Spreadym

NOVEMBER 3, 2023

Budgeting : Create a detailed budget that outlines your income and expenses. A budget helps you understand where your money is going and allows you to make informed decisions about spending and saving. A higher turnover indicates efficient inventory management. This may involve contributing to retirement accounts (e.g.,

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Risk Management: Given the CFO’s role in identifying and mitigating risks, tasks related to safeguarding the company’s assets and financial health are critical.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO News Room

NOVEMBER 12, 2022

Boards have a particularly important role to ensure appropriate management of cyber risk as part of their fiduciary and oversight role. In March 2022, the SEC issued a proposed rule titled Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure. That makes the focus on resilience more important.

Risk Management 130

Risk Management Planning Investments Economics 130

CFO Simplified

APRIL 15, 2024

The economic environment is changing, along with your customers and your competition. Risk Management: Identify the potential risks that your company is going to face and develop strategies to mitigate them. Just because you’ve defined it once, doesn’t mean that you’re done. The market isn’t static.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

CFO News Room

JANUARY 22, 2023

health department warns of drug-resistant gonorrhea strain Boston.com Davos The ‘greatest tragedy’ would be if central banks don’t finish the job on inflation, Larry Summers says CNBC (Kevin W) World Economic Forum hemorrhoid, Chrystia Freeland, thinks the middle class makes too much money. The WEF is as evil as you think.

Healthcare 130

Healthcare Pharmaceutical Economics Leadership 130

Simply Treasury

JUNE 3, 2021

Then come the multiple banking relationships, the too large number of bank accounts, the lack of sufficient resources (a recurring problem - but one that drives automation), the lack of support from subsidiaries, the lack of budget (classic in times of crisis). François Masquelier, Vice Chairman EACT.

Cash Flow Forecasting 130

Cash Flow Forecasting Treasury Forecasting Foreign Exchange 130

Jedox Finance

MAY 31, 2023

At the same time, organizations must contend with evolving variables such as economic volatility, a ruthlessly competitive talent market, and an increasingly remote workforce. Workforce planning challenges to consider Talent is difficult to attract and retain in a highly competitive market.

Planning 52

Planning Forecasting Finance Budgeting 52

Boston Startup CFO

APRIL 3, 2023

Robust contingency plans and proactive risk management strategies help organizations navigate unforeseen disruptions and maintain operational resilience. Incorporating actual vs. budget reporting allows you to closely monitor financial performance, comparing real-time results against initial projections.

Accounting 52

Accounting Accounting Principles GAAP Compliance 52

Future CFO

DECEMBER 31, 2021

According to Gartner , finance leaders anticipate a greater percentage of their time will be spent in improving flexibility of budgeting & forecasting (58%), closely followed by developing digital skills (56%) and redefining employee value proposition in hybrid environments. What does this mean to the finance and accounting team of 2022?

Leadership 98

Leadership Finance GAAP Forecasting 98

PYMNTS

MARCH 25, 2020

This can include communications to recognize customer milestones, adjust fees, provide offers or send alerts for risk management activities related to delinquencies and fraud. They also want the control to set alerts or have spend and budgeting tools so they can tailor their interactions with financial services providers, said Kelly.

Risk Management 43

Risk Management Communication Budgeting Leverage 43

CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. 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. And the economics, they ultimately worked out long term. That’s it.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So I actually went and worked in economics, I was an econometrician. So, so let’s talk a little bit about risk management. Absolutely.

Investments 57

Investments Math Risk Management Benchmarking 57

CFO News Room

NOVEMBER 1, 2022

And so, they’re always getting the economic updates, or the things that we’re thinking throughout the year. Michael: Okay, of all the different expenses you’ve seen over the years that people have, and just how to categorize it for reporting and for budgeting purposes? Mindy: It’s just an Excel lookup table.

Planning 130

Planning Investments Accounting Math 130

PYMNTS

FEBRUARY 28, 2019

Thousands of finance teams across the United States engage in annual forecasting exercises, using historical numbers, forward contract prices and consensus forecasts to establish budget rates. Which opportunities can be embraced through prudent FX risk management, and how? They get it wrong, though, year after year.

Risk Management 53

Risk Management Currencies Foreign Exchange Forecasting 53

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. And what’s their budget like a fraction of it, right? Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. So, it cost the firm $320,000, well worth every penny?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

PYMNTS

APRIL 9, 2019

Senate passed legislation that increased the SBA’s authority over the program, bolstering its credit risk management office, and increasing its oversight of its lending partners that facilitate the financing of small business loans via the program. “They crossed the line with this budget.” Last year, the U.S.

Budgeting 51

Budgeting Credit Risk Economics Risk Management 51

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. With no further ado, my interview of GCM’s Ken Tropin.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118

Barry Ritholtz

DECEMBER 20, 2022

And don’t take a lot of risk and make a lot of money, supposedly, right? And so I go into ’97, my book, the restructuring book has a $5 million, what do you call it, budget, then they raised it to 10, then they raised it to 30, and then they raised it to 40. KOENIGSBERGER: Yeah. KOENIGSBERGER: Exactly.

Restructuring 61

Restructuring Investments Marketing Banking 61

Barry Ritholtz

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017.

Marketing 108

Marketing Treasury Banking Profit and Loss 108