Future CFO

MAY 2, 2023

Deloitte FutureCFO spoke to Mike Polaha , senior vice president for finance solutions and technology at BlackLine , for his take on how CFOs and other finance leaders can improve the odds of successful transformation. Digital technologies aid in managing the workload of existing employees by relieving the burden of repetitive backend work.

Finance 52

Finance Benchmarking Leadership Communication 52

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

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

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

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

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. What is ITSM within ServiceNow?

Leverage 52

Leverage Auditing Compliance Invoicing 52

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

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

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

PYMNTS

NOVEMBER 6, 2019

million Series A funding round, led by Benchmark. “We’d like to thank our early customers and partners that have all generously shared their time, knowledge, ideas and feedback with us over the past year as we’ve built out our core platform technologies. . FinTech startup Digits has announced the close of a $10.5

Startups 43

Startups Benchmarking Leverage Financial Reporting 43

Spreadym

JUNE 27, 2023

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. Use of Technology and Tools: Assess the utilization of technology and tools in the Financial Planning and Analysis function.

Financial Planning and Analysis (FP&A) 52

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

Michigan CFO

JUNE 7, 2023

Evolution of the Virtual CFO Concept With the rise of remote work and advancements in technology, the concept of a virtual CFO has gained significant traction. 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.

CFO 52

CFO Problem Solving Budgeting Communication 52

PYMNTS

FEBRUARY 28, 2020

credit unions have invested in anti-malware, firewalls and other technologies to protect members’ personal data, but such measures are reactive. Many are leveraging the Automated Cybersecurity Examination Tool, developed by the National Credit Union Administration (NCUA), to bridge this gap.

Profit and Loss 52

Profit and Loss Securities Benchmarking Nonprofit 52

PYMNTS

NOVEMBER 24, 2020

We have four high-growth food brands in our group, all benefiting from our strong growth engine, technology and supply chain infrastructure.”. And HelloFresh isn’t the only firm investing in the perceived big future of D2C prepared meals. CPG brand Nestlé announced that it has closed a deal to acquire Freshly , a U.S.

Benchmarking 85

Benchmarking Startups Forecasting Leverage 85

Future CFO

FEBRUARY 15, 2021

The pandemic has exposed gaps in the policies, the processes, the technologies that finance and accounting rely on. I am not saying to go rip off the technologies that they have already got in their organizations but try to leverage and see what can work with them,” explained Smagh. The visibility conundrum.

Financial Data 52

Financial Data Finance Benchmarking CFO 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. Market Cap Watch: Back to the Trillionaire Club With Logistic Investments.

eCommerce 52

eCommerce Benchmarking Restructuring Credit Risk 52

Future CFO

FEBRUARY 28, 2022

As organisations look to re-designing their capabilities, technologies from IoT to automation, emerging AI and machine learning to cybersecurity will be blended to anticipate and meet new challenges. Following which, they can carry out talent mapping with capability planning and benchmarking their finance team’s current and future skills.

Finance 52

Finance Accounting Benchmarking Leverage 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

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. advisors in their 20s and early 30s) grew up in a culture and era characterized by technology and social media. There are several reasons for this.

Practice Management 130

Practice Management Planning Leadership Communication 130

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

FEBRUARY 21, 2023

We have lowered the cost of investing, and we have improved the quality of those funds. It forced us to make some tough choices in that time in some big investments, whether we were building out our advice capabilities and building virtual teams to do it, or you know, tough choices in our retirement business.

Leadership 108

Leadership Investments Profit and Loss Technology 108

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

PYMNTS

APRIL 2, 2018

Duvedi said there’s more to it than introducing technology, even if that technology is rich with features and functionality. Businesses may think they’ve done their part by deploying new tech – yet without adoption by both employees and suppliers, Duvedi said, that investment delivers no value. The second A is adoption.

Accounts Payable 50

Accounts Payable Invoicing Benchmarking Numbers 50

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

All of this [bad] news is expected to impact the rather complex investment deal that Uber and a SoftBank-led consortium are trying to close in order to add $7 billion to the $10 billion flow into Uber’s coffers. 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

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

CFO Leadership

APRIL 10, 2023

As a customer-obsessed organization , Navan wants to ensure travelers using our technology are cared for at every step of the journey. Achieving that goal means investing time and money, mostly around planning and implementing best practices. Leverage technology. Organizations need to do better. Be accessible.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

CFO News Room

DECEMBER 26, 2022

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. Financial Planning.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

AUGUST 21, 2017

million from Benchmark Capital and changed its name to eBay. Margins have taken a hit at the hands of investments in marketing, seller services and the core product to keep sellers on board, new buyers coming and existing ones spending. From the Living Room to the Basement. For much of its first decade, eBay was on a roll.

Advertising 51

Advertising Retail Startups eCommerce 51

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. But while benchmarking surveys can be helpful to see what tactics the ‘average’ firm is using, some firms might not be optimizing the use of their own internal firm data to discover ways to generate more referrals.

Education 130

Education Planning Benchmarking Investments 130

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

PYMNTS

NOVEMBER 3, 2020

Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. The connection will let firms that have invested in Aptean digitize their AP processes with Palette's offering.

Credit Risk 88

Credit Risk B2B Accounts Payable B2C 88

CFO News Room

FEBRUARY 2, 2022

David Conrod, what a fascinating career in the world of capital raising and private equity from Guggenheim Partners to FocusPoint Capital, he really has seen just a little bit of everything and is very, very knowledgeable about how that side of the investment world works. HSBC sponsored the team to invest in India and South Asia.

Investments 100

Investments Economics Numbers Marketing 100

CFO News Room

DECEMBER 3, 2022

We also have a number of articles on investments: How launching an ETF can create efficiencies for advisors and their clients alike. For these individuals, advisors who leverage advanced retirement income planning techniques could be particularly attractive. This means ensuring employees have what they need (e.g.,

Communication 130

Communication Investments Planning Marketing 130

Barry Ritholtz

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. We were originally very equity heavy back in the day, and we made a lot of investments on the fixed income side. So fixed income is now a substantial percentage of our assets.

Investments 61

Investments Marketing Numbers Valuation 61

Future CFO

JULY 26, 2021

COVID-19 may have reset the discussions around the right use of technology when it comes to digital transformation. The pandemic requires CFOs to strike a balance between being mindful of expenditure and investing in mission-critical processes that support growth. Guided by best practices. End-to-end integrated cloud solution.

SAP 52

SAP CFO Planning Compliance 52

Barry Ritholtz

MARCH 7, 2023

So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this. VASSALOU: In the case of value versus growth, it’s more related to the level of GDP growth and investment growth, and the different sectors of the economy. VASSALOU: I think it’s much more nuanced. VASSALOU: Yeah.

Investments 65

Investments Marketing Economics Risk Management 65

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 116

Investments Marketing Profit and Loss Banking 116