PYMNTS

FEBRUARY 6, 2020

Supply chain financing is a practice that has received a bit of backlash in recent weeks, with critics accusing some large corporates of forcing discounts on small suppliers to speed up payment. ” Aligning Incentives.

Invoicing 52

Invoicing Accounts Payable Finance Auditing 52

PYMNTS

JANUARY 14, 2020

Businesses tap myriad digital solutions and contract with numerous companies to keep their operations’ finances running smoothly. Today’s financial institutions (FIs) no longer need to worry about solely addressing all their clients’ financial-related needs, however. Leveraging APIs For a More Convenient Workflow.

Cash Management 52

Cash Management Invoicing Accounting Leverage 52

PYMNTS

MARCH 14, 2019

Volatile times make for sleepless nights for corporate executives, particularly those whose job it is to manage the cash positions of their organizations. And there, Kohli said, innovation is helping corporates adapt to and manage these global risks. Treasurers’ Biggest Worries.

Cash Management 77

Cash Management Currencies Corporate Finance Treasury 77

PYMNTS

NOVEMBER 24, 2020

Bank is shifting away from screen scraping in favor of direct data connectivity, but it's not the only financial institution (FI) embracing the data strategy. He added that Visa's banking clients will be able to enhance their own small business services as a result of the partnership. Meridian Taps Thinking Capital For SMB Finance.

Banking 60

Banking B2B Financial Data Cash Management 60

Barry Ritholtz

JULY 11, 2023

Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. I’ve been back and forth for a while and then we had the pandemic hit.

Mergers and Acquisitions (M&A) 84

Mergers and Acquisitions (M&A) Investments Finance Technology 84

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Let’s start a little bit before we get to what you do at Goldman Sachs. How, how does that lead to a degree, to a focus on investment management?

Investments 56

Investments Math Risk Management Benchmarking 56

BlueLight

JULY 30, 2020

Forward In the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficult decisions. The financial implication of these decision is critical and the CFO is the executive helping the CEO navigate these decisions. This task falls to the finance leader.” “The

CFO 52

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

PYMNTS

JULY 4, 2018

However, it wasn’t just the mergers and acquisitions of B2B finance players, or the enhancements of services to cater to corporates and small businesses, that grabbed the world’s attention this year. PYMNTS takes a look back at some of the most popular B2B payments stories of the year so far. Visa Buys Fraedom.

B2B 40

B2B Banking Treasury Finance 40

Barry Ritholtz

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. So BLS economist, how did that happen? I can’t imagine how people would react.

Investments 52

Investments Valuation Benchmarking Marketing 52

CFO News Room

NOVEMBER 15, 2022

Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households.

Planning 130

Planning Accounting Compliance Math 130

PYMNTS

MAY 5, 2016

The prongs of dynamic discounting and developing a strategic payment plan, along with external ways of optimizing cash flow, like supply chain finance, combine into a complex toolset that AP professionals have to manage. AP cash management solutions are more interconnected than some companies may think, he added.

Accounts Payable 40

Accounts Payable Cash Management Invoicing Finance 40

CFO News Room

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.

Leverage 130

Leverage Planning Concentration Tax Planning 130

PYMNTS

SEPTEMBER 2, 2016

Investors spread out their support towards an array of verticals, too: B2B payments and trade financing, eProcurement software and cybersecurity nabbed the biggest deals of the week, while investors eyed startups across the U.S. Ally Holdings provided the equity, which will be used to help the firm expand across the U.S. and elsewhere.

B2B 40

B2B Startups Investments B2C 40

PYMNTS

AUGUST 16, 2018

According to analysts, the “assumption” is that “many organizations are stumbling on a practical level to take the steps needed,” struggling to understand exactly what the technology is and how it can be used. Existing interest in robotics is helping to fuel exploration of R&CA, added Karev. Industry 4.0

Invoicing 44

Invoicing Technology Banking Accounting 44

PYMNTS

MAY 27, 2016

Whether it’s a corporate carpooling service that offers a cheaper alternative to Uber or using Big Data to heighten the ROI on hiring efforts, the B2B startups that earned VC this week all impact their corporate customers’ bottom lines in one way or another. Konfio links microbusinesses in the region to financing.

Startups 40

Startups B2B Securities Accounting 40

Barry Ritholtz

MAY 9, 2023

He’s been with Goldman for 25 years and helps oversee over $2.5 I didn’t really know much about the world of finance. So how do you then go from tax and audit practice to finance and investing?  The transcript from this week’s, MiB: Julian Salisbury, CIO, Goldman Sachs , is below. And I think you will also.

Investments 113

Investments Banking Advertising Finance 113

Barry Ritholtz

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. How did you end up at Vanguard?

Investments 108

Investments Profit and Loss Education Advertising 108

Barry Ritholtz

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. And when we first booked you, you were like a junior analyst. How old is Man Group?  The transcript from this week’s, MiB: Robyn Grew, Man Group CEO , is below. And I think you will also. And it sounds a little trite.

Investments 60

Investments Finance Construction Technology 60

Barry Ritholtz

AUGUST 29, 2023

I found this conversation to be absolutely a masterclass in how to think about investing risk, how to think about where your returns come from, what sort of behavioral problems lead to bad outcomes, and all of the usual things that we’ve learned over the years from the success of Vanguard. I think you will also.

Investments 52

Investments Benchmarking Valuation Construction 52

The Finance Weekly

OCTOBER 13, 2021

Many corporate leaders are now wrestling with how to keep up with demand as the US economy recovers faster than anticipated. Many corporate leaders are now wrestling with how to keep up with demand as the US economy recovers faster than anticipated. Assess what your clients want.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

Barry Ritholtz

DECEMBER 28, 2022

Charlie Ellis is a legend in the world of finance, whether it was at Greenwich Associates, or as chair of the Yale endowment, or a board member at Vanguard. The last time we spoke, we really were talking about the retirement crisis, and we spent a little bit of time discussing Vanguard. How did you get involved with them?

Profit and Loss 69

Profit and Loss Investments Marketing Sales 69

Barry Ritholtz

DECEMBER 19, 2023

It’s always interesting to speak to a fund manager in the midst of one of the craziest macro periods of the markets that we’ve seen and God knows how long, who doesn’t factor in macro events or the overall market because they’re market neutral and hedged. How did you get here?

Healthcare 60

Healthcare Investments Construction Concentration 60

Barry Ritholtz

JUNE 7, 2023

Transcript after the jump… We have an amazing group to discuss what it’s like to launch a hedge fund in the current environment and some of the things you need to know about becoming an emerging manager. We have about 50 minutes. Let me introduce the panel from your left to right. Previously, he was a successful p.m.

Investments 106

Investments Concentration Profit and Loss Economics 106

E78 Partners

FEBRUARY 9, 2023

“We are delighted to welcome Jim Stern, Sam Cassello, Ofelia Sanchez and the entire Stern Cassello team to E78 Partners. “We are delighted to welcome Jim Stern, Sam Cassello, Ofelia Sanchez and the entire Stern Cassello team to E78 Partners. Terms of the transaction have not been disclosed.

Compliance 40

Compliance Finance Cost Management CFO 40

Barry Ritholtz

OCTOBER 31, 2023

He, he really sees all sides of, of the elephant and is capable of describing it in a way that I thought was both fascinating and, and informative. He, he really sees all sides of, of the elephant and is capable of describing it in a way that I thought was both fascinating and, and informative. Really interesting.

Investments 60

Investments Marketing Numbers Valuation 60

PYMNTS

FEBRUARY 13, 2020

These opportunities range from easing supplier onboarding to electronic payments via AP portals, to introducing supply chain financing to promote cash flow for both buyer and supplier. Together, the companies are helping joint corporate customers transform their order-to-cash cycles for improved cash flow management and revenue generation.

Accounts Payable 64

Accounts Payable B2B Accounting Finance 64

Future CFO

SEPTEMBER 21, 2020

In the previous article, The evolution of accounting – before and during COVID-19 , Dr Josh Heniro , senior director, Southeast Asia and Australasia, Institute of Management Accountant , shared his views on how accounting has been changing prior to COVID-19. So said Warren Buffet, billionaire, philanthropist, investor and business tycoon.

Accounting 52

Accounting Technology Mergers and Acquisitions (M&A) Leadership 52

PYMNTS

DECEMBER 3, 2020

As a B2B Software-as-as-Service (SaaS) organization, 6Sense is a digital-first company with an emphasis on Big Data and automation capabilities. They're concepts that naturally extend in the back office and into 6Sense's own workflows, particularly when it comes to finances. AR And AP: Butting Heads.

CFO 72

CFO Accounts Payable B2B Accounting 72

Barry Ritholtz

MARCH 7, 2023

Tell us a little bit about the sort of work you did, how relevant was the academic research to what you’re actually doing today. But in my case, it was very helpful because I had the opportunity to spend over 10 years doing intensive research in the intersection of macro and finance and asset pricing. Maria Vassalou.

Investments 63

Investments Marketing Economics Risk Management 63

Centage

JUNE 28, 2022

With less cash to count on, knowing your cash flow position with cash flow forecasting has never been more important: how much is really in the bank, how much is available on short notice, what revenues are coming in when, and what resources are going out and when. We examine the reasons below.

Cash Flow Forecasting 52

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

Planful

JUNE 1, 2016

Recognizing that CPM spans multiple Finance processes, and the evolution in the way organizations are deploying these solutions, Gartner indicated in July of 2015 that it would be splitting its view of CPM software solutions into two segments: Financial CPM suites and Strategic CPM suites. Although we don’t fully agree with the approach.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Reconciliations Planning Finance 40

Barry Ritholtz

FEBRUARY 13, 2023

He helps to oversee $2.5 And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. RITHOLTZ: Really?

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. Welcome to Bloomberg.

Construction 52

Construction Marketing Valuation Investments 52

PYMNTS

APRIL 11, 2018

Corporate travel is a major spend category for the enterprise. Analyzing the dollars and cents associated with business trips is now a fundamental part of an organization’s travel and expense (T&E) strategy to ensure that it can squeeze every penny in added revenues and profits out of each trip. increase in revenue and $2.90

Accounts Payable 40

Accounts Payable Analyzing Data Sales Accounting 40

PYMNTS

OCTOBER 12, 2018

” In corporate finance, though, it may not pay to look at financial performance in isolated fashion. Common trends include how much companies are spending with suppliers, which suppliers they’re using and where they’re doing business, then comparing those metrics to previous months’ and years’ data.

Benchmarking 55

Benchmarking Corporate Finance Treasury Technology 55

PYMNTS

OCTOBER 21, 2019

This strategy was demonstrated in the recent announcement from Codat , a U.K.-based The evolution of financial services has opened the door for open banking to take place. While in the U.K., Europe and elsewhere, regulations mandate that financial institutions open up customer data to third-party platforms, in the U.S.,

Banking 40

Banking Accounting Startups Finance 40

Barry Ritholtz

AUGUST 7, 2023

It’s a short read on how he was kind of messed up, depressed, using drugs, and literally had a panic attack on live TV where he was a newsreader and an anchor. And he tells the story of how he sort of stumbled his way into mindfulness and meditation.  The transcript from this week’s, MiB: Dan Harris, 10% Happier , is below.

Entertainment 52

Entertainment Transportation Investments Finance 52