Spreadym

SEPTEMBER 19, 2023

They serve as a benchmark against which actual performance is measured, and any deviations from the budget may require approval or justification. Logistic Growth: Appropriate for modeling situations where growth slows down as a variable approaches a maximum limit, as seen in market saturation.

Budgeting 59

Budgeting Forecasting Cash Flow Forecasting Benchmarking 59

PYMNTS

JANUARY 22, 2020

It will publish studies on new innovations, offer policy positions that it said are bold and will help shape the future of the world, and advocate for the development of AI ethics, which would entail looking at risk management in terms of the harm a product could do.

Benchmarking 52

Benchmarking Risk Management Technology Economics 52

Future CFO

APRIL 24, 2023

There are nine security trends that CFOs need to be aware when working with CISOs and security and risk management leaders. Security and risk management leaders must encourage active board participation and engagement in cybersecurity decision making,” said Addiscott.

Securities 52

Securities Risk Management Benchmarking Restructuring 52

Future CFO

FEBRUARY 27, 2024

Choosing the appropriate benchmarks to assess progress and gauge relative impact becomes a complex navigation exercise. Data collection and management : ESG data often resides in a plethora of departments and systems across the organisation, making it challenging to gather and consolidate effectively.

Leadership 98

Leadership Compliance Financial Reporting Economics 98

E78 Partners

APRIL 9, 2024

According to Accenture , 68% of organizations see an uptick in cyber incidents the month of a deal closure, and mid-market companies are hit the hardest. Their guidance helps align your organization’s cybersecurity processes with established industry benchmarks.

Investments 59

Investments Compliance Securities Benchmarking 59

Spreadym

JUNE 27, 2023

This involves projecting revenues, expenses, and other key financial metrics based on historical data, market trends, and business strategies. This enables management to take corrective actions, implement efficiency measures, and evaluate the success of initiatives.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JUNE 8, 2023

A plan typically covers a longer time horizon, such as three to five years, and encompasses various aspects of the business, including sales, marketing, operations, and human resources. They help organizations anticipate potential risks, identify opportunities, and make informed decisions about resource allocation and strategic planning.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

PYMNTS

MARCH 3, 2017

Citi released a new report this week warning corporate treasurers to improve their FX risk mitigation efforts. Most of the companies surveyed have mature FX risk mitigation solutions deployed in their enterprises, the research found. “It The bank said Thursday (Mar. Yet, status quo prevails.

Treasury 40

Treasury Risk Management Benchmarking Currencies 40

Michigan CFO

JUNE 7, 2023

Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team. 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

Future CFO

JULY 19, 2021

Companies and organisations will continue to be judged in seven main categories, including categories for HSI companies, and other listed companies based on market capitalisation, and public sector organizations based on revenue, HKICPA noted. Raymond Cheng, President of HKICPA and Chairman of Judging Panel of Best CG & ESG Awards 2021.

Benchmarking 52

Benchmarking Leadership Risk Management Communication 52

PYMNTS

JULY 24, 2019

s Conservative Party leadership contest is only the latest geopolitical event sparking concerns among analysts over foreign exchange (FX) markets — and corporates’ ability to react to those changes. With Johnson named as new Prime Minister, analysts are again shifting their focus on the execution of Brexit and how FX markets will be impacted.

Foreign Exchange 57

Foreign Exchange Currencies Treasury Benchmarking 57

CFO Leadership

OCTOBER 10, 2023

Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes. The large language model (LLM) is trained on the financial documents, terminology, trends and data that Bloomberg has collected for nearly a half-century.

Financial Planning and Analysis (FP&A) 115

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

Global Finance

MAY 8, 2024

The Citigroup acquisition bore immediate fruit in the e-payments line, with 25% growth in customers in ASEAN, 26% growth in transaction value to S$129 billion and the capture of 40% market share in Malaysia via the DuitNow e-payment corridor and 60% in Thailand via PromptPay. CCB invested 4.9 increase in fee income.

Banking 52

Banking Profit and Loss Construction Retail 52

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. This involves regular check-ins, updates, and adjustments based on feedback and evolving circumstances.

CFO 52

CFO Communication Finance Budgeting 52

Cube Software

MAY 11, 2023

It’s also useful for risk management as it helps anticipate any financial challenges on the horizon, giving companies enough time to change course or correct any errors. Reviewing historical data of uncollectible accounts and the industry benchmark for bad debt expenses can work out the percentage needed for the forecast.

Sales 52

Sales Financial Planning and Analysis (FP&A) Forecasting Accounting 52

PYMNTS

NOVEMBER 30, 2018

California-based Asana announced $50 million in Series E funding for its work and project management solution, a round that values the company at $1.5 Generation Investment Management led the investment, while existing backers 8VC, Benchmark and Founders Fund also participated. billion, according to a press release.

Startups 62

Startups B2B B2C Investments 62

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So, so let’s talk a little bit about risk management. We actually have a budget for risk management and technology and tools.

Investments 56

Investments Math Risk Management Benchmarking 56

CFO Leadership

APRIL 10, 2023

With increased risk comes the need for increased duty of care. A realistic duty of care policy goes hand-in-hand with effective travel risk management. That risk varies based on an organization’s size, industry, and scope of business travel. And setting a high bar for duty of care means actively tracking employees.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

PYMNTS

NOVEMBER 3, 2020

Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. Clients will also be able to use the data for an enterprise use case, the release stated.

Credit Risk 88

Credit Risk B2B Accounts Payable B2C 88

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

AUGUST 29, 2023

So from a client strategy, marketing standpoint, and then overseeing the investment team. So a variety of risk meetings, a variety of economic meetings. And the reality is that, we know that’s very difficult to do and outperform the broader market. Let’s talk a little bit about the Vanguard Total Market Index.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. It’s a function of log normal returns that we see in, in stock markets. Outperform the market over decades and you’re a winner. Risk management.

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

MARCH 7, 2023

She worked with George Soros, she worked with Steve Cohen at SAC Capital, and ultimately ends up joining Goldman Sachs Asset Management Group, as co-CIO, a fascinating approach to macro, very quantitatively driven and very academic research-oriented. The market microstructure has changed. When do you own growth? When do you own equity?

Investments 63

Investments Marketing Economics Risk Management 63

Barry Ritholtz

MAY 9, 2023

And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting. So I had an interest in the Russian market. One, the London market is where it’s been most of my career. I knew the market, but I also knew the people there. There wasn’t a lot to do. SALISBURY: Yes.

Investments 113

Investments Banking Advertising Finance 113

PWC UK

JANUARY 26, 2021

  Firstly in December 2020, ICE Benchmark Administration (IBA) LIBOR’s administrator, issued a consultation on its intention to cease the publication of GBP, EUR, JPY and CHF LIBOR, as well as one-week and two-month tenors of USD LIBOR after 31 December 2021. . 

Treasury 52

Treasury Benchmarking Risk Management Forecasting 52

Barry Ritholtz

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. I was very lucky to have amazing mentors, amazing people around me who really taught me about the business, taught me about markets.

Investments 113

Investments Marketing Profit and Loss Banking 113

The Charity CFO

APRIL 27, 2022

So, um, my story, I, you know, I graduated from college right after nine 11, which is a horrible time to enter into the job force, especially so for somebody that desperately wanted to work a, in the field of marketing and advertising. How many nonprofit organizations look at digital marketing specifically as a revenue generator?

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

Barry Ritholtz

NOVEMBER 14, 2023

It also has inflation hedging products, as well as macro tail risk products. So we kind of cover and, and we go up and down the market spectrum from micro cap all the way up to large cap. So you don’t get caught up in what’s going on in the market and, and freaking out in essence and, and making bad decisions.

Math 52

Math Leadership Investments Entertainment 52

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. RITHOLTZ: That’s pretty early in the managed futures history.

Profit and Loss 115

Profit and Loss Foreign Exchange Valuation Investments 115

PYMNTS

SEPTEMBER 13, 2018

The country’s central bank has raised its benchmark lending rate to 24 percent from 17.75 The rate hike led to gains for the lira and the local stock market, though some analysts said the bank needs to set its interest rate even higher in response to inflation. Risk Management. The latest news comes from Turkey.

Economics 46

Economics Risk Management Currencies Foreign Exchange 46

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 106

Marketing Treasury Banking Profit and Loss 106