Nerd's Eye View

NOVEMBER 10, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a Fidelity benchmarking study revealed that both small and large RIAs saw positive organic growth in 2022, helping to mitigate AUM declines resulting from weak market performance.

Benchmarking 69

Benchmarking Practice Management Treasury Leadership 69

Future CFO

APRIL 3, 2024

The data analysis, which was made by Shir Dekel , Analytics and Survey Design Expert, Global Thought Leadership at PwC, shows that higher rates of resource reallocation are associated with higher profit margins, suggesting that most companies could increase profitability by reallocating more actively.

Benchmarking 52

Benchmarking Data Analysis Leadership Finance 52

CFO Leadership

OCTOBER 10, 2022

Research conducted for Robert Half’s 2022 Benchmarking Report found that staff retention is significant concern for 87% of employers in the United States. Invest in a standout employee experience. Senior leadership should help ensure that these managers have the tools and support they need to assume the rock star role successfully.

Leadership 105

Leadership Benchmarking CFO Communication 105

Fpanda Club

MARCH 14, 2021

This assumes continuous improvement towards maximum efficiency to free up time for strategic leadership, leading by example in productivity increase, development and use of new skills and knowledge, including understanding of process improvement methods and technologies, such as lean approach. Download this article

Finance 130

Finance Benchmarking Transportation Accounts Payable 130

VCFO

JANUARY 20, 2023

In most cases, developing a compensation philosophy and strategy is a collaborative effort across one’s executive team with key guidance provided by the organization’s compensation or HR leadership. Solid job descriptions are especially important when compensation and salary benchmarking are carried out.

Benchmarking 77

Benchmarking Leadership Education Compliance 77

CFO Leadership

APRIL 10, 2023

Achieving that goal means investing time and money, mostly around planning and implementing best practices. The post Navan’s Modern Approach to Duty of Care first appeared on CFO Leadership. The post Navan’s Modern Approach to Duty of Care appeared first on CFO Leadership.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

CFO Thought Leader

OCTOBER 1, 2023

“Never waste a good crisis: Having that IPO door slammed became a pivotal moment in our future success,” comments Leet, who tells us that ExactTarget then turned to private investors for funding, which allowed the company to generously invest in the business at a time when many firms were curtailing their spending. billion deal in 2013.

CFO 52

CFO Leadership Finance Leverage 52

CFO Leadership

OCTOBER 10, 2023

The latter, for example, is an offering that Bloomberg says can “ bring the full potential of AI to the financial domain ” and create entirely new workflows, economic analyses and financial benchmarks for its customers. That includes investing in people and business processes that can help your AI initiative be successful.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Barry Ritholtz

JULY 11, 2023

Wall Street Journal ) see also Five Revealing Pictures : Professional money managers do well on their “slower”, buying decisions (actually well enough to beat benchmark portfolios!). She has worked at FT since 1988, and held leadership roles in investment management, distribution, technology, operations, and high-net-worth clients.

Benchmarking 77

Benchmarking Leadership Investments Marketing 77

Future CFO

MAY 2, 2023

According to Gartner, success in digital investments and intended business outcomes are highly dependent on strong CFO-CIO partnerships. Moreover, the ability to separate true transformational concerns from misinformation or lack of understanding will help avoid frustration in both the finance team and leadership.

Finance 52

Finance Benchmarking Leadership Communication 52

CFO Talks

MARCH 14, 2024

This could involve benchmarking against industry standards, conducting financial analyses, and implementing best practices. Allocate Resources Wisely: A key responsibility of the CFO is to oversee capital allocation, ensuring that investments are aligned with the company’s strategic priorities and offer the best returns.

CFO 40

CFO Performance Measuring Benchmarking Restructuring 40

The Charity CFO

AUGUST 14, 2023

The Founder’s Role in Nonprofits Everyone’s work matters in new or growing nonprofits, but few people have the level of financial and emotional investment as the founders. Competitive salaries aren’t a true expense but an investment in long-term stability and growth.

Nonprofit 52

Nonprofit Benchmarking CFO Leadership 52

Centage

DECEMBER 1, 2021

They’re focused less on benchmarking current performance to the predicted budget and instead want to leverage real-time data to understand what the future looks like. But times have changed – which is why financial forecasting is more important than your annual budget.

Forecasting 98

Forecasting Budgeting Financial Planning and Analysis (FP&A) Benchmarking 98

CFO News Room

NOVEMBER 15, 2022

While Lehman was emblematic of the impact of subprime investments on the financial sector, and Enron of off-balance-sheet financing among newfangled energy companies, the FTX fiasco calls into question the entire crypto complex. FTX (and Alameda) founder and CEO Sam Bankman-Fried (SBF) saw a rise describable only as meteoric.

Economics 130

Economics Investments Finance Benchmarking 130

VCFO

JANUARY 27, 2022

Implementing EOS, or a similar system, will help you and your leadership team get better at three important things: Vision – Get everyone in your organization 100% on the same page with where you’re going and how you plan to get there. Healthy – Help your leaders become a more cohesive, functional, healthy leadership team.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

Centage

JANUARY 18, 2024

Stronger interdepartmental communication and collaboration is a good benchmark to set as a best practice for this year. Invest in training programs that focus on data analysis, data visualization, and other relevant skills. Continuous learning and skill development The fast-paced nature of business requires continuous learning.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Leverage Risk Management 40

CFO Talks

MARCH 20, 2024

The CFO must also allocate finance resources effectively to drive the greatest return on investment while managing risks associated with global operations and evolving financial reporting standards. Strong communication, change management, and leadership skills are crucial in this role.

CFO 52

CFO Compliance Performance Measuring Education 52

Barry Ritholtz

FEBRUARY 21, 2023

BUCKLEY: I think it’s one huge lesson for us, and it’s brought out in our leadership team. We have lowered the cost of investing, and we have improved the quality of those funds. If you look at that ETF low cost leadership space, I believe 86 percent of our assets would now be considered lowest cost.

Leadership 108

Leadership Investments Profit and Loss Technology 108

E78 Partners

SEPTEMBER 14, 2023

It involves creating detailed plans and budgets for various aspects of an organization’s operations, such as revenue, expenses, capital investments, and more. At its core, a BP&B Health Check is a benchmarking exercise that evaluates an organization’s strategic alignment and financial agility against industry standards.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Financial Modeling Benchmarking 52

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

Investments 52

Investments Benchmarking Valuation Construction 52

Spreadym

AUGUST 17, 2023

Financial reporting dashboards can be used by various departments within an organization, including finance, operations, sales, marketing, and executive leadership. This is particularly valuable for executives, managers, and financial analysts.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

Future CFO

SEPTEMBER 17, 2019

New Gartner benchmark study reveals 92% of HR leaders are prioritising budgeting and cost optimisation initiatives. Business leaders must work closely to prepare for economic volatility by maintaining an overview of all short- and long-term investments across the organization. That’s the good news. Cross-function efforts.

Benchmarking 52

Benchmarking Budgeting Economics Forecasting 52

VCFO

MARCH 30, 2023

A good place to start is benchmarking yourself against your competition. Products are eventually going to suffer if investments are not being made into improving their use, refining their aesthetics, and understanding who is using them. Anyone with thoughts of selling their business within five years would be wise to get to work now.

Valuation 89

Valuation SAP Concentration Benchmarking 89

CFO Talks

MARCH 19, 2024

Fostering Commitment to Change True leadership is shown by example. A CFO committed to the agenda invests not just financial resources but personal time and effort, visibly participating in key initiatives. Investing Time and Resources Commitment is also measured in terms of resource allocation.

CFO 52

CFO Communication Finance Budgeting 52

CFO News Room

NOVEMBER 14, 2022

She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. They also serve as a benchmark for whether team members are succeeding in their roles on an ongoing basis.

Practice Management 130

Practice Management Planning Leadership Communication 130

PYMNTS

JULY 24, 2019

s Conservative Party leadership contest is only the latest geopolitical event sparking concerns among analysts over foreign exchange (FX) markets — and corporates’ ability to react to those changes. We have been discussing with the central bank how to create a [FX] hedging instrument,” said Vietnam State Capital Investment Corp.

Foreign Exchange 57

Foreign Exchange Currencies Treasury Benchmarking 57

Jedox Finance

APRIL 21, 2020

Distressed debt urgently needs financing; and digital and automation investments can strengthen resilience and agility. Frequent structured communication on performance benchmarks and earning multiples, maintains investor confidence and stability. In contrast, an opportunity exists. Pinpoint opportunities.

Benchmarking 52

Benchmarking Valuation Communication Planning 52

Michigan CFO

JUNE 7, 2023

Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team. Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization.

CFO 52

CFO Problem Solving Budgeting Communication 52

Future CFO

FEBRUARY 15, 2021

While Smagh acknowledged that COVID-19 gave reasons for leadership to kick finance transformations into overdrive, he also confirmed that technology limitations have been central to many barriers that finance & accounting (F&A) teams faced during the pandemic. “We COVID-19 accelerates finance transformation.

Financial Data 52

Financial Data Finance Benchmarking CFO 52

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

Investments 116

Investments Banking Advertising Finance 116

Future CFO

APRIL 12, 2023

Hence it is necessary to audit all the hardware needed, upgrade and allocate special investment to the infrastructure for more sustainable system results. Infrastructure: on top of the good and reliable platform, it is necessary to make sure that the overall IT infrastructure in the company is ready for migration.

Finance 98

Finance CFO Benchmarking Data Analysis 98

Jedox Finance

OCTOBER 13, 2021

We can do the analysis, create the benchmark, make technical suggestions for how to cut, and levy those cuts upon business leaders across the company. Sometimes that does mean cost cutting but at other times it could be revenue-generating initiatives or long-term investments.

CFO 98

CFO Problem Solving Finance Benchmarking 98

Barry Ritholtz

NOVEMBER 14, 2023

But then this company, I’m getting off topic of the advanced management degree, but this company launched a new investment fund structure called Global Hub and Spoke or Master Feeder, you might have heard of it. And this is where I, I moved over to UAM at the time, which is the first multi boutique investment business.

Math 52

Math Leadership Investments Entertainment 52

VCFO

MARCH 2, 2023

These can be developed using competitor benchmark data for the firm. This also unlocks access to a range of specialty expertise – mergers & acquisitions, investments, debt structures, human resources, and more. Three important lagging indicators for professional services firms are revenue, project profitability, and utilization.

Strategic Planning 64

Strategic Planning CFO Budgeting Planning 64

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained.

Investments 57

Investments Math Risk Management Benchmarking 57

Barry Ritholtz

JUNE 7, 2023

Weinstein, Woodline Partners Co-Chief Investment Officer Mike Rockefeller, Fernbridge Capita Management Founder Brennan Diaz and Knighthead Capital Management Co-Founder Thomas Wagner. Taking a hedge fund approach to long-only investing. He is now providing strategic investments to multi manager funds. Good, good timing.

Investments 108

Investments Concentration Profit and Loss Economics 108

Future CFO

JULY 26, 2021

The pandemic requires CFOs to strike a balance between being mindful of expenditure and investing in mission-critical processes that support growth. The ERP vendor should understand the industry benchmarks and best practices and leverage these to guide the company forward. Digital transformation should avoid high upfront investments.

SAP 52

SAP CFO Planning Compliance 52