CFO Talks

MARCH 20, 2024

However, education and mentorship are also important for developing specific skills. By embodying the four roles of the CFO and benchmarking it to the highest standards, finance leaders can effectively navigate the complexities of the modern business landscape, driving strategic growth and financial success.

CFO 52

CFO Compliance Performance Measuring Education 52

Future CFO

MAY 2, 2023

Another good starting point is to look at other companies of similar size and scale within the same industry, which have already gone through a finance transformation process, as a benchmark for your organisation. Guide for organisations: Education-first approach: It’s critical to get buy-in early on for any transformation efforts.

Finance 52

Finance Benchmarking Leadership Communication 52

CFO News Room

DECEMBER 2, 2022

“This may not be necessarily what auditors are interested in, but this is really important to us as a business and it’s how we benchmark ourselves against competitors.”. He shares his love of animals by making educational programmes that appeal to all ages with a clear message that we need to do more to look after our precious planet.”.

Technology 130

Technology CFO Benchmarking Auditing 130

Collectiv

APRIL 13, 2022

Educate end-users on the benefits of Power BI and how it supports your business objectives. Also, set up benchmarks to measure the success of the adoption process. 55% Use Training and Education as Effective Strategies. Implement a Power BI adoption strategy and integrate the use of the software into the company culture.

Education 52

Education Benchmarking Leadership 52

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. In addiiton, using outputs from these tools could well end up inadvertently infringing the intellectual property rights of others who have used it.

Concentration 52

Concentration Benchmarking Auditing Leadership 52

VCFO

DECEMBER 20, 2021

It’s the “golden rule” for a reason – ageless advice and a good benchmark to vet your decisions and actions against. Stay educated on current city, state, and federal issues in as unbiased a way as possible. Specifically, we need to: “Do unto others as you would have them do unto you.”

Problem Solving 52

Problem Solving Benchmarking Leadership Education 52

Collectiv

FEBRUARY 2, 2022

Benchmarking adoption helps users continuously learn to use Power BI and be rewarded for their efforts. Develop PUGs to support other users, oversee aspects of your implementation, spread the word on new or updated features, and host events or continuing education trainings. Host Continuing Education Workshops.

Education 52

Education Benchmarking Prioritization Data Analysis 52

VCFO

JANUARY 27, 2022

Start the process by educating yourself on the insidious and dangerous impact of inflation. 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

PYMNTS

JANUARY 10, 2020

However, as Darner explained, there is also a significant lack of education and understanding within the receivables management and collections arena, and SMBs now have an opportunity to address the cash-flow issue long before an invoice goes 90 days or more past its due date. Preventative Measures.

Invoicing 55

Invoicing Education B2B Benchmarking 55

PYMNTS

JUNE 26, 2018

The talent optimization technology correlates educational experience and career outcome to support recruiters. The user experience solution provides a 401(k) benchmarking service to help employees manage retirement accounts, while the business impact tool provides employees with a digital career coach to reach their professional goals.

Benchmarking 49

Benchmarking Leverage Education Accounting 49

The CFO College

MAY 12, 2021

Viewing education as a cost and not an investment. Staying informed and sharp through investment in education is essential. For the biggest ROI on any education, it’s useful to find programs with continually updated materials and tools, mentoring options, and a strong community to help you grow.

Education 52

Education CFO Investments Budgeting 52

PYMNTS

JANUARY 29, 2019

In its 2019 Data Privacy Benchmark Study, published last week, Cisco found that the combination of security best practices and investment in cybersecurity technology correlates to a lessened impact from data breaches. But for companies that are GDPR-ready, sales delays were significantly shorter — 3.4 weeks, compared to 5.4

Investments 59

Investments Compliance Education Benchmarking 59

PYMNTS

JULY 26, 2018

They include talent optimization, correlating educational experience to recruiters; user experience, with a 401(k) benchmarking solution for employees; and a business impact tool, which uses AI to link employees to a digital career coach.

Benchmarking 40

Benchmarking Leverage Education Finance 40

Future CFO

JANUARY 8, 2023

Quiet hiring” will create new avenues to snag in-demand talent Despite worries about a forthcoming recession and some layoff announcements, Gartner benchmarking data shows that a majority of HR leaders still expect the labor market to get more competitive. According to the advisory firm, the top nine workplace predictions are as follows.

Benchmarking 52

Benchmarking Prioritization Auditing Education 52

CFO Simplified

DECEMBER 26, 2021

The purpose of this checklist is to create structure around when to grow, what roles are essential at what business sizes, and how to benchmark your accounting department against industry standards. Plus, with the additional education and experience, a CFO brings a strategic financial view to the company. Company Size.

Finance 52

Finance General Ledger CFO Auditing 52

Spreadym

AUGUST 23, 2023

This can involve building relationships with educational institutions, participating in industry events, and engaging with potential candidates early on. Market Trends: Monitor external labor market trends, including salary benchmarks, industry demand for specific skills, and talent availability.

Planning 52

Planning Leadership Compliance Analyzing Data 52

PYMNTS

OCTOBER 6, 2020

Although the pivot toward that simplicity has been taking time — and requires a bit of education — Rosenblatt said businesses have been moving online at a pace 10 times faster than had been seen before. Benchmarking can help, said Rosenblatt. Payments — Sealing the Deal.

B2B 84

B2B Treasury Communication Accounts Payable 84

Future CFO

MAY 26, 2020

San Diego believes that companies will look at experience, educational training and expertise in the quest to bring in the right talent. The learning happens in the search for answers and finding the expertise; this is even more valuable if that requires reaching out to experts from other teams,” she explained.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Treasury Education 52

PYMNTS

APRIL 27, 2017

The goals are uniform across the two: to offer analytics and benchmark performance, with an eye on where spending efforts can be improved and where drivers and managers should focus efforts to speed efficiency, too. The global corporate payments solution provider said the newest platform build on its already extant Essentials platform.

Benchmarking 40

Benchmarking Communication Education B2B 40

The CFO College

APRIL 8, 2021

You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking. Another key aspect of becoming a Valuable Expert is enhancing your education. This means keeping up to date on products made and regulation changes within your industry.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

PYMNTS

AUGUST 5, 2016

The city is known for its high-skilled-labor-to-low-cost ratio and highly educated workforce. The lively metropolis is well-known for its public education system, as well as nearly 40 universities and more than 30 research centers — all of which have contributed to a workforce that is regarded as diverse, highly skilled and quite talented.

Startups 42

Startups Economics Education Benchmarking 42

Future CFO

FEBRUARY 28, 2022

Following which, they can carry out talent mapping with capability planning and benchmarking their finance team’s current and future skills. As for talent development, they can share the relevant educational resources from the toolkit with their employees to speed up the upskilling process.

Finance 52

Finance Accounting Benchmarking Leverage 52

CFO News Room

NOVEMBER 14, 2022

On a personal note, Penny is an advocate for the advancement of women in the financial services industry, and public education. Ideally, associate advisors would either already have met the education requirement for CFP certification or already have some experience as an advisor.

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

DECEMBER 17, 2022

In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. And current holders of the CFP marks have a Continuing Education (CE) requirement of at least 30 hours every two years. Melanie Waddell | ThinkAdvisor).

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

FEBRUARY 2, 2022

Advisors that try to do financial literacy education for heirs of clients, particularly if they work with more affluent clients where just they can put a little bit more dollars towards supporting them on that. And so for advisors to move the needle on this conversation, it is a specific conversation about education and awareness.

Communication 130

Communication Planning Education Numbers 130

PYMNTS

JUNE 1, 2017

From that data, it builds predictive AI models whose insights guide carriers to make faster, more educated risk selection and pricing decisions. Valen merges carriers’ data with its own data consortium, which contains 27 million anonymized policy records. We’ve been able to overcome this in a couple ways.

Profit and Loss 40

Profit and Loss Benchmarking Education Technology 40

VCFO

JANUARY 20, 2023

fitness club membership, yoga classes), career development resources, time off, investment programs (401K, education savings), tuition reimbursement, and more. Solid job descriptions are especially important when compensation and salary benchmarking are carried out. This mix can include a wide range of health-related benefits (e.g.,

Benchmarking 77

Benchmarking Leadership Education Compliance 77

PYMNTS

JUNE 30, 2016

The PYMNTS.com Checkout Conversion Index TM , in collaboration with BlueSnap, continues to provide a benchmark for companies to get a read of where they are in the industry and how how much effort they need to put into your checkout site and strategy. The Index insights for the U.S. market are still quite relevant for merchants in the U.K.

Currencies 41

Currencies Benchmarking eCommerce Valuation 41

CFO Leadership

APRIL 10, 2023

Duty of Care Best Practices A global benchmarking study from International SOS was designed so organizations worldwide could compare duty of care policies and develop best practices to protect and support the global mobility of their employees and dependents.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

Barry Ritholtz

OCTOBER 24, 2022

But there’s so much importance in the purpose of education and telling people what to look at, because that’s what I’ve benefited from going to Morningstar. NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. And we’ve learned some hard lessons that way.

Investments 52

Investments Valuation Benchmarking Marketing 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 21, 2023

And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. So we’re probably a lot more patient, but at the same time, you know, highly educated in the questions we ask. Like, we’re going to move on from them.

Leadership 107

Leadership Investments Profit and Loss Technology 107

Barry Ritholtz

AUGUST 29, 2023

There are an endless variety of business models and seeing how people operate that, it’s really an education, one that I think a lot of people coming out of school don’t think about, because you think about the sexy things. They create the benchmark. So, our active team has been successful outperforming their benchmarks.

Investments 52

Investments Benchmarking Valuation Construction 52

CFO News Room

NOVEMBER 28, 2022

Furthermore, many of these clients might be saving for children’s education (or still have student loans themselves!), But with the rise of index funds and the commoditization of investment advice , generating sufficient investment alpha to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

AUGUST 24, 2017

This month, the company published its latest analysis, The Financial Leaders’ Benchmarking Report , and the findings were “troubling,” in the words of APEX Analytix. Visibility, benchmarking, and independent review,” the executive said, “as they say, ‘You can’t manage what you don’t measure.’”.

Accounts Payable 40

Accounts Payable Invoicing Benchmarking Auditing 40

PYMNTS

SEPTEMBER 5, 2019

Governments rely on tax revenues to fuel the vital services they provide to residents and businesses – from firefighting and public education to water system repair and road maintenance. Retail sales taxes have long been key sources of state governments’ budgets and have been their greatest single stream of revenue since the mid-1900s. .

Compliance 46

Compliance Economics Sales eCommerce 46

Barry Ritholtz

FEBRUARY 13, 2023

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. Healthcare, education, not hugely cyclical, not interest rate sensitive. There is alpha. Can you manage that through downturns?

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56