VCFO

MAY 30, 2024

Its figurative meaning is to plan and prepare appropriately before acting. The literal meaning emphasizes accuracy to maximize efficiency and effectiveness, while the figurative can be translated as failing to plan is planning to fail. Properly channeled, even anger and frustration can be constructive.

Strategic Planning 91

Strategic Planning Planning Benchmarking Leadership 91

CFO News Room

NOVEMBER 14, 2022

Providing constructive feedback to newer associate advisors is also important. One way to do this might be to allow the associate to roleplay presenting a financial plan, then to debrief by first identifying how they met or exceeded expectations and then reviewing areas for potential growth. Set Realistic Onboarding Plans.

Practice Management 130

Practice Management Planning Leadership Communication 130

VCFO

MAY 26, 2022

Historically, examining compensation strategy and conducting compensation benchmarks has largely been an annual or, in some cases, even less frequent endeavor. All this needs to be considered in setting the right compensation plan in a year of inflationary pressure. That would translate to a 4.2%

Communication 80

Communication Benchmarking Construction Leadership 80

Jedox Finance

JUNE 5, 2023

Historically, Jedox model and report builders construct dashboards as a visual representation of data that helps business users track and monitor key performance indicators (KPIs). The line manager needed to add comments to the plan, and the CFO had to approve the exception to the salary. Conclusion Platform release 2023.2

CFO 52

CFO Benchmarking Forecasting Communication 52

Spreadym

JULY 14, 2023

Some common types of financial models include: Budgeting and forecasting models : These models are used to estimate and plan future financial performance by projecting revenues, expenses, and cash flows over a specific period. They help in setting financial targets and evaluating the feasibility of business plans.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Valuation Budgeting 52

Planful

OCTOBER 25, 2016

For another, their biggest risk is ensuring safety on the job sites, but they also face fluctuating demand in the construction industry and the risk this puts on their P&L. One recommendation was to establish baselines for the business based on prior experience, or to use external benchmarking information to evaluate performance and risk.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

PYMNTS

APRIL 12, 2016

Limited supply of talent (40 percent), especially in the construction (63 percent) and services (50 percent) industries. Fifty-eight (58) percent of small businesses plan to obtain financing this year, compared to 52 percent in 2015. From a benchmark of 100 in the first quarter of 2007, the SFBI has increased to 112.9

Benchmarking 41

Benchmarking Forecasting Construction Sales 41

Global Finance

OCTOBER 31, 2024

To help bolster the weakening economy and ailing real estate sector, China’s Ministry of Finance was reported in September to be planning its latest round of policy measures to include a stimulus package with the issuance of 2 trillion renminbi ($282 billion) in special sovereign bonds. in 2023, falling to 4.5%

Banking 40

Banking Benchmarking Construction Finance 40

Global Finance

MAY 8, 2024

Against this inauspicious backdrop, China Construction Bank (CCB) impressed judges with an array of initiatives demonstrating innovative technological thinking and a keen eye on ESG alignment, regional development and inclusivity. The lending margin backdrop was turbocharged by rising central bank policy rates, surging 159 bps.

Banking 52

Banking Profit and Loss Construction Retail 52

PYMNTS

MAY 18, 2018

market, though Ocado plans to have talks with other U.S.-based The new funding was led by Benchmark , with Benchmark’s Bill Gurley joining the company’s board of directors. Over the next six months, Chef’d plans to expand to all of Byte’s locations, the company said in an announcement. “At based retailers.

Construction 40

Construction Benchmarking Retail Valuation 40

Barry Ritholtz

MAY 20, 2025

What was the career plan? 00:01:42 [Speaker Changed] The career plan originally was urban development and transportation. So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. It was 150% of our net worth.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Transportation Numbers 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.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

AUGUST 29, 2023

So I was a mile deep on a subject matter of bond indexing, but now I had the opportunity to lead an equity indexing group, the entire fixed income team, our investment strategy team that does research for our clients around portfolio construction, those types of things. They create the benchmark. DAVIS: Yes, exactly.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

JANUARY 19, 2024

Axios ) • Japan’s Market Roars Back to Life—With Old-Timers Leading the Way : After decades of setting its benchmark rate near zero, the BOJ is poised to tighten, spurring new opportunities for veteran traders. Businessweek ) • Gen Z vs. the Silver Tsunami : As baby boomers sell off their homes, Gen Zers are poised to ride the wave.

Benchmarking 52

Benchmarking Construction Startups Numbers 52

PYMNTS

JANUARY 10, 2020

Several other SoftBank-backed startups, including the car leasing company Fair and construction group Katerra, announced layoffs affecting hundreds of employees late last year. SoftBank has roughly $1.5 The numbers are less than precise, because these are private companies and thus need not report how they are doing every quarter.

Profit and Loss 52

Profit and Loss Construction Startups Investments 52

Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. That’s really bad.

Concentration 69

Concentration Marketing Valuation Investments 69

Barry Ritholtz

JULY 24, 2023

In 2015, Bill Gurley at Benchmark was saying Silicon Valley is in a bubble. You’ve seen job losses in goods producing sectors, manufacturing, auto, construction. Construction employment last year was a record. There’s still a shortage of construction workers. Netflix was the best performing stock last decade.

Marketing 52

Marketing Construction Valuation Investments 52

Barry Ritholtz

OCTOBER 24, 2022

I think it was just a bit of poor planning more than anything else. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. RITHOLTZ: At the BLS, no.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

NOVEMBER 15, 2022

You need to be more constructive because Dow 57% is a fantastic reset.” It seems like an easy one, but there’s a lot of missed benchmarking that goes on. We’re going to make a benchmark much easier. And understanding those influences provides important context for planning ahead.” It’s the whole series.

Investments 111

Investments Finance Marketing Math 111

Barry Ritholtz

JULY 29, 2024

What were the career plan? So I came to New York, no job plans, no ideas. You know, met the board, really liked what they had to say about plans for Orion, spent some time with Eric. Full disclosure, my firm uses Orion as part of our tech stack and managing the four and a half or so billion dollars we have. When would you do it?

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

OCTOBER 21, 2024

Their benchmarks were down. What was investing always the career plan? So there’s a, there’s a, a whole planning that goes on in terms of when you launch different funds. So 00:35:00 [Speaker Changed] It’s just think about just the construct, right? They were down 3.8%. 00:02:16 [Speaker Changed] Me too.

Investments 59

Investments Numbers Marketing Leverage 59

Barry Ritholtz

FEBRUARY 13, 2023

Was that something you were planning on doing or — RIEDER: No. 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. RITHOLTZ: So let’s talk a little bit about BlackRock.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Marketing Investments Education 59

Barry Ritholtz

MAY 6, 2025

What was the career plan? Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. They were so poorly constructed, they were destined to fail. Barry Ritholtz : So let’s start a little bit with your background.

Profit and Loss 59

Profit and Loss Risk Management Marketing Banking 59

Barry Ritholtz

MARCH 26, 2024

What was the original career plan? 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. You get a BA in economics and poli sci from the University of Delaware.

Investments 59

Investments Marketing Concentration Economics 59

Barry Ritholtz

MARCH 14, 2023

And the methodology we use is very similar to what we originally constructed at Merrill. RITHOLTZ: So tell us a little bit about the suite of services RBA offers, how do you work with advisors who say, hey, you know, I have good financial planning with my clients, but I don’t want to run the portfolios. BERNSTEIN: Right.

Quantitative Analysis 64

Quantitative Analysis Investments Valuation Marketing 64

Barry Ritholtz

JANUARY 31, 2023

Just in time supply chain can’t deal with it, prices spike on top of a decade long shortfall of home construction. DUTTA: I mean, Bernanke famously said, if inflation is the benchmark, I have the best inflation record of any chairman, because it’s basically been 2 percent the entire time I’ve been — RITHOLTZ: Right.

Economics 59

Economics Marketing Manufacturing Profit and Loss 59