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

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

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

Spreadym

JUNE 27, 2023

This involves projecting revenues, expenses, and other key financial metrics based on historical data, market trends, and business strategies. By forecasting revenues and expenses, and creating budgets, organizations can prioritize investments, set realistic targets, and optimize resource allocation across departments or business units.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 14, 2022

Creating content, building a social media presence, leveraging platforms like YouTube, and developing as an influencer within a certain target group are business development tactics that should be encouraged for associate advisors who have the desire and ability to engage in them. How would you prioritize them?

Practice Management 130

Practice Management Planning Leadership Communication 130

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 were losing market share in the critical retirement, the 401(k) business.

Leadership 108

Leadership Investments Profit and Loss Technology 108

Barry Ritholtz

OCTOBER 3, 2023

[ Gary Cohn ] 00:03:56 So two years earlier, and now we’re going back in time, the summer of 80, for those of you that remember the summer of 80, the Hunt brothers at that point were silver, were exactly, were trying to corner the gold and silver market. They were buying the, the Comex market. It was brand new.

Marketing 108

Marketing Treasury Banking Profit and Loss 108