E78 Partners

MARCH 3, 2025

Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. However, while market sentiment is improving, IPO readiness requires more rigorous preparation than ever before.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

CFO News Room

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

Fpanda Club

MARCH 19, 2025

Being good at finance and getting numbers right is not enough anymore Of course, strong analytical skills and knowledge of finance are essential for an FP&A professional but gone are those days when these skills or proficiency in Excel were enough to excel in this role, pardon the pun. If you want to stand out, learn beyond finance.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 130

Nerd's Eye View

MARCH 20, 2024

By distilling hundreds of pieces of information into a single number that purports to show the percentage chance that a portfolio will not be depleted over the course of a client's life, advisors often place special emphasis on this data point when they present a financial plan.

Communication 98

Communication Planning Marketing Numbers 98

Nerd's Eye View

MARCH 21, 2025

Also in industry news this week: While inter-channel advisor moves often make headlines, a recent study from Diamond Consultants found that most advisor transitions occur between firms in the same channel The number of disciplinary cases and restitution orders from FINRA increased in 2024 (the total amount of fines declined) as the self-regulatory (..)

Communication 91

Communication Leadership Investments Numbers 91

Nerd's Eye View

FEBRUARY 24, 2025

He explains how they identified which clients were no longer profitable, developed an alternative service model to offer these clients, mentally prepared for the transition, and effectively communicated the changes. rent, marketing, and training). staff time, technology, and custodial fees) and indirect costs (e.g.,

Communication 84

Communication Numbers Practice Management Investments 84

CFO News Room

FEBRUARY 4, 2022

Friday’s report of 467,000 jobs added in January confounded Wall Street economists, some of whom expected a negative number due to the impact of the omicron Covid variant on the workforce. Traders in the futures market began to price in six interest rate hikes for this year, while many economists predict four or five.

Marketing 130

Marketing Healthcare Pharmaceutical Communication 130

Musings on Markets

OCTOBER 4, 2023

That recovery notwithstanding, uncertainties about inflation and the economy remained unresolved, and those uncertainties became part of the market story in the third quarter of 2023. The Markets in the Third Quarter Coming off a year of rising rates in 2022, interest rates have continued to command center stage in 2023. billion.

Marketing 123

Marketing Treasury Valuation Investments 123

Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

Cash Management 98

Cash Management Communication Planning Numbers 98

Global Finance

JANUARY 2, 2025

Feng Gu GF: About the loss of talent, can better, more timely communication help prevent this? We provide a very user-friendly tool where you just insert the numbers from the target and from the buyer, and you get a score indicating the likelihood of success. GF: When is a company well-placed to make an acquisition? Look ahead!

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

PYMNTS

OCTOBER 3, 2020

Customer service should be fit for a king," Burger King exclaimed in a video about the guerilla-marketing campaign. Daniel Schröder, marketing director at Burger King Sweden and Denmark, told Adweek that the new social media push grew out of an effort to fix the chain’s own online communications with guests. In their defense.

Marketing 121

Marketing Communication Leverage Numbers 121

Nerd's Eye View

JUNE 19, 2023

A better way to implement and communicate fee increases may be one that is centered around providing more value to the client in exchange for the higher fee.

Communication 98

Communication Planning Practice Management Numbers 98

Nerd's Eye View

JANUARY 31, 2025

Also in industry news this week: While RIA M&A deal flow hit record levels in 2024 (both in terms of volume and the speed of completing them), firm valuations saw relatively modest gains In its latest annual regulatory oversight report, FINRA joined the SEC in flagging the potential risks to firm and client data from the use of third-party vendors (..)

Valuation 98

Valuation Compliance Communication Planning 98

CFO Talks

APRIL 8, 2025

While accuracy, control, and compliance remain core responsibilities, the modern CFO is also a strategic communicator someone who can turn financial complexity into actionable insight. The ability to simplify complex ideas and communicate them clearly across diverse teams is no longer a soft skill; its a critical leadership function.

Communication 52

Communication CFO Leadership Numbers 52

Future CFO

MARCH 3, 2025

By 2025, the traditional image of number-crunching accountants confined to back offices will be a relic of the past. Technological advancements, evolving market demands, and a heightened focus on sustainability are converging to reshape the finance landscape. The finance function is undergoing a seismic shift.

Finance 69

Finance Communication Leadership Profit and Loss 69

Fpanda Club

APRIL 18, 2022

Marketing teams, being among FP&A’s counterparties, are usually considered to be the most creative people in the company. To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

Nerd's Eye View

MARCH 3, 2025

And while Black Diamond has cut a deal with Morningstar to be the 'default' option for Office advisors to move to, a host of other portfolio management platforms are offering their own incentives as well, leaving Morningstar Office advisors with an opportunity to evaluate a large and crowded landscape of options to find the platform that will work (..)

Communication 69

Communication Planning Technology Investments 69

Nerd's Eye View

AUGUST 8, 2022

Good marketing based on using impactful messages for consumers is a foundational element for many types of businesses that allows companies to define and convey their unique value. First, it's important to make the consumer (rather than the firm) the main character in the firm's communications.

Marketing 96

Marketing Communication Numbers Planning 96

CFO News Room

JANUARY 18, 2023

The question of whether a company is making or losing money should be a simple one to answer, especially in an age where accounting statements are governed by a myriad of rules, and a legion of number-crunchers follow these rules to report profits generated by a firm.

Marketing 130

Marketing Hurdle Rate Investments Accounting 130

Future CFO

DECEMBER 4, 2024

Beyond technical expertise In terms of taking on essential skills beyond just technical expertise, Wong says becoming a standout finance leader definitely takes more than just mastering the numbers. Advice For younger, aspiring finance professionals, Wong advises: Always look beyond the numbers.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

CFO Talks

NOVEMBER 25, 2024

Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. For CFOs, these challenges can come from external pressures like market demands or internal dynamics such as stakeholder expectations.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

CFO Talks

JUNE 4, 2025

Credibility Depends on How You Communicate One of the most valuable contributions a CFO can make to public perception is consistent, accurate, and honest communication. Framing the Numbers Is Just as Important as Reporting Them Numbers do not speak for themselves. You are not just responsible for the numbers.

CFO 52

CFO Compliance Communication Leadership 52

Navigator SAP

JULY 15, 2022

Your ERP platform should be able to unify different modules for different areas of the business, including payroll, bills of material, inventory, accounting, customer relationship management, supply chain management, and others, helping these different departments communicate. Integrated AI and e-commerce with digital marketing.

Budgeting 212

Budgeting Leadership Communication Leverage 212

Spreadym

SEPTEMBER 22, 2023

Effective communication in financial teams is crucial for making informed decisions and achieving organizational goals. However, several key mistakes can hinder effective communication in this context. Financial professionals should strive for clear and concise communication that everyone on the team can understand.

Communication 59

Communication Leadership Financial Reporting Prioritization 59

Future CFO

NOVEMBER 27, 2024

Finance teams found their way in 2024 to keep up with the ever-changing market landscape brought about by a number of factors. Retention "Retaining talent in a conservative market can begin with regular check-ins to address future career pathways and plans within the organisation," Manabat says. "It

Accounting 105

Accounting Finance Problem Solving Accounts Payable 105

Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Marketing 98

Marketing Advertising Compliance Leverage 98

The Charity CFO

JANUARY 29, 2025

In the latest episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with Howard Levy, branding and marketing strategy expert from Red Rooster Group , to discuss the importance of brand strategies for nonprofits and how organizations can keep their brands relevant in today’s rapidly changing landscape.

Nonprofit 52

Nonprofit Communication Leadership Data Analysis 52

Nerd's Eye View

JANUARY 6, 2025

FINNY AI, an AI-powered prospecting tool, has raised $4.2

Prioritization 75

Prioritization Startups Technology Communication 75

Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Benchmarking 72

Benchmarking Treasury Compliance Communication 72

CFO Talks

MARCH 20, 2025

Talking Money Without Causing Panic Numbers tell the truth, but how you communicate with them determines how they are received. Simply presenting the numbers without explanation leaves room for doubt and speculation. Be prepared with data and a well-thought-out response to show confidence in the numbers.

Leadership 52

Leadership CFO Communication Numbers 52

CFO Talks

JUNE 12, 2025

Communicating the Strategy with Consistency Recovering from financial difficulty is not only a technical process. Staff may feel anxious about job security, stakeholders may have lost confidence, and the broader business community may be sceptical about the company’s future. Communication must be clear, frequent, and meaningful.

CFO 52

CFO Profit and Loss Leadership Communication 52

Future CFO

NOVEMBER 6, 2024

CFOs and the Finance team rode on the waves of these shifts in the market, putting talent management—re-skilling and up-skilling—on the priorities list to help finance professionals through transformation and change. Challenges into opportunities As a finance leader, Shivam sees each challenge as an opportunity to reflect.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

CFO Talks

JANUARY 30, 2025

Below are the key takeaways from this insightful discussion: The Foundation of a Strategic Vision Roger shared that a successful strategic vision starts with identifying the “magic numbers” for a business. He recommended frequent communication to address concerns and align employees.

Communication 52

Communication CFO Valuation Construction 52

CFO Thought Leader

APRIL 17, 2025

Reflecting on that moment, he explains how relocating, digging into the numbers, and telling privateequity owners the hard truth set the stage for a radical turnaround.

CFO 52

CFO Profit and Loss Prioritization Communication 52

Nerd's Eye View

JUNE 24, 2025

In this episode, we talk in-depth about how Griffin leverages his own experience as a firm founder to support his business-owner clients navigate financial planning decisions (in particular, tax planning opportunities), how Griffin encourages his business-owner clients to invest a portion of their profits outside of the business to diversify their (..)

52

52

CFO Thought Leader

AUGUST 18, 2024

This partnership, Shakir tells us, has proven to be but one of a number of alliances in Tata’s journey toward becoming “the national AI champion for all of India.” ” –Kabir Ahmed Shakir, CFO, Tata Communications CFOTL: What makes Tata’s approach to partnerships unique, different, or otherwise meaningful?

Communication 52

Communication CFO Leadership Finance 52

CFO Talks

MAY 7, 2025

Profit Leaks and Panic Fixes: How Smart CFOs Solve Problems with Precision In the world of financial management, being a CFO means far more than just numbers on a spreadsheet. But navigating complex financial problems isnt just about being good with numbers; its about using those numbers to make smart, impactful decisions.

Problem Solving 52

Problem Solving CFO Communication Performance Measuring 52