Future CFO

FEBRUARY 27, 2024

She cites the example of investing in renewable energy as a sustainability initiative that integrates ESG principles by reducing carbon emissions while also creating social benefits like job opportunities and improved public health. According to Soni, ESG factors are often integral to sustainability efforts.

Leadership 98

Leadership Compliance Financial Reporting Economics 98

Strategic Treasurer

MAY 12, 2022

AI and ML Investments Expected to Grow, Supporting Security and Fraud Prevention. Benchmarking: Personal Best. The rest largely benchmark against companies in similar industries, while some also benchmark against those of a comparable size or complexity level. The vast majority were North American corporates (91%).

Prioritization 52

Prioritization Compliance Securities Benchmarking 52

Centage

SEPTEMBER 11, 2023

Did changes in market conditions cause it? Negative variances may signal that there isn’t as much demand for your product or service, more competitors have entered your market, or your pricing was too high for the market. Shift funds to areas that need improvement or invest in initiatives that directly drive growth.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

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. With market conditions changing suddenly and dramatically, their annual budgets no longer served them. Watch Demo.

Forecasting 98

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

CFO Talks

MARCH 19, 2024

The CFO needs to consider how AI can be leveraged not just for automating routine tasks, but also for providing deeper insights into financial forecasting, risk management, and strategic decision-making. Leveraging Technology for Communication In today’s digital age, leveraging technology to communicate the finance agenda is crucial.

CFO 52

CFO Communication Finance Budgeting 52

Collectiv

JUNE 13, 2023

Let’s look at three ways to leverage Power BI for nonprofits so you can use your data effectively. When any organization leverages data, it must be reliable. As a result, you can be confident that the data you’re sharing with your community or leveraging to create change is as accurate as possible.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

Nerd's Eye View

JUNE 27, 2023

What's unique about Eric, though, is how, 10 years after launching his firm and enjoying strong and steady growth, he hit a capacity wall as a solo advisor and suddenly found the business going backwards, as a $4 million client decided to relocate, and market volatility caused several other clients to leave his firm (which meant a loss of $100,000 (..)

Valuation 56

Valuation Benchmarking Communication Leverage 56

Nerd's Eye View

FEBRUARY 14, 2023

What's unique about Jim, though, is how he has built an RIA platform approaching $25B in AUM in just 5 years, and the way he’s managed everything from hiring and staffing to raising outside investor capital in order to make the investments necessary to achieve scale as a middle and back-office support platform for independent advisors.

Benchmarking 52

Benchmarking Compliance Practice Management Leverage 52

Centage

JANUARY 4, 2022

It offers a critical benchmark for comparison enabling stakeholders to see progress or areas of weakness within a given timeframe. For instance, measuring financial performance by net profit or a project’s return on investment (ROI) can help SMBs see how that activity directly impacted the business. Don’t overshoot.

Financial Reporting 94

Financial Reporting Budgeting Accounts Payable Benchmarking 94

PYMNTS

APRIL 18, 2018

PayNet’s data, which analyzed small business borrowing activity in February, found only a slight increase in SMB investment, but the seventh month in a row of loan origination decreases. The slight downturn comes at a time of broader market volatility as the U.K. Private companies are captives of their global markets,” he said.

Marketing 40

Marketing Profit and Loss Benchmarking Currencies 40

E78 Partners

SEPTEMBER 14, 2023

Leaders are at the helm steering their organizations through changing consumer, market, and Board expectations. It involves creating detailed plans and budgets for various aspects of an organization’s operations, such as revenue, expenses, capital investments, and more. Enter – The BP&B Health Check.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

MAY 8, 2024

Organizations of different scales that have invested in ServiceNow want to use their ITSM platform to handle TEM and increase operational effectiveness. Validation and Reconciliation: Once categorized, the telecom expenses are validated against predefined benchmarks or budget allocations.

Leverage 52

Leverage Auditing Compliance Invoicing 52

PYMNTS

DECEMBER 20, 2019

PYMNTS breaks down the latest VC investments below. based Tribal Credit is targeting small businesses in emerging markets, enabling them to access alternative financing. million funding round in a press release this week, with the seed investment led by Aya Peterburg of Haim Sadger and S Capital. Tribal Credit. In the U.K.,

Startups 52

Startups B2B Treasury Benchmarking 52

PYMNTS

JULY 28, 2019

If the transaction is successful, Blackstone will have roughly doubled the value of its original investment in Refinitiv in just nine months. billion in debt at the end of last year due to its leveraged buyout by Blackstone. Refinitiv had $12.2 LSE will be taking on that debt under the proposed deal.

Benchmarking 43

Benchmarking Financial Data Leverage Technology 43

Future CFO

SEPTEMBER 17, 2020

APIs and cloud The next-generation digital platform will use APIs and cloud technology to provide a set of common processing services that banks have historically invested in individually, saving the industry time and money, SWIFT pointed out.

Benchmarking 40

Benchmarking Reconciliations Leverage Securities 40

Spreadym

JUNE 27, 2023

This involves projecting revenues, expenses, and other key financial metrics based on historical data, market trends, and business strategies. By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans.

Financial Planning and Analysis (FP&A) 52

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

VCFO

JANUARY 27, 2022

Leverage Your Relationships. When making decisions in this area, think in terms of time and money invested in your workforce. It is imperative to incorporate periodic (and for key employees, frequent) updates to salary benchmarking studies and hourly pay benchmarking. Diversify Debt.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

PYMNTS

NOVEMBER 24, 2020

But as the media keeps floating the possibility of 90+ percent effective vaccines coming to the market in the not-too-distant future, it’s becoming increasingly apparent that the end – although maybe not quite near just yet – is visible on the horizon. Consolidation in the Market. An Increasingly Crowded Field .

Benchmarking 85

Benchmarking Startups Forecasting Leverage 85

Michigan CFO

JUNE 7, 2023

Virtual CFOs leverage cloud-based accounting systems, collaborative tools, and remote communication to provide financial services to businesses on a part-time or “fractional” basis. They develop financial models and business plans, offer strategic advice for revenue optimization, and assess the financial viability of new products or markets.

CFO 52

CFO Problem Solving Budgeting Communication 52

Spreadym

MAY 31, 2023

Environmental Analysis: Evaluating the external environment, including market trends, competition, technological advancements, regulatory factors, and societal changes. These goals provide a clear direction for the organization and serve as benchmarks for measuring progress.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

PYMNTS

FEBRUARY 7, 2020

Things were a bit more active on the Amazon front, with a big infrastructure investment pushing its market cap back over the $1 trillion line, a new B2B financing partnership with Goldman Sachs potentially in the offing and its expanding stores and services menu. Never underestimate the value of logistics.

eCommerce 52

eCommerce Benchmarking Restructuring Credit Risk 52

PYMNTS

JUNE 6, 2016

The National Retail Federation has asked the FTC to investigate the Payment Card Industry (PCI) Security Standards Council on the grounds that credit card companies “unfairly leverage their brands.” The NRF further notes that the government ought to find a new method by which to benchmark data security.

Benchmarking 40

Benchmarking Construction Auditing Securities 40

PYMNTS

MAY 19, 2017

Businesses are all too aware of these issues, Nurmi said, and have been looking to the market to provide a means to address them. For their part, Basware recently announced a move to meet market demand by incorporating a strategic sourcing offering into its P2P solution suite.

Benchmarking 40

Benchmarking Compliance Invoicing Leverage 40

Future CFO

FEBRUARY 15, 2021

“Just as important is the ability to respond to volatile market challenges,” he added. Also mentioned was the inability to gather data quickly to respond to unpredictable markets which are 28% and remote working leading to greater vulnerability to fraud (33%). COVID-19 accelerates finance transformation. Alleviating concerns.

Financial Data 52

Financial Data Finance Benchmarking CFO 52

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 56

Investments Math Risk Management Benchmarking 56

Future CFO

FEBRUARY 28, 2022

Furthermore, recruitment firm Randstad Malaysia shared that there is an increased demand for workers with digital skillsets, even in more traditional functions such as Accounting & Finance, Human Resources, Sales & Marketing, and Risk & Compliance. So what do we do with these trends? How can employers help?

Finance 52

Finance Accounting Benchmarking Leverage 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

The CFO College

APRIL 8, 2021

Investing time and money every month into expanding your “VIP” could increase your revenue, especially if you commit to doing something to work on these three areas for one hour a day. You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

BlueLight

MAY 6, 2020

The investor update email is a powerful tool to leverage this effectively across a big group of investors. Communication architecture Before we get to the investor updates, it’s important to lay out an overall communication architecture (if you do that well, you can leverage it for this audience too).

Communication 52

Communication Startups Finance Benchmarking 52

Barry Ritholtz

FEBRUARY 21, 2023

And I love business, I love the markets, I want to go there. What sort of challenges — BUCKLEY: A couple of bear markets. BUCKLEY: We’ve had, let’s see, inflation at a 40-year high, tightest labor market of our lifetimes. We have lowered the cost of investing, and we have improved the quality of those funds.

Leadership 107

Leadership Investments Profit and Loss Technology 107

PYMNTS

MAY 5, 2016

Judging from the latest Benchmark Report from CyberSource, online merchants are not only doing a great job of managing fraud, they are doing it across all online channels — and across all types of businesses. There is a lot of information you can leverage on a mobile device,” Schwegman explained. Online fraud problem?

Budgeting 51

Budgeting Benchmarking Technology Leverage 51

PYMNTS

DECEMBER 1, 2017

Moreover, even in its home country, Uber’s dominance has been slipping, with some estimating that rival Lyft will account for as much as a third of the market within the next few years. It also had a lot of people asking what’s next for a company presently valued at nearly $70 billion that has raised over $11.5 billion in funding.

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. 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. Author: Adam Van Deusen.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. 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.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. and inflation levels not seen in several decades.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

AUGUST 21, 2017

million from Benchmark Capital and changed its name to eBay. But it would be over the next four years that eBay would find itself increasingly pulled into a riptide of changing market dynamics. Perhaps leveraging its social networks across all of its platforms around a Marketplace model could be one of those logical paths to explore.

Advertising 51

Advertising Retail Startups eCommerce 51

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 114

Investments Banking Advertising Finance 114