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

Centage

JANUARY 4, 2022

It’s that time of year again when many organizations are busy setting business objectives and planning budgets for the next fiscal year. It offers a critical benchmark for comparison enabling stakeholders to see progress or areas of weakness within a given timeframe.

Financial Reporting 94

Financial Reporting Budgeting Accounts Payable Benchmarking 94

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. This isn’t really a fair accusation.

Concentration 141

Concentration Benchmarking Investments Accounting 141

VCFO

JANUARY 27, 2022

Time tested business plans will simply not work without adjustments as inflation takes hold. It is critical to focus on inflation now and make necessary changes to your operating plan to combat it. If you allow your accounts receivable collection cycle to extend too far out, you are essentially losing money on every sale due to timing.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

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. The CFO fosters engagement by involving key team members in the planning process, encouraging feedback, and addressing concerns.

CFO 52

CFO Communication Finance Budgeting 52

VCFO

MARCH 2, 2023

Some may think that makes financial management and strategic planning in a professional services firm simpler. This approach often manifests itself through mental exercises of “we did X in revenue this year and want to do Y% more next year,” but lacks sufficient thought and planning as to how that’s going to happen.

Strategic Planning 64

Strategic Planning CFO Budgeting Planning 64

CFO News Room

NOVEMBER 14, 2022

For many large firms, the challenge of retaining financial advisors is rooted in our industry’s tendency to favor rainmaker-producers who excel in sales over advisor-planners who provide advice and manage relationships. Think about how this alone has impacted the traditional sales culture.

Practice Management 130

Practice Management Planning Leadership Communication 130

Future CFO

FEBRUARY 28, 2022

It helps them review their current skills, identify gaps, and plan learning opportunities to evolve in their roles. DBS’s 2021 Digital Readiness Survey found that only 41% of 1,000 SMEs surveyed had set up a digital transformation plan. Have a look at it now to plan your next steps. So what do we do with these trends?

Finance 52

Finance Accounting Benchmarking Leverage 52

PYMNTS

FEBRUARY 4, 2019

According to the latest PYMNTS mPOS Tracker , almost two thirds – or 63 percent – of retailers plan to offer this option within the next three years. The finding was reported by Boston Retail Partners in its 20th annual POS/Customer Engagement Benchmark Survey. From Dollar General to Roche Bros. Roche Bros.

Benchmarking 50

Benchmarking Retail Leverage Technology 50

The CFO College

APRIL 8, 2021

You’ll really want to delve into the pain points of business owners (saving money, reducing tax burden, and increasing bottom line), tax opportunities and planning, and GAAP accounting and solutions. 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

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

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

DECEMBER 1, 2017

SoftBank and Dragoneer have received indications from Benchmark, Menlo Ventures and other early investors of their intent to sell shares in the tender offer,” the company said in a statement. After some speed bumps – where Uber is going, and how exactly it plans to get there, remains a bit up in the air. We just live in it.

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

Jedox Finance

APRIL 12, 2023

3 In these evolving conditions, integrated business planning (IBP) is gaining momentum because it has the power to unify all the data that matters across finance, HR, and sales into a single platform to drive decisive workforce planning. What is workforce planning?

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

SEPTEMBER 19, 2023

And I forwarded it to him and I, I was very happy at Maryland, wasn’t planning on leaving. There are certain types of employer sponsored plans where some portion of the employees are potentially all are part of non-contributory plans. So you may see portfolios change as a result of, of benchmarking.

Investments 56

Investments Math Risk Management Benchmarking 56

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. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading!

Communication 130

Communication Investments Planning Marketing 130

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. Cross-border online sales in the United States as a share of total eCommerce surged by 40 percent in May compared to the same month in 2019, and the rate of growth was six times higher than in the previous month.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

PYMNTS

JUNE 17, 2016

Physical foot traffic at these large retailers is declining and the small percentage loss of foot traffic on a massive base of in-store sales hits their bottom lines hard. The impact of this “failure to convert,” however, goes beyond a loss in sales. Checkout abandonment is one of the underlying contributors to that result.

Retail 40

Retail Sales Leverage eCommerce 40

Barry Ritholtz

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. BITTERLY MICHELL: Sure.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

FEBRUARY 13, 2023

And then somebody convinced me to go into sales and trading, and I decided to do that. You know, people are comfortable, leverage builds. Was that something you were planning on doing or — RIEDER: No. And because remember, Lehman had the Lehman Agg and that was the benchmark. And you know, I love markets.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

AUGUST 29, 2022

I would go to sales meetings. BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. And so that gave him some leverage to sort of dig in and fight them, and they had to come up with a resolution, and that the board would agree with. I would talk to people internally.

Profit and Loss 64

Profit and Loss Marketing Investments Benchmarking 64

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. In this buyer’s guide to the best FP&A software, we’ll provide an overview of the top financial planning and analysis tools to consider. However, not all FP&A tools are created equal.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk.

Marketing 107

Marketing Treasury Banking Profit and Loss 107