Onplan

JANUARY 19, 2022

Deloitte’s recent survey of CFOs recently reported that retention is the number one concern of CFOs right now. Still, it’s helpful to start with a strategic goal in mind – keeping employees happy, and ensuring a competitive positioning in the hiring market. What happens if you miss your goal and have to retrench ?

Communication 97

Communication Leadership Financial Analysis Planning 97

CFO News Room

NOVEMBER 1, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Get notified of the latest episodes (and all our research as it’s released!) My guest on today’s podcast is Mindy Crary. Author: Michael Kitces.

Planning 130

Planning Investments Accounting Math 130

CFO News Room

DECEMBER 20, 2022

What’s unique about Emily, though, is how after struggling for years at a position where responsibilities and pressure kept building (and kept deterring her from being present in her family life), she realized that she had built enough expertise that she didn’t need to settle anymore, and made it a priority to find her ideal position that not (..)

Education 130

Education Planning Numbers Securities 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. Farhaan: Thank you. So, congratulations !

CFO 52

CFO Leadership Accounting Finance 52

Jedox Finance

JULY 18, 2019

Operating within your organization’s framework, as we discussed in the previous posts in this blog series , will frame how your FP&A team carries out this mandate. This occurs by placing the everyday decisions normally seen in operations into the larger strategic context: Does this support where the company is going?

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

Onplan

JANUARY 19, 2022

Deloitte’s recent survey of CFOs recently reported that retention is the number one concern of CFOs right now. Still, it’s helpful to start with a strategic goal in mind – keeping employees happy, and ensuring a competitive positioning in the hiring market. What happens if you miss your goal and have to retrench ?

Communication 52

Communication Leadership Financial Analysis Planning 52

Jedox Finance

JULY 23, 2020

This week we are pleased to welcome our Diamond Partner, smartPM.solutions , as a guest to the Jedox blog. Numerous project applications, approvals, budget and resource allocations, and the monitoring of the success of projects and portfolios regularly push program managers to their limits. Missing a single source of truth.

Prioritization 52

Prioritization Budgeting Communication Planning 52

CFO News Room

NOVEMBER 7, 2022

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. Author: Michael Kitces. Team Kitces.

Compliance 130

Compliance Communication Planning Concentration 130

Michigan CFO

SEPTEMBER 12, 2022

A recession can mean a drop in sales, uncomfortable budget decisions, supply bottlenecks, and more. Most of the things you can do to prepare for a recession are things you should be doing as a business owner anyway. Check out these other blogs on managing your business’s finances: Making Sense of Financial Statements.

Profit and Loss 40

Profit and Loss CFO Budgeting Economics 40

Jedox Finance

AUGUST 2, 2022

In this blog post you get the chance to explore the intersection between the planning and technology of your organization and will see how an EPM Tech Refresh that is coming with a modern solution can help you on your digital transformation journey. Top reasons why you should choose the best-in-class EPM solution.

Financial Planning and Analysis (FP&A) 52

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

Planful

SEPTEMBER 25, 2020

But what should these reports mean to you ? . This is our “state of the analyst market” streamlined for you. That’s budgeting, consolidation, financial reporting, and more, which makes them a great resource for our customers. You can learn more about the Constellation ShortList he re. BPM Partners.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Budgeting Leadership 40

Planful

JULY 27, 2017

These and other questions were the focus of a recent blog by Planful. Here are seven traits common in organizations that have successfully executed Finance function transformation and moved from back-office scorekeeping to becoming strategic business partners, driving and supporting decision-making across the enterprise.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Budgeting Forecasting 40

CFO News Room

NOVEMBER 14, 2022

But the obvious flaw with this ‘eat-what-you-kill’ model was that newer advisors overwhelmingly succeeded or failed – not by virtue of the quality of advice they gave to their clients, but by how effectively they could sell the financial products for which they were usually compensated via commission.

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

DECEMBER 5, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. And for #AdvisorTech companies who want to submit their tech announcements for consideration in future issues, please submit to [email protected] ! Team Kitces.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

NOVEMBER 5, 2022

Nevertheless, the shift could lead some advisors currently using TD to consider changing custodial platforms as they look for the right ‘fit’, both technologically and culturally, to meet their firm’s needs in the future if they don’t want to continue to be a small fish in Schwab’s very large pond! Mark Schoeff | InvestmentNews).

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

PYMNTS

MARCH 22, 2019

A leisurely pace was not going to be sufficient to get all those chores done. Amazon will require a $35,000 ad budget to run spots at five cents per view for about two months, though prices can vary by category, one unnamed source told Bloomberg. And yes, it has been a very busy week. percent, according to EMarketer. percent from 38.2

Advertising 43

Advertising eCommerce Startups Retail 43

The Charity CFO

JANUARY 12, 2022

How do you grow your mission without chasing the money? Are you a nonprofit leader struggling with how prioritize revenue to avoid the trap of money becoming the mission? Curious about how you can be sure a new revenue stream is a great fit for your organization? You need to hear what Bill Woolsey has to say about earned income.

Nonprofit 52

Nonprofit Prioritization Communication Accounting 52

Barry Ritholtz

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I couldn’t get him to coax out stories about David Bowie and other celebrities, but I’ve heard them all over a beer and they’re amazing. MILLER: Right. We love it.

Sales 52

Sales Marketing Numbers Construction 52