Spreadym

MAY 31, 2023

Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

E78 Partners

JANUARY 5, 2024

Develop a Plan and Timeline: Establish a clear project plan and timeline for management and the audit team. Focus on Key Audit Areas: Concentrate on significant audit areas such as purchase price accounting, transaction costs, fair market value of assets, and complex equity or compensation structures.

Auditing 59

Auditing Valuation Concentration Reconciliations 59

Future CFO

FEBRUARY 25, 2024

Unlike traditional, static budgeting that locks teams into year-long plans, agile budgeting embraces shorter planning cycles, continuous feedback loops, and strategic prioritisation to respond effectively to market shifts and evolving business needs. FutureCFO: Why do finance functions do agile budgeting?

Budgeting 52

Budgeting Concentration Finance Planning 52

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 20, 2024

It’s about making plans for the company’s financial future and finding ways to make the business better. Key Differences in Everyday Tasks: Reporting: The Controller prepares financial reports; the CFO reviews these reports and uses them to make decisions or plan strategies. The CFO, however, looks at the bigger picture.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

Future CFO

SEPTEMBER 10, 2023

They are expected to have a vision and be able to communicate that vision. Chote Kiatruangamala Chote Kiatruangamala , finance director at Supernap (Thailand) , noted that during 2022, with the global inflation many firms had to downsize and realign themselves more closely to their business volumes while concentrating on improving cash flow.

CFO 98

CFO Finance Leadership Concentration 98

The Charity CFO

APRIL 22, 2024

You can do this by promoting open communication and transparency throughout your nonprofit. In addition to communication, you can help reduce burnout by prioritizing employee wellness and mental health. On-the-job training, mentorship programs, and career planning sessions can help employees get more out of their jobs.

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

The Finance Weekly

NOVEMBER 7, 2023

Modern businesses are struggling with challenges related to their Financial Planning and Analysis (FP&A) teams. These teams need the right data, processes, and tools to plan and analyze effectively. Delegating responsibilities allows for concentrated efforts on both strategic planning and operational tasks.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Strategic Planning Concentration Data Analysis 59

The Finance Weekly

APRIL 21, 2024

Communicate with clients, investors, senior management, and stakeholders. Spot investment and financial planning prospects. Great CFOs create open lines of communication with each board member, nurturing trust-based connections crucial for meeting the board's expectations. Address accounting and finance issues.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

Nerd's Eye View

DECEMBER 6, 2022

In this episode, we talk in-depth about how, while working for LearnVest, Natalie realized that their financial advisors were much more limited by the constraints of data, time, and fees, than the traditional advisor, which inspired her to develop a framework that focuses on providing only the most impactful financial advice to help clients move forward (..)

Concentration 52

Concentration Communication Planning Technology 52

CFO News Room

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Planning 130

Planning Concentration Communication Tax Planning 130

PYMNTS

DECEMBER 14, 2020

Whether it's the power grid, banking and financial markets, transportation, communications or even the highly generalized “internet of things,” the list of digital inroads that penetrate our daily lives has never been higher.

Securities 77

Securities Concentration Economics Transportation 77

Nerd's Eye View

OCTOBER 25, 2022

Read More.

Leverage 52

Leverage Concentration Communication Planning 52

The Finance Weekly

FEBRUARY 22, 2023

While this may not be a full-time role in the early growth stages, it does necessitate self-discipline, concentration, and dedication. While a CEO can effectively communicate what makes the company unique, investors are more interested in the potential return on their investment rather than just an innovative idea.

Startups 52

Startups Finance CFO Forecasting 52

PYMNTS

MAY 23, 2018

To help travelers narrow their vacation plans down to a few good options, Cox helped found My Swft. The company communicates with travelers through messaging platforms, such as WhatsApp and Facebook Messenger , to start the travel planning process. In particular, they like to book trips when they are at work.

Concentration 40

Concentration Communication Planning Sales 40

The Finance Weekly

JANUARY 10, 2022

The New Era of FP&A Financial planning is essentially about forecasting and achieving precise results for your company. The first step in being a strategic business partner is to stop thinking about how much everything costs and instead concentrate on how to bring value. There is no such thing as right or wrong.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Budgeting 52

PYMNTS

APRIL 6, 2018

They have the most concentrated base of meeting needs and users,” Shah said. These large corporations are often very good at planning large events, but there are thousands of smaller meetings that are booked across corporations — and they don’t always have the people or processes to help them with those events. “I Corporate Booking.

Concentration 50

Concentration Communication Sales Numbers 50

PYMNTS

OCTOBER 29, 2018

Subscription plans can be purchased as either a monthly or yearly plan. “An Instead, they can engage with the platform and communicate with mental health professionals at their convenience. An online solution,” TAO Connect CEO Bob Clark, said, “can solve a lot of those geographical barriers to access.”.

B2C 55

B2C Education Concentration B2B 55

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 7, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: Merrill Lynch launches a new ‘Merrill Match’ system that downplays an advisor’s geography and focuses more on advisor ‘fit’ with respect to expertise, meeting preferences, and communication style.

Compliance 130

Compliance Communication Planning Concentration 130

CFO News Room

DECEMBER 6, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

PYMNTS

APRIL 30, 2018

Today, corporate public relations and communication teams go to great lengths to find any angle to connect what they’re doing to the blockchain so that they, too, can ride its publicity draft. Most of that spend will be concentrated in the U.S., In short, there seems to be, literally, nothing the blockchain cannot do. billion by 2021.

Banking 73

Banking Investments Concentration Accounting 73

Future CFO

AUGUST 18, 2023

This allows the organisation’s core finance and accounting (F&A) operations to concentrate on more strategic work, such as financial analysis and planning. "We Timely and clear communication was key. The open line of communications was also extended to global stakeholders across DFS to update them on the change process.

Finance 52

Finance Communication Accounts Payable Invoicing 52

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

SEPTEMBER 12, 2022

And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. And so, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning.

Investments 113

Investments Marketing Profit and Loss Banking 113

Barry Ritholtz

JUNE 7, 2023

Not to be like the Grim Reaper, but the reality is, if you’re not a multi manager and you’re not aggressively managing market risk, then you fall into the category of a long, short single manager that probably takes concentrated, more concentrated directional risk. What is that business plan look like?

Investments 106

Investments Concentration Profit and Loss Economics 106

Musings on Markets

OCTOBER 6, 2023

With each decade, you can see the effect of regional and sector performance in the previous decade; the 1990 list is dominated by Japanese stocks, reflecting the rise of Japanese equities in the 1980s, and the 2000 list by technology and communication companies, benefiting from the dot-com boom. billion in the most recent news stories.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

PYMNTS

MAY 2, 2017

will get smarter, allowing humans to concentrate on complex tasks.” ” What it comes down to is the fact that chatbots are changing the fundamental way businesses communicate with their core audiences. I think a process of using A.I. Over time, the A.I.

Concentration 49

Concentration Communication Marketing Planning 49

Musings on Markets

JULY 17, 2023

Communication services and consumer discretionary have had a strong first half of 2023, but remain more than 20% below their levels at the star of 2022. The first half of 2023 was a reminder that no matter who you are as an analyst, and how well thought through your investment thesis is, the market has other plans.

Marketing 95

Marketing Treasury Currencies Valuation 95

Barry Ritholtz

DECEMBER 14, 2022

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. MCCARTHY: That is what’s most important. Cambridge U.K.,

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Investments Construction Concentration 60

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. ” It wasn’t that they didn’t communicate that.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

NOVEMBER 27, 2022

Prime Minister Kishida Fumio of Japan is a prominent China hawk, often claiming that “Ukraine today could be East Asia tomorrow” and promoting the US accusation that Beijing is planning an “unprovoked” invasion of Taiwan. Industry minister Yasutoshi Nishimura said earlier this month that the government is communicating with the U.S.

Manufacturing 100

Manufacturing Economics Investments Securities 100

Barry Ritholtz

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

Barry Ritholtz

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. One of them is here in the studio with us today, Jessica Tannenbaum who heads up our marketing area and communications.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight. RITHOLTZ: Really?

Treasury 52

Treasury Economics Retail Entertainment 52