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

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

Centage

SEPTEMBER 5, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. Three: Benchmark Industry Profitability Ratios Your profit margin might look weak to you, but is it? Benchmark your industry before looking at your profitability so you know what to aim for.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

AUGUST 17, 2023

Prioritize the parameters that align with the CFO's responsibilities and strategic goals. Remember that the goal of the CFO dashboard is to provide a clear and concise overview of the organization's financial performance and health. While it's important to include relevant metrics, avoid overwhelming the dashboard with too much information.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

Centage

APRIL 12, 2022

Our goal is to establish benchmarks, identify trends, and support on-going development of products and services that best fulfill our customers’ needs. In addition, 74 percent of finance leaders said that investing in technology projects is a top priority that will help them achieve that revenue growth year over year. .

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JUNE 8, 2023

These goals could include increasing revenue, improving profitability, reducing costs, optimizing cash flow, expanding to new markets, or achieving a specific return on investment. This may involve determining pricing strategies, cost reduction initiatives, revenue growth plans, investment strategies, or capital structure decisions.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

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. Strategic Planning Support: Financial Planning and Analysis plays a crucial role in supporting strategic decision-making processes.

Financial Planning and Analysis (FP&A) 52

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

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. By prioritizing adoption and the employee experience, Power BI helps enterprise teams optimize operations, increase profits, and see incremental ROI year after year.

Education 52

Education Benchmarking Prioritization Data Analysis 52

Spreadym

MAY 31, 2023

These goals provide a clear direction for the organization and serve as benchmarks for measuring progress. Return on Investment (ROI): Calculate the ROI for specific initiatives or investments to assess their effectiveness and prioritize resource allocation. This helps assess employee satisfaction and retention efforts.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

Barry Ritholtz

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

FEBRUARY 21, 2023

We have lowered the cost of investing, and we have improved the quality of those funds. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. You were chief investment officer and chief information officer, an unusual combination, and then to be elevated to CEO.

Leadership 107

Leadership Investments Profit and Loss Technology 107

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. How would you prioritize them?

Practice Management 130

Practice Management Planning Leadership Communication 130

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. Incident Management: ServiceNow ITSM includes robust incident management capabilities for logging, categorizing, prioritizing, and resolving IT issues and service disruptions efficiently.

Leverage 52

Leverage Auditing Compliance Invoicing 52

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

CFO Leadership

APRIL 10, 2023

Achieving that goal means investing time and money, mostly around planning and implementing best practices. Prioritize personal outreach when something goes wrong; it puts employees at ease and ensures they feel well cared for. Be accessible. Employees need access to information 24/7/365 through multiple avenues. Be personal.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

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

Barry Ritholtz

OCTOBER 3, 2023

How fundamental was that to your learning about investing, trading risk management, starting with futures? So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. So I, I think we’re under invested as a country on cyber. You sell a naked call, you [ Barry Ritholtz ] Right.

Marketing 107

Marketing Treasury Banking Profit and Loss 107