BlueLight

MAY 1, 2020

Traditionally, the chief financial officer (CFO) is responsible for tracking the company’s past and present financial situation and ensuring on-time and accurate financial reporting. This function is called financial planning and analysis (FP&A). The Controller is responsible for accounting and financial reporting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

VCFO

JANUARY 27, 2022

It is in your best interest to know what is happening on a regular basis which may be daily, weekly, or monthly depending on your circumstances. Some of the basics of inflation are covered here in one of our previous blogs. Keep in mind, swaps are financial contracts that can be broken if necessary. But what to do once you know?

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

Planful

JULY 27, 2016

Are you wondering how best to make the business case to your company for investing in a cloud-based planning or reporting solution? Similar challenges are faced when using spreadsheets for financial consolidation and reporting: Too much time spent on data collection. Managing Budgeting, Planning and Financial Reporting in the Cloud.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Value-Added Analysis Budgeting 40

Michigan CFO

JULY 8, 2022

None of these roles could be more important than the chief financial officer (CFO). Many of these services a business owner tries to handle themselves or tries to lean on whatever financial officers are closest to hand. Other Financial Positions to Consider. Financial Reporting. Financial Forecasting.

CFO 40

CFO Forecasting Accounting Planning 40

PYMNTS

APRIL 30, 2018

Benjamin Franklin is best remembered as a signer of the Declaration of Independence in 1776 and a prolific inventor who created the lightning rod after flying a kite with a key on it in a thunderstorm. Honesty is the best policy. trillion; on security-related hardware, software and services at 10 percent a year from a 2018 base of $91.4

Banking 73

Banking Investments Concentration Accounting 73

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” Why advisors might consider looking past some of the big names in advisor technology to find tools that can provide a better experience for themselves and their clients.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 7, 2022

Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! Executive Summary. Author: Michael Kitces. Team Kitces.

Compliance 130

Compliance Communication Planning Concentration 130

CFO News Room

DECEMBER 5, 2022

Welcome to the December 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! Executive Summary. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). navigate a volatile market environment (in both stocks and bonds – oof!) Team Kitces.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 6, 2022

Welcome back to the 310th episode of the Financial Advisor Success Podcast ! Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Planning 130

Planning Budgeting Investments Communication 130

Bramasol

MAY 6, 2022

In too many instances, as CIOs and CFOs implement new software to improve finance processes, the expediency of getting systems up and running quickly can create isolated silos of inefficiency across the enterprise-wide technology landscape. The resulting build up of patchwork software systems is sometimes referred to as "Digital Debt".

SAP 71

SAP Finance Reconciliations Leverage 71

CFO News Room

DECEMBER 13, 2022

Welcome back to the 311th episode of the Financial Advisor Success Podcast ! Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households. Executive Summary. Author: Michael Kitces.

Planning 130

Planning Profit and Loss Leadership Numbers 130

Jedox Finance

NOVEMBER 18, 2021

In the following, we describe different maturity levels (see Figure 1) and ask you to consider which stage best aligns with the current status of your S&OP company processes. In our second blog post on this topic, which will follow shortly, we will demonstrate directly how the software can be implemented using various examples.

Forecasting 52

Forecasting Sales Planning Communication 52

CFO News Room

NOVEMBER 8, 2022

Welcome back to the 306th episode of the Financial Advisor Success Podcast ! Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households. Executive Summary. Author: Michael Kitces.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. It’s cfoclub.co.za

CFO 52

CFO Leadership Accounting Finance 52

CFO News Room

NOVEMBER 29, 2022

Welcome back to the 309th episode of the Financial Advisor Success Podcast ! Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. Executive Summary. My guest on today’s podcast is Anh Tran.

Leverage 130

Leverage Planning Concentration Tax Planning 130

PYMNTS

AUGUST 5, 2016

Intel, for instance, has formulated a unique technology that creates tunnels in which data that needs to be encrypted – account data plus personal data – is sent with retailers doing little more than injecting a software upgrade into the POS terminal. Sounds like a way to turn a fizzle into a sizzle. Venezuela is in a world of hurt.

Profit and Loss 43

Profit and Loss Currencies Accounting Securities 43

Onplan

DECEMBER 16, 2021

This is where a great financial analyst can help you. Start with the end in mind: you want someone who naturally thinks about the business, and the future of the business—not just the financials. Do they address how changes in those metrics that operational leaders promise drive changes to the financial statements?

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

This is where a great financial analyst can help you. Start with the end in mind: you want someone who naturally thinks about the business, and the future of the business—not just the financials. Do they address how changes in those metrics that operational leaders promise drive changes to the financial statements?

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. Authors: Ben Henry-Moreland. Team Kitces.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

NOVEMBER 3, 2022

For many financial advisors, prospecting efforts have traditionally been based on a perspective of scarcity, where the aim was to focus on connecting with and closing as many prospects as possible, regardless of their actual needs. Executive Summary. Read More +. Carl Richards. Guest Contributor. Guest Contributor.

Numbers 130

Numbers Planning Communication Investments 130

CFO News Room

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Mindy Crary.

Planning 130

Planning Investments Accounting Math 130

CFO News Room

FEBRUARY 2, 2022

Welcome back to the 264th episode of the Financial Advisor Success Podcast ! Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. My guest on today’s podcast is Dan Callahan. Author: Michael Kitces.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

SEPTEMBER 5, 2023

So before we get to the pandemic, which obviously had an enormous outsized effect on real estate, let’s talk a little bit about the financial crisis in the mid-2000s, a lot of real estate companies crashed and burned then. How did you manage through the GFC and what sort of world were we existing in back then? MILLER: Correct.

Sales 52

Sales Marketing Numbers Construction 52

Barry Ritholtz

APRIL 11, 2023

The other argument I heard was management compensation — RITHOLTZ: Right. The argument was buybacks are happening because we’re increasingly rewarding management with stock options. Management tends to be terrible timers. DAMODARAN: I don’t think they have the tools, to be quite honest. They match up.

Valuation 114

Valuation Education Finance Investments 114

Barry Ritholtz

MAY 16, 2023

HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. First of all, everything at Bloomberg, the equipment is just like the best of the best. LINDZON: But that was more hardware and music and not internet related to me, you know, because I came from the financial background, so everything was DOS and Windows.

Leverage 111

Leverage Investments Valuation Finance 111

Barry Ritholtz

NOVEMBER 15, 2022

?. The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below. I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. DAVE NADIG, FINANCIAL FUTURIST, VETTAFI: I mean, mostly I got coffee at the beginning.

Finance 107

Finance Investments Math Marketing 107

CFO News Room

NOVEMBER 19, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that AdvisorTech giant Envestnet has announced a partnership with New Zealand-based FNZ that will allow Envestnet to offer custodial services to advisors beginning in the second half of 2023. Executive Summary.

Planning 130

Planning Leadership Healthcare Accounting 130