss 108