CFO Leadership

APRIL 10, 2023

Maintaining that duty of care becomes more challenging as organizations expand since the number of employees traveling on the company’s behalf increases. Leverage technology. Leverage tools that provide omnipresent support should disruptions occur. With increased risk comes the need for increased duty of care. Be accessible.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

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. We’ve always been a virtual company, just used to be through the mail and 1-800 number when I joined. So that’s a number I hadn’t seen before.

Leadership 108

Leadership Investments Profit and Loss Technology 108

CFO News Room

NOVEMBER 28, 2022

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. Luckily, advisors have a large number of ways to add value to their clients’ lives (more than 101 in fact!), Psychology Of Financial Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. So, we take a very educational approach when dealing with clients and we have to explain what we’re asking for, why we’re doing it and how we’re going to be compliant with U.S. Buy Now, Pay Later.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And we have a great team in Asia and Europe.

Mergers and Acquisitions (M&A) 57

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

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

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And so, it’s a little bit of an educational process, but …. One, we also saw a record number of credit card openings in Q1 and Q2. RITHOLTZ: Right.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. I — I couldn’t believe the numbers. BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. And that’s why he is really a — a fascinating character.

Profit and Loss 65

Profit and Loss Marketing Investments Benchmarking 65

PYMNTS

SEPTEMBER 2, 2016

Uber Local Offers leverages Visa’s Commerce Network, which leverages the TrialPay platform that it acquired a couple of years back. We’re seeing a variety of things taking place across a number of merchant segments that are improving segment scores as individual merchant scores rise.

Benchmarking 40

Benchmarking Leverage Banking Securities 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. They need to know how to tell stories about numbers. 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