Adam Kae

MARCH 12, 2024

The Digital Marketing Landscape: Challenges and Opportunities Embracing Sales Strategy for Success Running a digital marketing agency is no walk in the park. Leveraging a Fractional CFO's Expertise Introducing the Secret Weapon: Fractional CFO Services This is where the magic happens. Your success story awaits!

Sales 52

Sales CFO Communication Benchmarking 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. 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

Barry Ritholtz

AUGUST 26, 2022

What he saw stunned him: The previous broker outsourced much of his asset management to third-party managers; Digging into the specifics he was gobsmacked by the details: Sub-$1m accounts charged 1.25% for a high turnover, actively managed SMA which lagged its benchmark by a few 100 basis points.

Concentration 141

Concentration Benchmarking Investments Accounting 141

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

CFO Leadership

APRIL 10, 2023

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. Leverage technology. Leverage tools that provide omnipresent support should disruptions occur.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

The Finance Weekly

MARCH 5, 2024

Next, came a new solution, Datarails Connect , which leverages Excel's success to transform it into a kind of self-service BI solution, enabling finance professionals to become truly independent by connecting their entire data stack to Excel in a simple and self-service manner.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 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. This step is crucial for identifying areas that need improvement and those that are working flawlessly.

Financial Planning and Analysis (FP&A) 105

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

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

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

PYMNTS

MAY 29, 2020

Fast forward from Minut’s founding in 2014 to today, and the focus is to provide security that leverages motion detection and sound to monitor homes without compromising privacy. In some cases, according to Mattisson, guests weren’t taking care of the properties as well as they should have.

Benchmarking 101

Benchmarking Securities Leverage Healthcare 101

Future CFO

FEBRUARY 27, 2024

Choosing the appropriate benchmarks to assess progress and gauge relative impact becomes a complex navigation exercise. Some key ESG considerations, like employee well-being or community engagement, are inherently qualitative and often lose meaning when quantified using standardised measurements.

Leadership 98

Leadership Compliance Financial Reporting Economics 98

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

PYMNTS

JANUARY 15, 2020

The unit currently serves more than 400 SMB clients in Finland, where Basware is based, and in other markets around the world. Basware said the unit has already deployed its own research and development, sales and marketing, delivery, support and other operational teams. I believe there is more potential in this business.”

Accounts Payable 52

Accounts Payable Benchmarking Invoicing 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. Or perhaps analyzing the results of a marketing effort by evaluating the cost per lead is a valuable metric. KPIs enable you to track the most important metrics for your organization. Don’t overshoot.

Financial Reporting 94

Financial Reporting Budgeting Accounts Payable Benchmarking 94

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

PYMNTS

APRIL 18, 2018

The slight downturn comes at a time of broader market volatility as the U.K. Phelan said it is too premature to deduce that these geopolitical factors had any significant impact on the February Index’s reading, but did warn that Canada’s position in the market means that its SMBs are at least indirectly exposed to these pressures.

Marketing 40

Marketing Profit and Loss Benchmarking Currencies 40

Nerd's Eye View

FEBRUARY 14, 2023

In this episode, we talk in-depth about how Jim built Sanctuary’s “Partnered Independence” platform for advisors who want to run their own practices serving HNW clients while leveraging Sanctuary Wealth’s support system that offers technology, compliance, practice management and training groups, digital marketing, and even ultra-HNW (..)

Benchmarking 52

Benchmarking Compliance Practice Management Leverage 52

Nerd's Eye View

MARCH 14, 2023

Nancy is the CEO and Founder for Benchmark Wealth Management, an independent RIA affiliated with LPL Financial based in Memphis, Tennessee, that oversees nearly $340 million in assets under management for almost 1000 client households.

Benchmarking 52

Benchmarking Leverage Planning Finance 52

E78 Partners

SEPTEMBER 14, 2023

Leaders are at the helm steering their organizations through changing consumer, market, and Board expectations. 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. Enter – The BP&B Health Check.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 4, 2022

Representation goals — whether based on industry benchmarks or population data for the appropriate city, state, or country — are one component, but it’s equally important to incentivize leaders and create accountability systems to help make those strategies a success. But companies can and need to do more to fully leverage this role.

Investments 100

Investments Leadership Accounting Analyzing Data 100

VCFO

JANUARY 27, 2022

Leverage Your Relationships. It is imperative to incorporate periodic (and for key employees, frequent) updates to salary benchmarking studies and hourly pay benchmarking. Benchmark employee compensation to competitors and across industries. Diversify Debt. Now is a good time to explore diversifying your lenders.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

PYMNTS

JULY 28, 2019

billion in debt at the end of last year due to its leveraged buyout by Blackstone. LSE operates equity and derivatives markets including the London Stock Exchange, Borsa Italiana, MTS and Turquoise. It has also expanded into the information services business including financial indexing, benchmarking and analytics services.

Benchmarking 43

Benchmarking Financial Data Leverage Technology 43

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) 10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies – Industry benchmarking studies can be a valuable tool for advisory firm owners to make better business decisions.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Future CFO

SEPTEMBER 17, 2020

The planned platform capabilities build on SWIFT’s recent successful transformation initiatives, including SWIFT gpi, the benchmark in cross-border payments messaging, and leverage the cooperative’s reach across more than 11,000 institutions in 200 countries and territories, the organisation pointed out.

Benchmarking 40

Benchmarking Reconciliations Leverage Securities 40

PYMNTS

OCTOBER 29, 2019

AFS installed USA Technologies ‘ Seed Pro, Seed Markets and Seed Office solutions to track its needs with one platform. The report notes that AFS was able to onboard the new technology into its operations in as little as four months, leveraging one enterprise-wide platform for its vending machine and office coffee business.

Sales 40

Sales Benchmarking Leverage Technology 40

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

CFO News Room

DECEMBER 3, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services. Why wrap fee programs appear to be in the crosshairs as the SEC begins to enforce Reg BI.

Communication 130

Communication Investments Planning Marketing 130

Future CFO

JANUARY 8, 2023

There are top nine workplace predictions that business leaders must address in 2023 and beyond to successfully navigate today’s labor market and continue to drive business outcomes, said Gartner recently. According to the advisory firm, the top nine workplace predictions are as follows.

Benchmarking 52

Benchmarking Prioritization Auditing Education 52

Jedox Finance

APRIL 12, 2023

Does HR understand our workforce’s current capabilities and talents, and how they can be leveraged so that teams can work together efficiently? When setting expectations, the ability to calculate target productivity ratios of employees against industry benchmarks is illuminating for boards and potential investors.

Financial Planning and Analysis (FP&A) 52

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

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

JUNE 27, 2023

This involves projecting revenues, expenses, and other key financial metrics based on historical data, market trends, and business strategies. FP&A also helps assess financial risks, such as liquidity risks, market risks, or operational risks, allowing organizations to develop risk mitigation strategies and contingency plans.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

DECEMBER 20, 2019

based Tribal Credit is targeting small businesses in emerging markets, enabling them to access alternative financing. Hourly said it will use the capital to fuel market expansion. The Series A funding was led by Benchmark, the company said in a press release , though they did not elaborate on exact plans for the funds.

Startups 52

Startups B2B Treasury Benchmarking 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

JULY 26, 2021

Still, for others, it is about upgrading internal processes so that the business is more efficient, responsive, or resilient to changing market dynamics. The ERP vendor should understand the industry benchmarks and best practices and leverage these to guide the company forward. Getting it right with the cloud.

SAP 52

SAP CFO Planning Compliance 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

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

PYMNTS

NOVEMBER 18, 2020

I think many are discovering that what [Visa] does well is offer help where scale is something that they want to leverage and not necessarily build themselves,” Angelos said. “It It becomes particularly evident when you're connecting across geographies and across networks that it's a very difficult footprint to recreate.

Benchmarking 73

Benchmarking Banking Leverage Numbers 73