Financial Planning & Analysis
Boston Startup CFO
APRIL 12, 2024
13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning.
Fed’s Powell: Economic Recovery Depends On Virus Containment, Coordination
PYMNTS
JUNE 29, 2020
In remarks he plans to deliver Tuesday (June 30) before the House Committee on Financial Services, Powell said output and employment “remain far below their pre-pandemic levels. While this bounceback in economic activity is welcome, it also presents new challenges — notably, the need to keep the virus in check.”.
Economics 
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What is the revenue planning process? Approaches and difficulties
Spreadym
JUNE 29, 2023
Revenue planning is the process of estimating and forecasting an organization's future revenue streams. It involves setting revenue targets, developing strategies to achieve those targets, and creating a plan to monitor and adjust the revenue-generating activities over a specific period, such as a fiscal year.
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Can deal with any yield spike in orderly manner: DEA secy
CFO News Room
FEBRUARY 2, 2022
The government and the central bank can deal with the movement of bond yield “in an orderly” and non-disruptive manner, economic affairs secretary Ajay Seth told FE on Wednesday. The benchmark has risen 40 basis points (bps) so far in 2022 on top of the 56 bps in 2021. lakh crore budgetted by the Centre for FY23. lakh crore in FY23.
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Comprehensive Guide to Workforce Planning
Spreadym
AUGUST 23, 2023
Workforce planning is the strategic process of identifying and aligning an organization's human resource needs with its overall business goals and objectives. What are the goals of workforce planning process? This might involve identifying skills gaps and developing plans to fill them.
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Market gives thumbs up to Budget 2022
CFO News Room
FEBRUARY 5, 2022
But unlike other Budget Days, benchmarks ended the day in the green, as investors cheered a growth-oriented Budget. The government’s record borrowing plans for the next financial year sent benchmark bond yields to two-and-a-half years high. By Yoosef Kp & Ruchit Purohit. After surging as much as 1,018.03
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What is the difference between planning, budgeting and forecasting for a business?
Spreadym
JUNE 8, 2023
Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.
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What to watch on jobs day: Upward revisions in employment expected after record two-year job growth
CFO News Room
FEBRUARY 1, 2023
Along with the latest on payroll employment, unemployment, and wage growth, we will also get the final benchmark revisions for the establishment survey (CES). Preliminary benchmark revisions suggest job growth will be even stronger over the last two years than the 11.2 million previously reported. This rapid recovery was not luck.
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Webinar: 2023 Treasury Perspectives Survey Results | April 20
Strategic Treasurer
MARCH 23, 2023
Learning Objectives : Learn the current perspectives, plans, and strategies of treasury and finance practitioners on issues such as economic and geopolitical outlook, top concerns, credit use and availability, operations and benchmarks, staffing, regulation, bank relationship management, technology, and more.
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How to Recession-Proof Your Business
VCFO
JULY 12, 2022
Business leaders, investors, and market watchers are increasingly concerned about the possibility of an economic downturn in the relatively near future. Below are several suggestions for businesses to position themselves to weather potential economic distress and emerge stronger on the other side. Optimize now.
Benchmarking 81
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Tips for Success: The Role of Profitability Analysis and Improving Profit Margins
Centage
SEPTEMBER 5, 2023
The current economic climate is causing profound challenges for business owners across industries. Three: Benchmark Industry Profitability Ratios Your profit margin might look weak to you, but is it? Benchmark your industry before looking at your profitability so you know what to aim for.
Webinar: AFP Utah – Treasury Perspectives Survey Results | March 17
Strategic Treasurer
FEBRUARY 28, 2022
This webinar will cover the survey’s results and will discuss the primary implications of this data for organizations in 2022 and beyond. CTP and FP&A re-certification credits will be given for attendance to this live webinar.
Treasury 52
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Enhancing Business Valuation: Aligning Owner Perception with Market Realities
VCFO
SEPTEMBER 21, 2023
Whether the plan is a near term sale or a sale transaction in the distant future, proactively identifying and adopting the right strategies and activating the optimal value creation levers will result in the maximization of value and the accomplishment of owner overall financial objectives. Discussion of several common adjustments follows.
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OPEX in Financial Analysis
Spreadym
NOVEMBER 23, 2023
Comparative Analysis: Comparing OPEX with industry benchmarks or competitors allows businesses to benchmark their performance. Lower OPEX can indicate a more efficient use of resources, which might attract investors or indicate a company's ability to weather economic downturns.
How to work with HR to prevent unwanted consequences of cost optimization
Future CFO
SEPTEMBER 17, 2019
New Gartner benchmark study reveals 92% of HR leaders are prioritising budgeting and cost optimisation initiatives. While there is growing pressure for HR leaders to reduce budgets and improve productivity, many CHROs and their teams struggle to monitor the economic business cycle and anticipate times of economic uncertainty and volatility.
Benchmarking 52
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Emerging risks for enterprises now includes Generative AI
Future CFO
AUGUST 14, 2023
The advisory firm noted that it surveyed 249 senior enterprise risk executives in May 2023 to provide leaders with a benchmarked view of 20 emerging risks for enterprises. Flawed financial planning assumptions.
Philippine’s fast growing economy might not be sustainable
Future CFO
NOVEMBER 6, 2019
growth in Q4 to meet the lower end of it, said Economic Planning Secretary Ernesto Pernia. Benchmark rates cut thrice this year already The country’s central bank already cut its benchmark interest rate three times this year by a total of 75 basis points to 4.0% The country’s GDP expanded 5.5% in Q2 and 4% in Q1.
Benchmarking 52
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How To Optimize Operations In Times Of Uncertainty
VCFO
JUNE 23, 2022
The country is experiencing economic uncertainty. Take a look at the following financial benchmarks implemented for vcfo clients, and consider how you can achieve similar results in your organization. Similar opportunities to compare against best performers and challenge your current plans exist in every expense category.
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Tips for Success: The Role of Profitability Analysis and Improving Profit Margins
Centage
SEPTEMBER 5, 2023
The current economic climate is causing profound challenges for business owners across industries. Three: Benchmark Industry Profitability Ratios Your profit margin might look weak to you, but is it? Benchmark your industry before looking at your profitability so you know what to aim for.
How To Fight Inflation: 14 Tips For Business Owners
VCFO
JANUARY 27, 2022
total economic melt downs, (2000, 2008), terrorist attacks, pandemics (bird flu, swine flu, coronavirus), natural disasters (fires, earthquakes, hurricanes and floods), and geo-political tensions and disruptions. Time tested business plans will simply not work without adjustments as inflation takes hold. Retain Your Team.
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Preparing Your Finance Organization for the New Era of AI
CFO Leadership
OCTOBER 10, 2023
Generative AI can provide the “why” behind financial analyses AI’s integration into financial planning is reshaping how financial professionals can extract valuable insights from data, make more accurate projections, and optimize planning processes alongside business leaders. In a recent Robert Half survey , 38% of U.S.
Fed Slashes Interest Rates To Near Zero
PYMNTS
MARCH 15, 2020
The Federal Reserve announced Sunday (March 15) it would drop benchmark interest rates to zero and buy at least $700 billion in government bonds as part of an emergency action to protect the economy from the impact of the coronavirus outbreak. The only lone dissenter in lowering the rate was Cleveland Fed President Loretta Mester. percent.
Benchmarking 57
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Why Business Valuation Is Important To Know
CFO Network
SEPTEMBER 2, 2021
But did you know that business valuation can give you more insight into your business than just the economic value? To Plan for the Future. You have to know where your business is to properly plan for the future. When you know the value of your business, you can use this as a benchmark to compare to your competitors.
Valuation 52
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Coronavirus Prompts Federal Reserve To Slash Rate To Zero
PYMNTS
MARCH 15, 2020
The Federal Reserve announced Sunday (March 15) it would drop benchmark interest rates to zero and buy at least $700 billion in government bonds as part of an emergency action to protect the economy from the impact of the coronavirus outbreak. The only lone dissenter in lowering the rate was Cleveland Fed President Loretta Mester. percent.
Benchmarking 56
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Bracing for the coronavirus: Hong Kong, Malaysia, Australia see lower base rates
Future CFO
MARCH 3, 2020
The Hong Kong Monetary Authority has cut its benchmark interest rate today by half a percentage point to mirror the Fed’s base rate reduction from 2% to 1.5%. BNM reported economic growth of 3.6% In late February when announcing its budget for the year, the Hong Kong SAR government projected a record deficit for 2020 at US$17.89
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Elevating tomorrow’s finance leaders today
Future CFO
AUGUST 30, 2021
According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. Controllers: Companies don’t have access to historical data to benchmark their responses and performance against or help model future scenarios. But these are table stakes of the profession.
#FA Success Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall, With Eric Roberge
Nerd's Eye View
JUNE 27, 2023
So, whether you’re interested in learning about how Eric struggled to find a lead advisor that was both a good fit and was willing to take on some business development which led him and his wife to revamping their processes instead, how, even though Eric and his wife experienced a downturn in the business, he was prepared economically as he had (..)
Valuation 56
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All about the cash forecasting process you should know
Spreadym
MAY 23, 2023
Cash forecasting is crucial for effective financial management as it allows organizations to plan their operations, make informed investment decisions, and ensure they have sufficient funds to meet their financial obligations. The percentage used can be based on historical data or industry benchmarks.
Forecasting 52
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The 5 Best Financial Forecasting Software for business
Spreadym
JUNE 6, 2023
Financial forecasting is a critical aspect of financial planning and decision-making for businesses, organizations, and individuals. It may be used for: Budgeting and financial planning: Financial forecasts are used to develop budgets and allocate resources.
Forecasting 52
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How To Hire And Train An Associate Advisor For Your RIA
CFO News Room
NOVEMBER 14, 2022
She has dual degrees in Economics and Corporate Finance and a certification in Advanced Behavioral Analysis. 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.
Unlocking the secrets of becoming investment ready
Creative CFP
AUGUST 11, 2020
The seven key indicators of financial risk There are seven key indicators of financial risk that provide insight into management’s ability to lead the business through economic, market, and competitive challenges. The analytical value derived from this driver includes a comparison to industry benchmarks.
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Bitcoin Daily: Aussies Can Purchase Crypto Via Cash; Bitcoin Struggles To Stay Above $4K
PYMNTS
MARCH 21, 2019
There are plans to support more digital currencies and fiat purchasing options in the future. We firmly believe that more adoption will lead to more innovation and more economic opportunities.”. Binance Lite Australia further expands digital currency adoption by providing easier ways to buy bitcoin.
Benchmarking 46
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Making More Than Minimum Effort With Credit Cards
PYMNTS
NOVEMBER 14, 2016
That’s the number they gravitate towards on their statement, according to a study by the National Bureau of Economic Research. The typical payoff plan presented shows the payoff plan calculated over three years. The reason?
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938: The Art of the Possible | Jason Leet, CFO, Zylo
CFO Thought Leader
OCTOBER 1, 2023
“I was involved in some of the diligence, so I was aware of what was going down several months in advance,” explains Leet, who had joined ExactTarget in 2006, as he vividly recalls for us the company’s impressive climb upward—along with its disappointing 2007 decision to pull its IPO due to Wall Street’s economic collapse.
CFO 52
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The High (And Increasing) Cost Of Car Ownership
PYMNTS
APRIL 3, 2018
Finally, with the Fed keeping the benchmark interest rate at zero, the interest rate on auto loans dipped to all-time lows, particularly for prime customers. After nearly a decade of holding the rate at basically zero, the Federal Reserve has raised the benchmark interest rate six times in the last three years. Beyond the Benchmark.
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Wall Street Woes Take The Retailer’s Eye Off The Customer
PYMNTS
AUGUST 10, 2020
Psychologically, it’s a benchmark of economic health, even if it is divorced from reality. It will proceed with plans to open its Chicago store, but it’s a sure bet that the market will not look kindly on spending money in this climate. That’s not to say the stock market isn’t important.
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How FinTech Wins In Buenos Aires’ Changing Economy
PYMNTS
AUGUST 5, 2016
Argentina as a whole is vying for the top spot as South America’s startup capital, despite an uphill battle with its economic conditions. The city’s approach to moving away from traditional economic development and fostering innovation includes pursuing social inclusion and empowering the startup ecosystem with maximized human capital.
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Building a career in digital finance post COVID-19
Future CFO
MAY 26, 2020
Asked what keeps him awake at nights during these periods, Mike San Diego , chief financial officer for JK Finance Capital in the Philippines, said “scenario planning for business recovery”. Against the backdrop of economic and legal implications of non-compliance, companies are mandating self-isolation and work from home.
Whole Paycheck Tracker: Trying FIT® On For Size
PYMNTS
AUGUST 21, 2020
It’s also a benchmark by which retailers (or any other company) can measure their progress toward capturing the shift as it takes on permanent rather than trendy status in the retail industry. The majority said they used (or planned to use) most of it on household expenses. “In According to the Census Bureau, about 85.5
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Bankers Tell Fed: Raise The Rate
PYMNTS
SEPTEMBER 13, 2016
The plan — or, at least, the widely expected course of events — was that the U.S. Brainard is a longtime advocate of continuing stimulus policies, despite signs of economic recovery. She noted the Fed has limited tools to ward off economic weakness, but it has a lot of power to prevent excessive inflation. percent to 0.5
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Weekend Reading For Financial Planners (Dec 17-18) 2022
CFO News Room
DECEMBER 17, 2022
We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.
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2022 Best-Of Highlights From The Nerd’s Eye View Blog
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”.
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130 Mind The Brexit Gap In Clarity, Please
PYMNTS
JUNE 30, 2016
But what he’s found to be the most interesting in talking to who’s on the ground, is the differences in how people voted based on their age or economic status. Though some are planning not to react at all until they know they have something to worry about, Dangelmaier explained, others are already planning for the worst-case scenario.
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6 ways strategic workforce planning drives long-term value
Jedox Finance
APRIL 12, 2023
When focusing on growth ambitions, organizations must consider the variables that affect hiring and deploying a high-performing workforce, including economic uncertainty, talent shortages, and hybridized workplaces. What is workforce planning? HR and finance must collaborate to refine plans as needed.
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