PYMNTS

NOVEMBER 5, 2019

“As organizations face growing business complexities while navigating increasing competitive pressures, digital transformation is becoming a top priority,” Chief Products Officer Petros Dermetzis said in a blog. The move will help Workday grow its offerings of procure-to-pay services and help speed up delivery of its source-to-pay solution.

Compliance 40

Compliance Investments Planning Marketing 40

Onplan

DECEMBER 28, 2021

Is closing your offices and giving people compensating benefits a good financial move for your bottom line? (Of Of course there are many non-financial considerations, but for this blog we’re focusing on adding up the costs.). How do you weigh and plan for the costs of such a change? Compensation expense.

Planning 98

Planning Financial Planning and Analysis (FP&A) Forecasting Math 98

PYMNTS

OCTOBER 6, 2016

So, although a sale could bring in some much-needed capital to Sears’ bottom line, it is also a sign of just how far the once-iconic retailer has fallen. “Recent reports have suggested that Kmart will cease its operations,” Lampert wrote in a blog post earlier this week. “I percent to $5.66 ”

Sales 43

Sales Retail Planning 43

CFO News Room

NOVEMBER 9, 2022

With crowdfunding, you are pooling your money with other investors, and the company overseeing the plan invests that money into different types of real estate. Buyers can even use a first-time homebuyer program like the FHA loan to purchase properties with up to four units and as little as 3.5% 4: Digital Real Estate.

Profit and Loss 130

Profit and Loss Investments Accounting Marketing 130

Michigan CFO

NOVEMBER 1, 2021

With the increasing popularity of software as a service (SaaS) products, new SaaS companies are popping up every day. A CFO will keep track of spending patterns, finding redundant expenditures eating into your bottom line such as unused software licenses or costly processes. Check out these blogs: CFO for Manufacturing Companies.

CFO 52

CFO Budgeting Forecasting Tax Planning 52

Onplan

DECEMBER 28, 2021

Is closing your offices and giving people compensating benefits a good financial move for your bottom line? (Of Of course there are many non-financial considerations, but for this blog we’re focusing on adding up the costs.). How do you weigh and plan for the costs of such a change? Compensation expense.

Planning 52

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

CFO Simplified

DECEMBER 26, 2021

Here’s a guide to set your accounting and finance department up for success as your business grows. As you audit your accounting and finance departments, you may find there are some key roles missing from your business that could be negatively impacting your company’s bottom line. This involves planning for the future.

Finance 52

Finance General Ledger CFO Auditing 52

Michigan CFO

SEPTEMBER 12, 2022

Planning for a recession is not only insurance against a likely future, it’s a good business practice in general. Check out these other blogs on managing your business’s finances: Making Sense of Financial Statements. Declining prices make planning for future growth very difficult. How Will a Recession Affect My Bottom Line?

Profit and Loss 40

Profit and Loss CFO Budgeting Economics 40

Barry Ritholtz

JANUARY 9, 2024

Barry Ritholtz : 00:02:17 But I had to dig that up. I had to dig up that you were valid Victorian. And so my plan was actually to quit and not do anything and figure out what my next step was. Matt Levine : 00:02:21 I wasn’t really valedictorian. I didn’t give a speech. What was your experience like?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

PYMNTS

SEPTEMBER 16, 2016

August 3–19, 2016 was a period of ramped up distribution for the Galaxy Note 7. Consumer Product Safety Commission (CPSC) released an official statement warning users about the defective Galaxy Note 7 lithium-ion batteries, Samsung also issued a blog post urging users to power down their Galaxy Note 7 and exchange it.

Manufacturing 60

Manufacturing Sales Communication Planning 60

Michigan CFO

JULY 8, 2022

With good financial reporting comes the ability to do good financial planning. Enjoying this blog? With rigorous forecasts, a business owner is better positioned not only for financial planning but also for seeking funding. Financial Planning. You Don’t Have a Financial Plan. Financial Forecasting.

CFO 40

CFO Forecasting Accounting Planning 40

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. This means keeping up to date on products made and regulation changes within your industry.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

PYMNTS

APRIL 19, 2019

While the race for the consumer’s whole paycheck between Walmart and Amazon was somewhat quieter this week than it has been in the for the last several weeks, things started picking up rather notably, and then rather dramatically toward the end. Amazon is reportedly planning on dropping the fee for the music streaming service to $7.99

Advertising 47

Advertising eCommerce Retail Sales 47

CFO News Room

DECEMBER 10, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

Jedox Finance

NOVEMBER 23, 2021

The last blog post from our guest authors at smartPM.solutions was about S&OP maturity and the classification of your current S&OP situation according to the 5-stage Gartner S&OP Maturity Model. If you have not yet determined your S&OP maturity stage, you can do so in our last blog post. Step 2 – Demand planning.

Forecasting 98

Forecasting Planning Sales Education 98

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! Team Kitces.

Education 130

Education Planning Benchmarking Investments 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!). Executive Summary. We recognize (and appreciate!) Authors: Michael Kitces. Team Kitces.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Bramasol

MARCH 24, 2022

A subsequent blog post specifically addressed How Can Carbon Accounting Impact the Value of M&A Deals? Information about climate-related targets and goals, and transition plan, if any. This important issue was previously explored last year in Are You Ready for "Carbon Accounting" Compliance?

Accounting 81

Accounting SAP Analyzing Data IFRS 81

CFO News Room

DECEMBER 26, 2022

It can be tough to come up with money-making ideas that work for you. To get the bonus, you have to set up a direct deposit. You can contact your credit card provider and request a fee refund, or sign up for an app like Recoup. There are no membership fees to sign up, and you can cancel at any time.

Advertising 130

Advertising Sales Accounting Budgeting 130

CFO News Room

DECEMBER 15, 2022

Many advisors have focused on obtaining deeper levels of expertise in broader areas and offering more in-house planning services in those areas (e.g., tax and estate planning) to differentiate themselves. just your revenue would shoot up 20%. Read More +. Read More +.     . If you charge 1.1

Math 130

Math Planning Benchmarking Technology 130

CFO News Room

DECEMBER 13, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Profit and Loss Leadership Numbers 130

Jedox Finance

OCTOBER 29, 2021

In this blog post, we look at sales targets and goal setting from different perspectives and discuss what to consider when defining them. Sales targets should always be planned bottom-up and top-down. Actionable sub-plans motivate and serve the overall goal. What do you need to consider?

Sales 116

Sales Profit and Loss Reconciliations Planning 116

Bramasol

AUGUST 11, 2023

Previous posts in this blog series on the Digital Solutions Economy (DSE) have explored a wide range of issues and solutions as well as deeper dives into DSE implementation in specific industries. Adhering to international data protection standards ensures that the company can operate without hindrance across various regions.

Securities 79

Securities SAP Compliance B2C 79

CFO News Room

JANUARY 27, 2023

I don’t own a Tesla, and have only driven someone else’s Tesla, but as readers of this blog know, I valued Tesla for the first time in 2014, and I keep returning to the scene of the crime. per share in 2022.

Valuation 130

Valuation Investments Manufacturing Marketing 130

CFO News Room

DECEMBER 27, 2022

or how the limiting of in-person workshops during the pandemic has inspired John to offer financial planning and has increased opportunities for his firm to grow and scale even further, then we hope you enjoy this episode of the Financial Advisor Success podcast, with John Stokes. Author: Michael Kitces. Team Kitces. Nice to meet you.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. And it’s not rich in terms of how to pile up money, but rather how to live a rich life by treating money as a tool to do the things that you want to do. SETHI: So, then I end up going to college. And they would never show up.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

Jedox Finance

MARCH 16, 2022

In this blog post, we’ll compare two budgeting methods: the more traditional budgeting approach and the method commonly called “Beyond Budgeting.” Corporate Budgeting is the process of translating an organization’s planning into financial data. A budget is a goal-oriented plan formulated in terms in numbers.

Budgeting 52

Budgeting Benchmarking Planning Financial Data 52

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

Musings on Markets

JANUARY 26, 2023

I don't own a Tesla, and have only driven someone else's Tesla, but as readers of this blog know, I valued Tesla for the first time in 2014, and I keep returning to the scene of the crime. Thus, almost everything I know and practice, when valuing young and start-up companies, I learned in the process of valuing Amazon in the 1990s.

Valuation 80

Valuation Investments Manufacturing Marketing 80

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 130

Planning Investments Accounting Math 130

PYMNTS

JULY 19, 2018

In terms of features, free trials and plan options are popular implementations. In 2017, for example , Pandora announced its plans to offer an on-demand music service similar to that of its competitors in the space. percent – of merchants offered plan options as a subscription feature. in the first quarter.

Planning 41

Planning Communication eCommerce Startups 41

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. My guest on today’s podcast is Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

JULY 24, 2023

And I looked up to you as “The Big Picture” blog. And you sort of see the overlap and similarities and the biases and the common mistakes that keep coming up. Last October we bottomed around 15 in a bit. RITHOLTZ: Wake up call. MIAN: I think during that period, we’re probably up about 1700%, I believe.

Construction 52

Construction Marketing Valuation Investments 52

The Charity CFO

JANUARY 12, 2022

In this episode, you’ll find out: Ways for-profit companies can set up a nonprofit operation or foundation to advance their cause of choice. (4:19). How diversifying your revenue streams communicates a hand-up, not just a hand-out. (7:40). And if that’s true, then how do they get that set up? Tosha Anderson: Absolutely.

Nonprofit 52

Nonprofit Prioritization Communication Accounting 52

Barry Ritholtz

SEPTEMBER 5, 2023

I grew up in the DC area and was living in the Midwest, and my wife and I came to a wedding here and were completely hooked. We actually raised money from Japanese investors through an attorney to start a real estate brokerage firm and got to the bottom of the form where you had to sign the dotted line and said, no, let’s do appraisal.

Sales 52

Sales Marketing Numbers Construction 52

PYMNTS

APRIL 7, 2017

These and other techniques leveraged by Uber have been construed as manipulative, potentially coaching drivers into longer shifts to the benefit of Uber’s bottom line. millennials have no plans to stop using it. This feature can’t be turned off. Last Wednesday, Uber published a response.

Leverage 40

Leverage Numbers Economics Planning 40