Future CFO

JULY 17, 2023

Faced with ongoing market volatility, the enterprise C-suite is leaning on its treasury teams like never before to protect company assets and to (ideally) also capitalise on competitive opportunities emerging from an unstable macroeconomic climate. This article discusses some of the key takeaways from that report.

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Treasury Forecasting Cash Management Concentration 98

E78 Partners

APRIL 13, 2023

To capitalize on these strategic choices, PE firms need to invest in a strong CFO office, personnel hires, processes and systems, and consider partnering with a transaction advisor to build a platform for successful roll-up strategies. The office of the CFO is critical to scale PE-backed companies.

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CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. This is Gary Xyla, CFO of asset mark.

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Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

Future CFO

MAY 26, 2020

Against the backdrop of economic and legal implications of non-compliance, companies are mandating self-isolation and work from home. She noted that the CFO function is at an inflection point. These tend to provide you with more credibility along with your ability to deliver your KPIs as CFO (for example).

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Treasury Education 52

Future CFO

AUGUST 27, 2023

You need constant monitoring of your economic outlook because then you can adjust your risk management strategy that will help you mitigate third-party risks." He added that this expands the scope of the CFOs’ remit, but it also means CFOs need to expand their data sources. "I Now, it is not possible.

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Risk Management Credit Risk Finance Risk Analysis 98

Barry Ritholtz

FEBRUARY 13, 2023

But since you mentioned getting return on the risk you take, how do you think about duration when the three-month Treasury is more or less the same or better than the 10-year? RIEDER: And all of a sudden, you change the economic paradigm so darn fast. RITHOLTZ: We’ll talk a little bit about the inverted yield curve later.

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Mergers and Acquisitions (M&A) Investments Marketing Education 57