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.

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

JANUARY 15, 2023

As Twitter user base and influence have grown, there has been one area where it has conspicuously failed, and that is on business metrics. That said, I tweet less than ten times a month and follow only three people (three of my four children) on the platform. My forecasted revenues for 2023 of $11.2 by December 26, 2013. .

Valuation 130

Valuation Advertising Numbers Education 130

Future CFO

APRIL 13, 2023

Kabir Ahmed Shakir , chief financial officer at Tata Communications oversees the financial management of the company. At Tata Communications, we have extended our regular metrics of deal profitability to deal cashflow. Capital management becomes the centre point of how we do it. That's the reality."

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Communication CFO Leadership 52

Adam Kae

MAY 30, 2023

Today, we delve into the captivating realm of financial automation and explore how it can revolutionize the way we manage our agency's finances. By integrating accounting software, such as QuickBooks or Xero, with our project management tools, we can automate the creation, delivery, and tracking of invoices.

Marketing 52

Marketing Invoicing CFO Reconciliations 52

Bramasol

MAY 31, 2023

In some cases, a full-stack deployment makes sense however in other scenarios, companies may be best served by combining one or more specific applications such as Subscription Billing, Convergent Invoicing, Convergent Charging, Sales Order Management, Convergent Mediation, Sales & Distribution, etc.,

SAP 78

SAP Compliance Transportation Leverage 78

PYMNTS

APRIL 1, 2020

The increase started in February, with online orders up 108 percent year over year, according to Quantum Metric. Melnyk , professor of operations and supply chain management at Michigan State University. Listrak has reported a 40 percent jump for eCommerce since the state of emergency was declared on March 12.

eCommerce 86

eCommerce Advertising Retail Budgeting 86

Adam Kae

JULY 17, 2023

In this blog post, we will explore key financial strategies that can help you effectively scale your agency and drive long-term success. Cost Control and Expense Management Efficient cost control is a part of maintaining healthy profit margins. The key to growing your agency will always be creating more revenue.

CFO 52

CFO Marketing Cash Flow Forecasting Budgeting 52

Bramasol

JUNE 16, 2023

Several times in the past, this blog series has focused on various big picture issues regarding environmental, social and governance (ESG) programs, compliance and carbon accounting solutions. Engaged employees are more productive, more likely to stay with the company, and contribute to its success.

Education 80

Education Compliance Risk Management Communication 80

PYMNTS

JULY 16, 2020

It is not difficult to roll out a robust reservation solution in a short period of time,” says a blog post on the Retail Industry Leaders Association. The RILA blog recommends a new application from FareHarbor, which provides the back end for Booking.com, Google Reservations, Expedia and TripAdvisor. In the U.K., In the U.S.

Retail 61

Retail Technology Numbers Investments 61

PYMNTS

DECEMBER 29, 2019

“To help manage the extremely fast growth of Wyze, we recently initiated a new internal project to find better ways to measure basic business metrics like device activations, failed connection rates, etc.,” he said in the post. “We However, a mistake was made by a Wyze employee on Dec.

Securities 52

Securities Planning 52

PYMNTS

APRIL 27, 2020

In comparison to other verification methods, users can easily find microphones for signing in to their accounts rather than paying for fingerprint scanners or iris cameras,” noted a recent blog by biometric technology firm M2SYS. “It It is a low-cost security check for website managers as well as consumers.”.

eCommerce 65

eCommerce Securities Technology Accounting 65

The Finance Weekly

APRIL 12, 2022

These specifics will provide much-needed context for the metrics you're trying to regulate or enhance. Familiarize yourself with the management team and board Keep in mind that finance is the most cross-functional business area of a company. Consider the CFO's role as a mixture of problem-solving and business management.

Financial Planning and Analysis (FP&A) 98

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

Michigan CFO

SEPTEMBER 29, 2021

What once was known as a role for managing a company’s finance and accounting has changed into a role that concerns far greater responsibilities with new expectations. Check out these blogs: The Best Time to Make a Profit is ALWAYS Customer Analysis – Staying in Touch With Change Three Measurements of a Company’s Financial Health.

Manufacturing 52

Manufacturing CFO Compliance Forecasting 52

Creative CFP

OCTOBER 5, 2020

The purpose of a management report is typically to gather data from the various parts of a business in order to report back to management on certain key performance indicators (KPIs). This means that time and energy is not spent on laboriously putting together a management report that could still be riddled with errors.

Profit and Loss 52

Profit and Loss Invoicing Banking 52

Musings on Markets

APRIL 21, 2022

Revenues, Profits and Stock Prices As Twitter user base and influence have grown, there has been one area where it has conspicuously failed, and that is on business metrics. That said, I tweet less than ten times a month and follow only three people (three of my four children) on the platform. My forecasted revenues for 2023 of $11.2

Valuation 99

Valuation Advertising Numbers Education 99

E78 Partners

APRIL 10, 2023

In today’s rapidly evolving dental industry, practice owners and Dental Service Organizations (DSOs) face numerous challenges in managing patient care, ensuring compliance, and maintaining profitability. In addition, DSOs can efficiently manage and organize the vast amounts of data generated across multiple locations.

Practice Management 52

Practice Management Compliance Problem Solving Securities 52

CFO News Room

JANUARY 27, 2023

By Lambert Strether of Corrente. “We We are what we repeatedly do. Continous mass infection by Covid is a recipe for falling life expectancy, already achieved in the United States , whether the cases are “mild” or not. As with deaths of despair , eugenics is what our rulers “repeatedly do.” It is what they are “excellent” at.

Leverage 100

Leverage Economics Construction Transportation 100

PYMNTS

MARCH 2, 2020

After rumors of decline, CUs kicked off the roaring 2020s with higher metrics across the board – mortgage loans up by a staggering 81 percent, loan originations up almost 30 percent year over year, and non-real estate loans up by double digits. Quite the opposite, actually. Seems that everybody likes credit unions—including cybercrooks.

Profit and Loss 52

Profit and Loss Education Compliance Securities 52

PYMNTS

NOVEMBER 24, 2020

At a time when economic uncertainty looms large around the world, double- and triple-digit growth metrics are simply too large to be ignored. during a recent CPG panel discussion hosted by PYMNTS. The one thing that will keep the commitment to – and investment in – D2C humming along is growth.

Retail 62

Retail Manufacturing eCommerce Prioritization 62

PYMNTS

OCTOBER 1, 2020

It's clear that the newspaper industry has long faced economic challenges,” Brad Bender, Google's vice president of product management for news, told CNN Business on launching the product. “I What the relevant metrics are in those categories or what monetary value Google will assign to them remain question marks.

Investments 74

Investments Planning Economics Numbers 74

BlueLight

MAY 1, 2020

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. The main point here is that FP&A should be in the room when senior management lays out the multi-year strategic plan.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MARCH 30, 2016

The redesign specifically looks to hone the platform’s look around a retailer’s goals — increasing conversion, driving physical traffic, pushing up app downloads — and only show them data relevant to the metrics they are actually tracking. You want the data you care about at your fingertips.

Retail 40

Retail Advertising Marketing 40

CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. What does it look like to you now?

Sales 52

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

PYMNTS

APRIL 13, 2016

Government procurement is the face of small business support, and the adoption of source-to-pay, spend management and digital invoicing tools can become a catalyst for adoption in the private sector. Recent analysis from Bloomberg Government and the National Contract Management Association (NCMA) agree, at least on the state level.

Performance Measuring 40

Performance Measuring Invoicing Numbers Vendor Management 40

Michigan CFO

JULY 8, 2022

What you’ll also learn is that there are proven methods for these tasks that can take the guesswork out of managing your business. A CFO can create financial reports that simplify the bookkeeper or accountant numbers into informative metrics that a business owner can act upon. Enjoying this blog? Financial Reporting.

CFO 40

CFO Forecasting Accounting Planning 40

The CFO College

APRIL 8, 2021

You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking. You can write blogs, be a podcast guest, teach online webinars to a targeted business owner audience, speak at live events, submit articles to industry publications, put on your own events, or produce your own podcast.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

VCFO

NOVEMBER 1, 2023

See our previous blog about R&D Tax Credit Qualification for Businesses.) These actions might include: A blitz on collection of past due receivables to reduce cash tied up in past due accounts, reduce bad debt exposure and improve DSO (days sales outstanding – a metric often scrutinized by lenders). What About Borrowing?

Finance 91

Finance Strategic Planning Auditing CFO 91

PYMNTS

JUNE 14, 2019

While this tracker normally focuses entirely on the moves and counter-moves of Walmart and Amazon as they race for the greater share of the consumer’s whole paycheck, every once in a while another player manages to scoop them both in the headlines competition. That is the first time the company has publicly disclosed that metric.

eCommerce 40

eCommerce Retail Leverage Startups 40

Bramasol

MARCH 24, 2022

A subsequent blog post specifically addressed How Can Carbon Accounting Impact the Value of M&A Deals? The registrant’s governance of climate-related risks and relevant risk management processes; ? Certain climate-related financial statement metrics and related disclosures in a note to its audited financial statements; and ?

Accounting 83

Accounting SAP Analyzing Data IFRS 83

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

Jedox Finance

FEBRUARY 10, 2022

We can all relate to the “Impact Equation” but how do we translate it into tangible success metrics that we can measure ourselves on? Years ago, I was working as a finance manager for a drilling company in the United States. Hence, the operations managers for the drilling rigs had been told to cut 10% of their budget.

Finance 98

Finance Budgeting Compliance Communication 98

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

Barry Ritholtz

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. I think he’s really a fascinating guy, and I’m glad we finally managed to get him in to the studio for a podcast. So, you start the blog in 2004, more or less. SETHI: The blog was not some master genius stroke.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

Musings on Markets

OCTOBER 19, 2021

These exceptions notwithstanding, disclosure laws written to cover concerns in one sector (such as the use of management options at technology firm or lease commitments at retail and restaurant companies) have been applied broadly to all companies.

Profit and Loss 70

Profit and Loss Accounting Numbers IFRS 70

CFO News Room

DECEMBER 1, 2022

interactive scenario modeling, data management, and visualization), helping them create more meaningful client relationships. Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Executive Summary. Team Kitces.

Technology 130

Technology Planning Investments Leverage 130

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. Author: Michael Kitces. Team Kitces. ” Developing The Right Career Path By Learning From The Experiences Of Colleagues [05:26].

Planning 130

Planning Profit and Loss Leadership Numbers 130