The Finance Weekly

NOVEMBER 27, 2023

They are widely used in , strategic planning and reporting to guide investment decisions. Return on Equity The Return on Equity KPI indicates how effectively you generate profits from the investments made by shareholders in your business. Simply put, it shows how much profit you make for every pound invested in your business.

Budgeting 52

Budgeting General Ledger Concentration Benchmarking 52

The Finance Weekly

APRIL 21, 2024

They could steer your company towards poor financial decisions, like risky investments, inaccurate budgeting, or insufficient cost control. Spot investment and financial planning prospects. Collaborate with executives and department heads on budget development and oversight. Compile quarterly and annual tax returns.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

CFO Talks

MARCH 20, 2024

Budgeting: The Controller gathers info and puts the budget together. The CFO looks at this budget with a telescope, considering how it fits with the company’s long-term plans and what changes might be needed. It involves trusting your team, delegating effectively, and concentrating on strategic financial planning.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

The Charity CFO

APRIL 22, 2024

Comparing your nonprofit budget to actual , for example, can help you better understand where resources are going. However, if that’s not in the budget you can provide appreciation by thanking employees. Jobs that require long hours or have high-stress environments can lead to this.

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

Financial Planning and Analysis (FP&A) 52

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

Generation CFO

JANUARY 28, 2022

I can’t stand little empires, people holding money back and playing a negotiation game with budgets,” he explains. With the argument centring around that we can’t concentrate, we don’t knuckle down and stick something out through tougher times. . Total transparency. “I It’s too easy for leaders to throw mud at millennials,” says James.

CFO 200

CFO Math Concentration Finance 200

The Finance Weekly

APRIL 25, 2022

Corporate boards are focused on cybersecurity risks, capabilities and investments, as well. More real-time data should be accessed from more internal and , external systems , which will likely necessitate updating budgets and forecasts on a regular basis.

Finance 107

Finance Forecasting Treasury Concentration 107

Centage

OCTOBER 14, 2021

Understanding where your actual financials stand in relation to budgets and projections is important to keeping your business on track and in helping to create new projections and budgets. Financial reporting is a critical task for any organization.

Financial Reporting 59

Financial Reporting Financial Planning and Analysis (FP&A) Budgeting Concentration 59

The Finance Weekly

JANUARY 10, 2022

When done incorrectly, the FP&A process is set on autopilot, with the goal of just "keeping track" of figures and producing budgets, often for the sake of the process. Traditionally, the FP&A process entails creating a budget, cash flow, profit and loss statement, and balance sheet, then using them to forecast future performance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Budgeting 52

Spreadym

JUNE 15, 2023

By identifying the key drivers, organizations can concentrate their efforts and resources on those areas that have the most significant impact on achieving their goals. This driver involves investing in research and development, introducing new features or products, and adapting to market trends.

Planning 52

Planning Prioritization Concentration Compliance 52

Spreadym

MAY 31, 2023

Operational planning , on the other hand, has a shorter time frame and concentrates on the immediate or near-term activities that need to be carried out to achieve the strategic objectives. Return on Investment (ROI): Calculate the ROI for specific initiatives or investments to assess their effectiveness and prioritize resource allocation.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

The Finance Weekly

JULY 7, 2022

In order to combat the risks involved with expanded data entry points and vulnerable systems, CFOs need to invest in systems, processes, and people in order to minimize the risks and protect the organization. The second step is choosing the right service. 2) Third-Party Risk Management Framework. 3) Enhanced reporting disclosure risks.

Risk Management 52

Risk Management CFO Concentration Securities 52

CFO Thought Leader

APRIL 15, 2024

He recalls a strategic moment when he realized that narrowing his investments from many down to just three to five key stocks would greatly amplify his success. Semperis’s CFO insists on a robust framework within which sales efforts align precisely with company goals and resources are invested in segments that drive the most value.

CFO 52

CFO Investments Concentration Restructuring 52

Musings on Markets

DECEMBER 2, 2020

Acquisitions : As the number of hosts and guests on Airbnb have climbed over the years, the company has invested in building a more robust platform for its rentals. The Hotel Business The hotel business is both large and diverse, composed of hotels that range the spectrum from luxury to budget. in 2019.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

VCFO

MARCH 30, 2023

If a company’s offerings are so niched or concentrated, what happens if demand shifts suddenly or consistently over time for that offering or set of offerings? Products are eventually going to suffer if investments are not being made into improving their use, refining their aesthetics, and understanding who is using them.

Valuation 87

Valuation SAP Concentration Benchmarking 87

PYMNTS

AUGUST 22, 2016

Cash is also how many people budget, since what they see is, literally, what they can spend. Its infrastructure is highly concentrated in China – 70 percent of all mining capacity is located there and controlled by four mining companies in China. In Q1 of 2016 , total investments in bitcoin and blockchain ventures was $160.7

Currencies 41

Currencies Banking Accounting Budgeting 41

CFO News Room

DECEMBER 6, 2022

And I think he wanted to train me and wanted to invest in me, and he saw that to be the best way to invest in me. They might have a $2,500 or a $3,500 or even a $5,000 planning fee, and then they may have $1 million invested with us at 1%, with actively managed mutual funds underneath. But I think he saw potential in me.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 7, 2022

Ultimately, the concentration of RIA assets at a small number of mega-players does highlight a need for greater competition, but the sheer economies of scale needed to effectively compete in the RIA custody business also highlights how difficult it is to break into a highly competitive – and highly commoditized – marketplace.

Compliance 130

Compliance Communication Planning Concentration 130

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Musings on Markets

SEPTEMBER 11, 2023

That said, the movie business remained concentrated, with the biggest players dominating each segment of the business. Some of that blowback can be traced to an expensive bet made by the latter on streaming, reorganizing the company around Disney+, and investing billions into streaming content, trying to attract new customers.

Entertainment 77

Entertainment Profit and Loss Numbers Marketing 77

CFO Talks

FEBRUARY 20, 2024

I spent hours and hours watching hundreds of YouTube videos trying to bring something to life to show that finance department, CFOs, financial managers, accountants in general, and all those boring people everybody looks at in the back office and things say the budget blockers or I refer to it in my presentation is the no department.

CFO 52

CFO Leadership Accounting Finance 52

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven. Here you go.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 5, 2022

After all, in a world where prospecting was almost entirely a function of networking and establishing relationships with Centers Of Influence who could refer the advisor, almost by definition the advisor’s marketing efforts would concentrate on the local market where they could engage in such in-person relationship-building.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. John was one of our managers that we had, you know, our clients invest in.

Profit and Loss 119

Profit and Loss Foreign Exchange Valuation Investments 119

CFO News Room

FEBRUARY 5, 2023

Are Wooing Indonesia, and Beijing Has the Edge NYT PIVOT TO ASIA RAMPING UP OMINOUSLY Popular Resistance Why Chinese Companies Are Investing Billions in Mexico NYT New Not-So-Cold War Realism, Bluff and Chinese Balloons: Who’s Afraid of F16s?

Concentration 130

Concentration Healthcare Budgeting Economics 130

Barry Ritholtz

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. We also co-invested in an investment recently where we — RITHOLTZ: That’s right. HAMBURGER: — we participated in the same investment. Has that closed?

Mergers and Acquisitions (M&A) 62

Mergers and Acquisitions (M&A) Compliance Investments Finance 62

Barry Ritholtz

FEBRUARY 20, 2024

But I think there are some logical reasons why they followed 2% was low enough that it inflation wasn’t gonna be sort of important component of people’s thinking in terms of their consumption investment decisions. 01:03:31 [Speaker Changed] It’s already in your budget. Let’s start with last decade.

Treasury 57

Treasury Marketing Economics Banking 57

CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. TIPS are a type of U.S.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

JANUARY 17, 2023

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. As aforementioned, 0.45–10%

Concentration 130

Concentration Economics Manufacturing Numbers 130

CFO News Room

JANUARY 10, 2023

The CUTGO rule only requires offsets if bills would increase mandatory spending within a five-year or 10-year budget window. We demonstrate, first, that exposure to Russian disinformation accounts was heavily concentrated: only 1% of users accounted for 70% of exposures. We’re all tired, but we’re up against a force that isn’t.

Concentration 130

Concentration Education Healthcare Budgeting 130