CFO News Room

DECEMBER 2, 2022

With a solid starting position and a reliable financial history, Frances was then able to build out a three-year financial plan including the most appropriate SaaS KPIs, for example, annual recurring revenue and net revenue retention, enabling FISCAL to pitch to potential investors. I had to really believe in them.”. Frances’ power profile.

Technology 130

Technology CFO Benchmarking Auditing 130

Barry Ritholtz

SEPTEMBER 20, 2022

I Went to Trash School : An education in “juice,” how to protect your shins, and keeping 12,000 daily tons of garbage at bay. Most pros can’t beat the market: Only 3 of passed 20 years did a majority of pros best their benchmarks. This is what we can do. Patagonia ). • Life on Mars? Source: TKer.

Benchmarking 114

Benchmarking Education Securities Marketing 114

CFO News Room

DECEMBER 21, 2022

Royal Canin, a leading pet food provider, effectively recruited and engaged with members in the Alibaba ecosystem using techniques that included scenario profiling, rich educational content, and benefits specifically aimed at new members, such as free medical checkups for pets. The efforts have yielded record customer engagement.

Sales 100

Sales Benchmarking Entertainment Retail 100

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. As such, there needs to be flexibility to adjust the plan and timeline accordingly.

Finance 52

Finance Benchmarking Leadership Communication 52

CFO Leadership

APRIL 10, 2023

Achieving that goal means investing time and money, mostly around planning and implementing best practices. HR teams and internal marketing leaders can collaborate on materials highlighting what duty of care means at the particular company, examples of duty of care in action, and proactive game plans for extraordinary circumstances.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

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.

Concentration 52

Concentration Benchmarking Auditing Leadership 52

VCFO

JANUARY 27, 2022

Time tested business plans will simply not work without adjustments as inflation takes hold. It is critical to focus on inflation now and make necessary changes to your operating plan to combat it. Start the process by educating yourself on the insidious and dangerous impact of inflation. Retain Your Team.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

Collectiv

FEBRUARY 2, 2022

Neglecting adoption as part of your implementation plan makes it difficult to integrate Power BI use into the company culture and realize the company’s initial investment. Benchmarking adoption helps users continuously learn to use Power BI and be rewarded for their efforts. Host Continuing Education Workshops.

Education 52

Education Benchmarking Prioritization Data Analysis 52

Planful

SEPTEMBER 13, 2016

I had a chance to connect with Nilly Essaides , the Director and Practice Lead, Financial Planning & Analysis (FP&A) at the Association for Financial Professionals. Here’s what she had to say about what’s new and what’s coming in FP&A. Please tell us about the AFP and your role there.

Financial Planning and Analysis (FP&A) 40

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

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

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

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. performance reports).

Practice Management 130

Practice Management Planning Leadership Communication 130

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

CFO News Room

FEBRUARY 2, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Communication 130

Communication Planning Education Numbers 130

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”. San Diego believes that companies will look at experience, educational training and expertise in the quest to bring in the right talent.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

FEBRUARY 28, 2022

It helps them review their current skills, identify gaps, and plan learning opportunities to evolve in their roles. DBS’s 2021 Digital Readiness Survey found that only 41% of 1,000 SMEs surveyed had set up a digital transformation plan. Have a look at it now to plan your next steps. How can employers help?

Finance 52

Finance Accounting Benchmarking Leverage 52

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. regulations.”.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

The CFO College

APRIL 8, 2021

You’ll really want to delve into the pain points of business owners (saving money, reducing tax burden, and increasing bottom line), tax opportunities and planning, and GAAP accounting and solutions. You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

PYMNTS

MARCH 11, 2020

A first-class traveler with 11 to 13 equally well-capitalized friends could save several thousand dollars flying private — and have the ability to customize travel to their plans, as opposed to taking one of the one or two flights available daily. has announced a $39 billion stimulus package to combat the coronavirus with its borders.

Benchmarking 52

Benchmarking Economics Education Manufacturing 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

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

CFO News Room

DECEMBER 7, 2022

Communications that include generic brand content, purely educational material, market commentary, and event sponsorship, by themselves, are not deemed to be advertisements. To be considered an advertisement under the first prong, the communication must offer the adviser’s services with regard to securities.

Advertising 130

Advertising Marketing Communication Compliance 130

PYMNTS

JUNE 30, 2016

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. This time of uncertainty has left many unable to really plan a next move. With the U.K. rather than directly in the U.K. The Index insights for the U.S.

Currencies 41

Currencies Benchmarking eCommerce Valuation 41

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

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) 57

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

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Meaning custodians, of course, like in terms of — of counterparty, but also thinking of like your wealth planning and the structure of your assets, the trusts that are available to you, how you want to think about trust and estate planning. And so, it’s a little bit of an educational process, but ….

Investments 116

Investments Marketing Profit and Loss Banking 116

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

The Charity CFO

MARCH 16, 2022

And, uh, they, I would imagine that many funders are that way that they have kind of a standard, a benchmark of this is what we’re measuring all the other grants too, to your point, when they’re reviewing hundreds, if not more grant applications, that they can kind of compare apples to apples. How are you going to do that?

Nonprofit 52

Nonprofit Budgeting Accounting Investments 52

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. 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’ve rebuilt. RITHOLTZ: Yeah.

Leadership 108

Leadership Investments Profit and Loss Technology 108

Barry Ritholtz

MAY 21, 2024

What was the career plan? Well, there was no career plan really. And so I went to business school, I decided to go to business school, get that formal education. And it’s gotten ver like the average active fund has gotten closer and closer to the benchmark over the last five years.

Finance 57

Finance Marketing Numbers Math 57

Barry Ritholtz

NOVEMBER 14, 2023

So you are in their shorts with respect to their strategy, their product development, any lift outs they would do, making sure they had appropriate distribution resources and funding, made sure their succession plans were set and were executed seamlessly. It’s an elite executive education program. They might want real return.

Math 52

Math Leadership Investments Entertainment 52

Barry Ritholtz

AUGUST 29, 2022

BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. Had they shared a little bit of it, they still would’ve made tons of money and they would’ve been able to bank goodwill, lower the fees, and increase their beat rates against the benchmark because their fees are now lower.

Profit and Loss 65

Profit and Loss Marketing Investments Benchmarking 65

Barry Ritholtz

JANUARY 31, 2023

I mean, for me, it was a great education, I think those first, you know, seven or eight years at Merrill, because I had Rosie. And then something falls out of bed, and that means that they have to cut their hiring plans, adjust their CapEx budgets — RITHOLTZ: Right. Uncle, whatever you want. Yeah, you get the order. DUTTA: Right?

Economics 57

Economics Marketing Manufacturing Profit and Loss 57