CFO News Room

NOVEMBER 13, 2022

Build a tight relationship with your CEO and CFO. Make sure you have the right math and language to explain results driven by direct and indirect marketing spend. As much as possible, CMOs must help their C-suite colleagues understand the math of marketing activities holistically and results throughout the full funnel.

Budgeting 130

Budgeting Marketing Math Advertising 130

PYMNTS

FEBRUARY 1, 2021

Morgan management said in its commentary that debit was being used for “everyday spend,” while credit sales have been negatively impacted by slumps in travel and entertainment-related activity. Mastercard CFO Sachin Mehra said that, post-quarter-close, “in terms of spend levels in the U.S.

Math 82

Math Entertainment Economics Budgeting 82

Barry Ritholtz

SEPTEMBER 7, 2022

So we spend a lot of time with CEO, CFO, IRO, the whole team, CMO, chief marketing officer, because they’re the ones that are, you know, orchestrating the story a bit. So that’s actually meaningful dollars, even post an IPO, in a CFO’s mind, when they’re doing share buybacks, things of that nature.

Communication 117

Communication Marketing Math Technology 117

CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 1, 2022

As a starting point, it’s important to recognize that while conversations in the financial services industry over the last decade have entertained the idea that technology (e.g., robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

NOVEMBER 17, 2022

You don’t want to get on the scale, you don’t want to know how much money you spent on entertainment last month. So, got to project this, got to model this, let’s run the numbers, let’s see how this would work, what the math would boil out to for my situation. There’s this gap between the two. Well, yeah.

Planning 130

Planning Numbers Math Strategic Planning 130

Barry Ritholtz

NOVEMBER 22, 2022

RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? And then decided to do some other things, and that included doing some work with small- to medium-sized businesses, providing some outsourced CFO type of service, to really understand how some of these small businesses worked. RITHOLTZ: Right. SHAW: Yeah.

Investments 56

Investments Finance Education Leadership 56