Nerd's Eye View

APRIL 18, 2024

For over a decade, the financial advice industry has been bracing for an "any-minute-now" tsunami of advisor retirements and concomitant sales of financial planning practices. However, while that may be worth a modest discount (say, 5% or so), offering 20%–30% below fair-market value may be unrealistic.

Planning 52

Planning Valuation Benchmarking Sales 52

VCFO

MAY 17, 2024

Evaluation of 154 core data points across six dimensions and in-depth dialogue between you and a CFO steeped in all aspects of business optimization and strategic planning provides a holistic, insightful, and unbiased exploration of your company’s DNA. Benchmarks A v360 roadmap also benchmarks your company against peers in your industry.

Benchmarking 81

Benchmarking Leadership Strategic Planning Valuation 81

Spreadym

JUNE 29, 2023

Revenue planning is the process of estimating and forecasting an organization's future revenue streams. It involves setting revenue targets, developing strategies to achieve those targets, and creating a plan to monitor and adjust the revenue-generating activities over a specific period, such as a fiscal year.

Planning 52

Planning Forecasting Benchmarking Communication 52

CFO News Room

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

Barry Ritholtz

APRIL 11, 2024

There were no disclosure rules, insider trading was rampant, and market manipulation the norm. Deregulating the brokerage industry, SEC allowed trading fees to be set by market competition for the first time in more than 180 years. A new bull market broke out in 1982. During the bull market, this was more or less ignored.

Benchmarking 140

Benchmarking Marketing Investments Securities 140

Spreadym

AUGUST 23, 2023

Workforce planning is the strategic process of identifying and aligning an organization's human resource needs with its overall business goals and objectives. What are the goals of workforce planning process? This might involve identifying skills gaps and developing plans to fill them.

Planning 52

Planning Leadership Compliance Analyzing Data 52

E78 Partners

APRIL 26, 2024

Am I paying market rates for the services my company utilizes? How do I know if we are paying market rates for our network services? TEM benchmarking involves comparing an organization’s technology expenses, processes, and performance against industry standards or similar companies to identify areas for improvement and optimization.

Technology 64

Technology Benchmarking Auditing Leadership 64

Spreadym

MAY 31, 2023

Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

Adam Kae

JULY 17, 2023

As a Chief Financial Officer (AKA ChiefFUNancial Officer) for digital marketing agencies, CFOAdam plays a vital role in ensuring the financial health and growth of your organization. Mastering Budgeting and Forecasting Optimizing financial planning is crucial.

CFO 52

CFO Marketing Cash Flow Forecasting Budgeting 52

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? Why Financial Planning and Analysis (FP&A) is important?

Financial Planning and Analysis (FP&A) 52

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

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? HR and finance must collaborate to refine plans as needed.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

FEBRUARY 2, 2022

He sought to allay concerns over a potential spike in yield in the wake of a larger-than-expected market borrowing of Rs 14.95 Yield is a function of demand-supply fundamentals in the market and several factors, including global ones, feed into that. The Centre’s gross market borrowing is estimated at Rs 10.47

Budgeting 130

Budgeting Benchmarking Economics Finance 130

Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

VCFO

MAY 30, 2024

Its figurative meaning is to plan and prepare appropriately before acting. The literal meaning emphasizes accuracy to maximize efficiency and effectiveness, while the figurative can be translated as failing to plan is planning to fail. Both meanings hold absolutely important applications for business.

Strategic Planning 69

Strategic Planning Benchmarking Planning Leadership 69

CFO News Room

FEBRUARY 1, 2023

On Friday, we will see the first labor market data for 2023. Along with the latest on payroll employment, unemployment, and wage growth, we will also get the final benchmark revisions for the establishment survey (CES). Preliminary benchmark revisions suggest job growth will be even stronger over the last two years than the 11.2

Benchmarking 130

Benchmarking Education Economics Investments 130

CFO News Room

JANUARY 17, 2023

Even within an organization, every operation—risk and compliance, procurement and supply chain, production and operations, marketing and sales—has its own goals to meet. Ever since it entered the consumer car market more than a decade ago, Polestar has branded itself as a producer of eco-conscious, low-carbon-emissions electric vehicles.

Benchmarking 130

Benchmarking Planning Compliance Sales 130

Fpanda Club

JULY 24, 2022

This concept is built on the assumption that the market is not static: existing competitors and new entrants are continuously building capabilities to gain their positions on the market. As for established market players, they demonstrate much higher threshold of proof.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

Nerd's Eye View

SEPTEMBER 2, 2022

A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better. From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness.

Benchmarking 84

Benchmarking Strategic Planning Planning Investments 84

The Finance Weekly

JANUARY 19, 2023

A strategic CFO focuses on creating long-term plans to achieve the company's goals. Specialists in operational finance create financial models that outline the details of business processes and their impact on the company's goals, staff plans, budget, and cash flow.

Leadership 98

Leadership CFO Benchmarking Finance 98

VCFO

JANUARY 20, 2023

Several related questions must be answered as well, including (but not limited to): What position does the business wish to occupy in the market? ( a low-cost option spanning a wide space, a premium-priced offering targeting a niche subset of the market, etc. What can we afford to pay given our financial objectives and commitments?

Benchmarking 77

Benchmarking Leadership Education Compliance 77

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) Thanks again for the opportunity to serve you in 2022, and I’m excited to share more soon about some new initiatives we’re planning to do to support the Financial Advicer community even more in 2023 and beyond! Financial Planning. Authors: Michael Kitces.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

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. Produce scenario plans. For cash and expense planning, use your worst-case scenario to determine the expense base you can take on. Manage every dollar.

Forecasting 98

Forecasting Budgeting Financial Planning and Analysis (FP&A) Benchmarking 98

CFO News Room

JANUARY 9, 2023

But since 2020, there have been some wild fluctuations in the rental market. The vacation-home market also boomed, pushing rents up in smaller resort communities, like Cape Cod, Massachusetts , and towns near ski resorts in Western states. Rents increased too much for low-wage workers and seasonal workers in those areas to afford.

Benchmarking 130

Benchmarking Marketing Budgeting Investments 130

Nerd's Eye View

JULY 22, 2022

Also in industry news this week: A Schwab benchmarking survey shows that RIAs had strong top-line and organic growth in 2021 and that a potential talent crunch remains top of mind for firm leaders. How “buffer assets” could help clients overcome the financial and emotional turmoil caused by bear markets.

Benchmarking 84

Benchmarking Planning Numbers Marketing 84

Barry Ritholtz

DECEMBER 11, 2023

Barron’s ) • CEOs Are Playing Hardball—to Make Stuffed Animals Softer and Softer : Toy makers are racing in a competition for the squishiest creatures in the hot plushies market. Thanks to an inflation adjustment to the 2024 income-tax bracket thresholds, you may save money by deferring year-end income and bonuses to next year.

Benchmarking 98

Benchmarking Investments Sales Planning 98

CFO News Room

NOVEMBER 15, 2022

What if you’re not 100% comfortable investing all your money in the stock market? It’s a widely used benchmark for US stock market performance. Interestingly, even though the S&P 500 gives a better representation of the “stock market” performance, my financial planning clients always used the Dow Jones as their reference.

Investments 130

Investments Benchmarking Finance Marketing 130

VCFO

JULY 12, 2022

Business leaders, investors, and market watchers are increasingly concerned about the possibility of an economic downturn in the relatively near future. Build, Update, and Monitor a Solid Cash Plan. Developing a regularly updated, accurate cash flow plan is arguably the first thing to have in hand. Optimize now.

Benchmarking 81

Benchmarking Restructuring Economics Technology 81

The Charity CFO

DECEMBER 20, 2023

How does one help clients understand their benchmarking? An organization is comparable to another within the same industry, and therefore they use each other to gauge success when it comes to meeting KPI goals and industry benchmarks. 180 MG looks at people, processes, and planning to identify a balance between the three of them.

Nonprofit 52

Nonprofit Benchmarking Healthcare Restructuring 52

Spreadym

SEPTEMBER 19, 2023

Budgeting and forecasting in business are both financial planning tools used by businesses, but they serve different purposes and have distinct characteristics. It is a plan for how a company intends to allocate its resources to achieve its financial goals. Here's an overview of the key differences between budgeting and forecasting.

Budgeting 59

Budgeting Forecasting Cash Flow Forecasting Benchmarking 59

Barry Ritholtz

OCTOBER 13, 2023

My Paraskevidekatriaphobia morning train WFH reads: • The Excitement, Danger, and Unknown of Small-Cap Investing’s Comeback : SouthernSun Asset Management has waited years for a market as promising as this one for its little-known stocks.( Sapient Capital ) • Taylor Swift Re-Recorded Albums Into Hits. Can It Be Done Again?

Benchmarking 52

Benchmarking Concentration Advertising Investments 52

CFO News Room

FEBRUARY 3, 2022

The iconic tipping point came when IBM was planning to launch a personal computer but lacked an operating system. Since then, Microsoft has grown into a consistently strong revenue performer and one of the largest companies in the world by market cap. The Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).

Benchmarking 130

Benchmarking Investments Marketing Sales 130

CFO News Room

DECEMBER 17, 2022

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

Education 130

Education Planning Benchmarking Investments 130

VCFO

NOVEMBER 1, 2023

Identify opportunities for operational improvement and incorporate strategic adjustments in the planning for the year ahead. It seems obvious, but actively reviewing actual vs. planned results and understanding the variables at play is imperative to identifying areas of improvement.

Finance 91

Finance Strategic Planning Auditing CFO 91

Barry Ritholtz

OCTOBER 15, 2023

NBC News ) see also Hamas Attack on Israel Brings New Scrutiny of Group’s Ties to Iran : Officials from Iran and Hezbollah helped plan the attack, people familiar with the operation said, but the U.S. The wild card this time is Iran, Israel’s most powerful foe and a growing force in oil markets.

Benchmarking 57

Benchmarking Accounting Planning Marketing 57

Barry Ritholtz

OCTOBER 17, 2023

My Two-for-Tuesday morning train reads: • Trading Stocks Loses Its Thrill: ‘I Would Get Burned’ Individual investors are dialing back on risks across markets. US government says its intelligence agencies have yet to find proof that Iran planned these attacks. Trading and athletics have many parallels. It’s a Good Time to Buy.

Benchmarking 61

Benchmarking Entertainment Healthcare Sales 61

Centage

SEPTEMBER 5, 2023

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. Additionally, businesses should evaluate regional market specifics, historic sales data, and demand fluctuations throughout the months and years.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 98

Centage

SEPTEMBER 11, 2023

Budget vs actuals analysis allows you to assess how well your organization is following its financial plans. Did changes in market conditions cause it? Develop a plan to address the variances in your financial forecasting. Investigate the Causes: Dig into each significant variance to get to the root cause. Take Action.

Financial Planning and Analysis (FP&A) 105

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