Corporate Finance Lab

MAY 3, 2022

On 23 February 2022, the European Commission published its long-awaited proposal for a new Directive on corporate sustainability due diligence. This proposal is the next phase of an initiative on sustainable corporate governance , which the Commission launched in 2020. Scope of the proposal.

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Prioritization Compliance Investments Marketing 60

Bramasol

SEPTEMBER 29, 2023

This blog post provides an overview of these major waves of change based Bramasol's more than 27 years of working closely with CFOs and their stakeholders across many industry segments and technology innovation cycles. This involves not just managing financial data but also interpreting it to guide decision-making.

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Anaplan

DECEMBER 27, 2017

This story was originally posted on the Intagnent blog as Using Anaplan’s Application Lifecycle Management to Manage Changes to Your Models. With a rapidly evolving business environment, it’s important for sales organizations to prioritize agility in order to mitigate the impact of unforeseen market dynamics.

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Musings on Markets

APRIL 21, 2022

To give a measure of Twitter's disappointing performance, note that the company's actual revenues in 2021 amounted to $5.1 To give a measure of Twitter's disappointing performance, note that the company's actual revenues in 2021 amounted to $5.1 billion, well below the $9.6 billion, well below the $9.6

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PYMNTS

JUNE 12, 2019

Reports in Cointelegraph this week pointed to an April blog post by Target VP of Architecture Joel Crabb, who revealed the retailer has already piloted blockchain technology to verify paper documents through its supply chain. ” Citing GitHub, reports said the solution was built on the Hyberledger Sawtooth platform.

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PYMNTS

OCTOBER 11, 2019

Still, investors placed more than $368 million into the space, often in the form of Series B rounds for a range of B2B players, including fleet management, small business (SMB) banking and global payments. Fleet management startup Avrios , based in Germany, raised $14.2 million in Series B funding, EU-Startups reported this week.

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CFO News Room

NOVEMBER 14, 2022

Penny Phillips has spent most of her career coaching and consulting financial advisors, business owners, and wealth management institutions. She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support.

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BlueLight

MAY 1, 2020

Large corporation: CFO has a Director of FP&A and a Controller as direct reports, each with a team of analysts. The goal of this blog is to explain what is FP&A and why it is important. It’s important for the CFO to have the financial acumen to manage the Controller and FP&A functions. Let’s get into the details.

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Michigan CFO

JUNE 14, 2022

A Financial Controller is a high-level executive that performs most of the responsibilities as the Comptroller but in the private sector. Both comptrollers and controllers perform similar roles in different organizations. They both manage the accounting operations of public and private organizations, respectively.

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CFO News Room

DECEMBER 29, 2022

Here’s how this index performed in previous years: 2021: 26.89%. Note that Fundrise requires a 0.15% annual advisory fee and an annual asset management fee of up to 0.85%. . annual management fee, which is higher than the fees you’ll pay with most other investments I recommend. Federal Deposit Insurance Corporation.

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Investments Profit and Loss Accounting Finance 130

Planful

SEPTEMBER 26, 2017

Many FP&A teams are stuck on a treadmill of laborious number-crunching, and struggle to manage data across disconnected spreadsheets and aging financial applications. Fortunately for Planful customers, the latest Summer17 release introduces dramatic improvements across the board to help FP&A teams maximize corporate performance.

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PYMNTS

OCTOBER 10, 2019

Yet, as small business financial management company Nav told PYMNTS in the Tracker, KBA still reigns supreme. As a company that enables small business owners to monitor their credit scores and performance, Nav holds a significant volume of sensitive information about its SMB clients.

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CFO Simplified

DECEMBER 26, 2021

Larger companies will require additional positions that work closely with the finance department, such as an HR Manager or attorney. At the large corporation or ALE level, most companies have a hierarchy that demands a full-time CFO, as well as the CEO, COO, CMO, and multiple VPs of departments. This involves planning for the future.

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Barry Ritholtz

JANUARY 9, 2024

Matt Levine : 00:06:34 So I worked in this very weird desk at Goldman that it was corporate equity derivatives. It was derivatives math, it was like working with the traders on like risk management. And I really, I, I didn’t want to be a corporate equity derivatives banker anymore. And that I found less fulfilling.

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PYMNTS

MARCH 20, 2020

economy — the unfolding COVID-19 outbreak and managing the various pieces of economic collateral damage being carried in its wake. Every hourly associate employed by the company as of March 1 will qualify, and it will pay out on April 2,” Walmart wrote in a blog post on the emergency bonus program. to enhance testing efforts.

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Planful

OCTOBER 20, 2016

The Gartner report goes on to recognize that, while financial management applications have been slower to move to the cloud than other domains, such as human resources and procurement, the market is at a tipping point. This is especially true in corporate performance management (CPM, a.k.a. Why Is This Happening? .

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Finance Budgeting Reconciliations Securities 40

Michigan CFO

JULY 8, 2022

Contrary to popular belief, CFOs are not only for large corporations. What you’ll also learn is that there are proven methods for these tasks that can take the guesswork out of managing your business. Financial forecasting is an often overlooked aspect of business management. Enjoying this blog? What Does a CFO Do?

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PYMNTS

APRIL 30, 2018

Today, corporate public relations and communication teams go to great lengths to find any angle to connect what they’re doing to the blockchain so that they, too, can ride its publicity draft. In January, the International Data Corporation (IDC) reported worldwide spending on blockchain solutions would increase to $2.1

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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.

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Forecasting Planning Sales Education 98

CFO Thought Leader

APRIL 1, 2023

We have you have, you have business intelligence, I have investor relations, corporate development, communications and PR, are part of our finance team, which is somewhat unusual. are they performing the way they are? This is Gary Xyla, CFO of asset mark. We have f PNa. Of course, you have controllership. And visibility into cash?

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Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

CFO Simplified

FEBRUARY 13, 2022

Evaluate the company’s past financial performance. Dive deeply into your present financial performance. Improve profitability with cash flow management. Read our blog about the top 5 cash flow tips for entrepreneurs for more information. . Let’s break down a few ways a CFO can add value to your business. .

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CFO Strategic Planning Communication Forecasting 52

Jedox Finance

NOVEMBER 18, 2021

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. Does your S&OP department manage processes and work closely with the Controlling department, which brings together and monitors the data? The 5 stages of the maturity model.

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Forecasting Sales Planning Communication 52

CFO News Room

NOVEMBER 15, 2022

Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. We move that over to the managed account and it works great. My guest on today’s podcast is Stacey Hyde. Author: Michael Kitces.

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Planning Accounting Compliance Math 130

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.

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Valuation Investments Manufacturing Marketing 130

CFO News Room

DECEMBER 26, 2022

Vacasa is a vacation home rental management company. Managing finances can be hard, and sometimes you don’t realize that you’re overpaying in the form of credit card annual fees or bank fees. Even novice writers can earn $50 or more for a basic blog post, and experienced writers can often rake in $500 or more per high-quality piece.

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CFO Talks

FEBRUARY 20, 2024

His career trajectory took him from a trainee at Nolands to financial management roles, leading to his current position as the CFO of T3 Telecoms. We post blog articles on trending issues within the CFO profession. And then he transitioned from there into his role at M idcomp Group as financial manager and later financial director.

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CFO Leadership Accounting Finance 52

Onplan

DECEMBER 16, 2021

In a previous blog , we defined strategic finance as “a way to turn what’s traditionally been a siloed set of processes and functions into a unified, integrated view of your financial performance that takes the entire organization’s perspective into consideration.”. In short, you want a strategic finance person.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

In a previous blog , we defined strategic finance as “a way to turn what’s traditionally been a siloed set of processes and functions into a unified, integrated view of your financial performance that takes the entire organization’s perspective into consideration.”. In short, you want a strategic finance person.

Financial Planning and Analysis (FP&A) 52

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

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. I drive a 2010 Honda Civic, a perfectly serviceable vehicle that is never going to get oohs and ahas from onlookers, but I feel no urge to value Honda.

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Valuation Investments Manufacturing Marketing 80

CFO News Room

DECEMBER 13, 2022

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. I had only ingested the hand-selected messages from the corporate headquarters, and hadn’t really experienced almost anything else.

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Planning Profit and Loss Leadership Numbers 130

CFO News Room

NOVEMBER 29, 2022

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. Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Anh Tran. Team Kitces.

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Jedox Finance

JULY 23, 2020

This week we are pleased to welcome our Diamond Partner, smartPM.solutions , as a guest to the Jedox blog. Headquartered in Austria, they share their expertise on program and project performance management and discuss seven common mistakes and how to avoid them. Many companies work with Excel files in their program management.

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Prioritization Budgeting Communication Planning 52

CFO News Room

NOVEMBER 23, 2022

And for advisors who serve self-employed clients, managing a solo 401(k) plan is often a different process than managing other types of investments. But alongside those advantages, there are some specific rules and regulations that are unique to solo 401(k) plans, which can add to the complexity of setting up and maintaining a plan.

Planning 130

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

Barry Ritholtz

JULY 24, 2023

MIAN, FOUNDER AND MANAGING EDITOR, STRAY REFLECTIONS: Pleasure being here, Barry. And I looked up to you as “The Big Picture” blog. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. Netflix was the best performing stock last decade. RITHOLTZ: Yes.

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Construction Marketing Valuation Investments 52

CFO News Room

JANUARY 16, 2023

I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services and fund managers , while doing close to nothing for the businesses and investors it claims to help, and even less for society. My views on ESG are not a secret.

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Investments Economics Concentration Construction 130

CFO News Room

MARCH 28, 2022

I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services and fund managers , while doing close to nothing for the businesses and investors it claims to help, and even less for society. My views on ESG are not a secret.

Investments 130

Investments Economics Concentration Construction 130

Musings on Markets

MARCH 28, 2022

I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services and fund managers , while doing close to nothing for the businesses and investors it claims to help, and even less for society. My views on ESG are not a secret.

Investments 113

Investments Economics Concentration Construction 113