CFO Talks

NOVEMBER 29, 2024

From employing local talent to investing in community health infrastructure, GDC’s approach integrates ESG principles into its broader business strategy. Investments in corporate social responsibility (CSR) also yield significant dividends. This allows for informed and strategic investment decisions.

Finance 98

Finance Profit and Loss CFO Leadership 98

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6% Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

Tax Planning 89

Tax Planning Budgeting Investments Communication 89

The Charity CFO

APRIL 11, 2025

The Nonprofit Budget Balancing Act: Crafting Budgets for Fundraising Success Nonprofit leaders know all too well that crafting budgets isnt just about numbersits about storytelling. When it comes to securing funding, your budget serves as a narrative tool, helping funders understand your mission, your needs, and your impact.

Nonprofit 90

Nonprofit Budgeting Prioritization CFO 90

The Finance Weekly

OCTOBER 29, 2024

This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making. Investment Evaluation - Assessing mergers, acquisitions, or new projects. The DCF model is widely used to value companies, projects, and assets.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

The Finance Weekly

FEBRUARY 23, 2025

This leads to better budgeting, more reliable forecasting, and stronger financial stability. For example, if a company aims to expand online sales, FP&A teams analyze marketing costs and expected revenue to determine budget allocations. Create a Budget - Estimate costs for hiring, training, and licenses.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

OCTOBER 29, 2024

Strategic Budget Planning as a Success Blueprint The journey to financial stability begins with strategic budget planning. A well-structured budget serves as a roadmap, guiding businesses toward prudent financial decisions and sustainable growth.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

Fpanda Club

JANUARY 23, 2025

In this blog post I wont focus on the activities that fall into FP&As scope by default, such as budgeting, forecasting and regular analysis. They can impact organizational performance and are usually incorporated by FP&A into financial forecasts or budgets. So, the scope of FP&A: what is in and what is out?

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

CFO Talks

FEBRUARY 12, 2025

Optimising Budgets: Strategies for Effective Financial Forecasting Financial forecasting plays a crucial role in managing budgets effectively. This article explores practical strategies to improve financial forecasting, helping businesses make informed decisions and optimise their budgets. What is Financial Forecasting?

Forecasting 52

Forecasting Budgeting Economics Planning 52

E78 Partners

NOVEMBER 22, 2024

Effective technology expense management is essential for companies looking to optimize budgets and stay competitive in today’s fast-paced digital landscape. Businesses must develop a strategic approach that addresses common obstacles and ensures that technology investments align with their operational goals to avoid these issues.

Technology 59

Technology Budgeting Forecasting Investments 59

The Finance Weekly

JANUARY 5, 2025

Assisting Financial Planning Finance AI chatbots are excellent tools for budgeting and financial planning. With over 200 integrations (think ERP and CRM systems), its built to streamline financial data management, budgeting, forecasting, and more. Robust automation for budgeting and forecasting. Higher initial investment.

Finance 52

Finance Budgeting Financial Data Forecasting 52

Future CFO

OCTOBER 27, 2024

By aligning financial objectives with sustainability goals , Indonesian CFOs can help their respective organisations maintain a competitive edge, attract investment, and contribute to the country's broader sustainability agenda. Sustainable goals often involve investing in new technology processes or even entering a new market.

CFO 98

CFO Communication Strategic Planning Economics 98

Barry Ritholtz

MARCH 24, 2025

investment firm. The text accompanying that chart reads: “ Consumption: in 2024, one third of GDP came from government spending, a record high excluding periods of war or crisis; this was financed by 6-7% budget deficits, another unwelcome peacetime record.” That has been the case over decades of reading everything.

Investments 124

Investments Economics Securities Budgeting 124

E78 Partners

NOVEMBER 18, 2024

Budget Mismanagement: With a clear financial plan, interim leaders may be able to manage budgets effectively, resulting in overspending or resource misallocation. Increased Costs: The transition may incur additional costs related to recruitment, training, or consulting services that should have been accounted for in the initial budget.

Leadership 52

Leadership Budgeting Profit and Loss CFO 52

Global Finance

MARCH 6, 2025

Despite a sluggish economy, Latvia is positioning itself as a prime gateway to the European Union, as foreign capital is flowing into key sectors, and recent reforms underscore its ambitions to become an investment hub in the Baltics. billion defense budget allocates 42% to weapon systems procurement. in 2025; 2.5% in 2026; and 2.5%

Transportation 82

Transportation Economics Budgeting Investments 82

CFO News

FEBRUARY 1, 2025

Union Budget: Finance Minister Nirmala Sitharaman proposes raising next fiscal year's capital expenditure to Rs. Despite challenges like election impacts and economic slowdown, the government aims to boost growth and job creation through substantial public spending on infrastructure, hoping to stimulate private sector investment and demand.

Budgeting 40

Budgeting Economics Finance Investments 40

CFO News

FEBRUARY 1, 2025

The Union Budget 2025 emphasised exports as a key growth driver, alongside agriculture, MSMEs, and investment. Measures announced include the Export Promotion Mission, BharatTradeNet for supply chain efficiency, financial support for MSME exporters, and duty-free incentives for handicrafts and leather.

Budgeting 45

Budgeting Investments 45

Future CFO

DECEMBER 10, 2024

However, three quarters of finance respondents said they are more focused on downside risk and cost containment in their scenario planning for 2025 budgets." Remove Growth Anchors "Consistently funding and helping bigger, riskier growth investments succeed is one of the hallmarks of efficient growth leaders," Bant says.

Economics 52

Economics Budgeting Prioritization Investments 52

Future CFO

MARCH 3, 2025

This is forcing finance leaders to integrate ESG considerations into their financial planning, reporting, and investment decisions. They should also invest in developing their soft skills , such as communication, leadership, and decision-making.

Finance 69

Finance Communication Leadership Profit and Loss 69

CFO Talks

JANUARY 8, 2025

For instance, when inflation rises, some businesses instinctively slash budgets across the board. Instead, by staying informed and analysing the data, you can identify which areas require immediate adjustmentsuch as renegotiating supplier contractswhile maintaining critical investments in growth areas.

Economics 52

Economics Leadership Budgeting Communication 52

Global Finance

JUNE 4, 2025

The territorys mandatory provident funds (MPFs)Hong Kongs compulsory retirement savings schemesare val- ued at approximately $167 billion, of which about 37% were invested in bonds and balanced funds as of the close of last year.

Foreign Exchange 78

Foreign Exchange Budgeting Compliance Investments 78

Global Finance

JUNE 9, 2025

Regional Winners Most Innovative Bank in Central and Eastern Europe| AKTIF INVESTMENT BANK Aktif Investment Bank, Turkey’s largest privately owned inves tment bank, has applied AI to boost internal bank processes. Utilizing AI, the app provides leads and insights in a range of areas including travel planning and household budgeting.

Profit and Loss 52

Profit and Loss Cash Management SAP Reconciliations 52

CFO Talks

JANUARY 14, 2025

The integration of sustainability into budgeting, forecasting, and investment decisions. The Role of Finance in Sustainability CFOs are increasingly involved in driving sustainability initiatives. The survey examines: How finance teams manage ESG risks and opportunities.

CFO 52

CFO Finance Economics Financial Modeling 52

CFO Talks

NOVEMBER 25, 2024

As a CFO your influence extends beyond financial reports and budgets. Suggest alternatives, such as renegotiating contracts with current suppliers or investing in sustainable practices that align with company values. Develop a supplier code of conduct to ensure partnerships reflect the company’s ethical standards.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

CFO Talks

JUNE 26, 2025

Spot the Vanity Project Before It Sinks Budget The warning signs are usually there from the start. The budget is flexible but keeps growing. If a digital innovation initiative is consuming budget but has no usable output, it must be reviewed. Limit experimentation budgets unless tied to specific commercial outcomes.

Budgeting 52

Budgeting CFO Leadership Financial Modeling 52

Musings on Markets

DECEMBER 11, 2024

It has sometimes got me some blowback, when I expressed my views about value investing being rigid, ritualistic and righteous and the absolute emptiness of virtue concepts like ESG and sustainability, but so be it. I am aware of things that I need to work on.

Valuation 125

Valuation Corporate Finance Finance Investments 125

CFO Talks

APRIL 17, 2025

Whether it’s expansion into a new market, investment in digital infrastructure, or rationalising product lines, information is the common currency that enables sound judgement. This is where the modern CFO steps forwardnot as a technician, but as a strategist.

CFO 52

CFO Compliance Finance Currencies 52

CFO News

JANUARY 14, 2025

The measures being considered include tax relief for the middle class, tariff measures to shield industry from the adverse external environment, and initiatives to foster job creation and private investment, among others, said people familiar with the deliberations.

Budgeting 40

Budgeting Investments 40

CFO Talks

NOVEMBER 27, 2024

If you’re uncertain about future sales, you could delay large investments until more information is available. Create a “priority budget” that focuses on essential spending. This insight helps you decide whether to adjust budgets or wait it out. What’s your plan in each case?

CFO 52

CFO Budgeting Forecasting Communication 52

CFO Talks

JULY 10, 2025

We’ve seen CFOs transform their teams by investing in real-time dashboards. These tools allow you to track your actuals against forecasts, compare performance to budget, and stress test your projections, all in the moment. If you can’t see what’s happening right now, you’re already behind. And the best part?

Finance 52

Finance Cash Flow Forecasting Forecasting Construction 52

CFO Plans

MAY 19, 2025

Mastering Business Budgeting for Beginners Budgeting is a vital skill for any entrepreneur. Start with a straightforward budget that captures anticipated income and expenses. A well-maintained budget serves as your financial compass, guiding strategic decisions with precision.

Budgeting 52

Budgeting Startups CFO Finance 52

CFO Talks

FEBRUARY 4, 2025

But slashing budgets without a plan can hurt the company more than it helps. For example, instead of cutting employee training programs, a company could move them online to save money while still investing in employee development. Another cost-saving strategy is collaborative cost-sharing.

Budgeting 52

Budgeting Finance Investments Planning 52

Barry Ritholtz

JANUARY 15, 2025

. ~~~ About this week’s guest: Ted Seides is founder and CIO of Capital Allocators , and learned about alts working under the legendary David Swensen at the Yale University Investments Office. He wrote the book, Private Equity Deals: Lessons in investing, dealmaking and operations. So, Ted, let’s start with the basics.

Investments 59

Investments Credit Risk Marketing Budgeting 59

CFO Talks

MARCH 26, 2025

Are you investing in systems and processes that make their work better, faster, and more accurate or are they still juggling spreadsheets and patchy ERP data? You dont need a big budget to build a strong employer brand. If you dont invest in their development, why should they invest their long-term future in you?

Finance 52

Finance Leadership Auditing Compliance 52

CFO Talks

APRIL 8, 2025

Ensuring that teams understand not just what the numbers say, but what they mean for their work, their budgets, and their goals. Employees want to understand how business performance affects job security, bonuses, or future investment in resources. The CFO, therefore, becomes a translator of value. Turning figures into foresight.

Communication 52

Communication CFO Leadership Numbers 52

CFO Talks

NOVEMBER 6, 2024

Lower rates could mean it’s a good time to invest, while higher rates might prompt caution with new debt. Inflation Rates : Rising inflation affects everything from material costs to employee salaries, so tracking it can help anticipate cost increases and plan budget adjustments.

Finance 52

Finance Marketing Auditing Budgeting 52

Nerd's Eye View

MAY 19, 2025

The available education budget is also an important consideration. A strategic investment in external training can help new advisors build up their technical ability, client meeting skills, and overall confidence as they continue to enhance the quality of the financial advice they deliver throughout their careers!

Problem Solving 59

Problem Solving Communication Planning Education 59

Musings on Markets

JUNE 2, 2025

Default is particularly expensive when it leads to banking crises and currency devaluations; the former has a longstanding impact on the capacity of firms to fund their investments whereas the latter create political and institutional instability that lasts for long periods. for investment grade (Aaa to Baa1) sovereign debt.

Marketing 116

Marketing Currencies Treasury Economics 116