E78 Partners

NOVEMBER 18, 2024

Loss of Stakeholder Confidence: Investors and clients may become wary during leadership changes, which can cause fluctuations in stock prices or contract renewals. Operational Disruptions: Leadership changes can lead to shifts in priorities, potentially derailing key projects and impacting profitability.

Leadership 52

Leadership Budgeting Profit and Loss CFO 52

Barry Ritholtz

APRIL 15, 2025

Whatever the final tariff situation, the White House can clearly learn from the communication strategies the Federal Reserve has perfected. ~~~ We are not privy to the discussions inside the Oval Office. Think of this as the discounting function of the markets, assessing a range of corporate revenues and profits over the next four quarters.

Profit and Loss 127

Profit and Loss Economics Treasury Leadership 127

CFO Talks

FEBRUARY 27, 2025

It means making decisions based on what is right rather than what is easy or profitable in the short term. Businesses that engage in unethical practices may gain short-term profits, but they risk losing their reputation, which can take years to rebuild. What is Ethical Leadership?

Leadership 52

Leadership Profit and Loss Communication Accounting 52

CFO Talks

FEBRUARY 26, 2025

However, a poorly executed deal can cause financial losses, employee dissatisfaction, and even the downfall of a company. Discounted Cash Flow (DCF) Analysis DCF estimates the future profits of a business and calculates their present value. Poor integration can lead to employee turnover, customer loss, and operational disruptions.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Profit and Loss Valuation Compliance 52

CFO Thought Leader

APRIL 17, 2025

He describes discovering a milliondollar monthly loss just 60 days into one assignment, orchestrating an acquisition to restore profitability, and converting the deficit into $1 million EBITDA gains within a year.

CFO 52

CFO Profit and Loss Prioritization Communication 52

Global Finance

APRIL 5, 2025

Anthony Noto Global Winners By Sector Financial Institutions: UBS In 2024, UBS showed strong net profit and high client activities. In the latter category, the bank played a key role in Tottenham Hotspur Football Clubs equity injection during a year of significant losses for the Premier League club. billion valuation.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

E78 Partners

JUNE 16, 2025

Whether it is poor post-close planning, misjudged synergy estimates, or ineffective communication across teams, failure tends to follow patterns. Talent Disruption and Culture Clash: Employee turnover, role confusion, and resistance to change often follow poorly communicated or poorly executed transitions. eBay and Skype (2005) – $2.6

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Leadership Profit and Loss Communication 52

Future CFO

JUNE 22, 2025

Song cites an example of a Singapore company that hedged fuel prices for five years, only to face severe fluctuations in profit and loss during the pandemic, illustrating the risks of underestimating volatility. Communication emerges as another critical leadership skill.

Leadership 52

Leadership CFO Communication Profit and Loss 52

The Charity CFO

DECEMBER 23, 2024

Successful nonprofits and for-profit businesses alike use a variety of key performance indicators (KPIs) to help track their organizations performance. Tracking donor retention rates can help you determine if your donor outreach and communications are working to create repeat donors.

Nonprofit 52

Nonprofit Numbers Profit and Loss Concentration 52

The Big Picture

JUNE 16, 2025

But of all of the asset classes that protect you with the greatest charity against the decrement in your future consumption, loss of your future consumption tips do it better than anything else I can think of. Yeah, 00:32:00 [Speaker Changed] EE exactly. I mean it is, it is a problem. 00:32:16 [Speaker Changed] Stocks really interesting.

Math 52

Math Finance Investments Marketing 52

Barry Ritholtz

MAY 19, 2025

By November 4th, all of the losses had been made up and then some. Feel free to debate renaming libraries or taking down statues all you want, but close the global economy in a way that dramatically slashes corporate revenue and profits without addressing the impact of what you’ve done? ALL IN ONE WEEK. Best of luck with that!

Marketing 124

Marketing Profit and Loss Communication Financial Systems 124

Barry Ritholtz

MAY 6, 2025

And I kept roughly half the profits and there was no training. Oh my God profit. Not, not for me, $500 trading profit. Not, not for me, $500 trading profit. So vol of o of the op, an option has premium, and that premium is the extra amount you pay for the right to have limited loss and unlimited gain.

Profit and Loss 59

Profit and Loss Risk Management Marketing Banking 59

CFO News Room

NOVEMBER 4, 2022

Check out the companies making the biggest moves midday: Starbucks — The Seattle-based coffee company jumped nearly 9% after reporting quarterly profit and revenue that topped expectations. On Friday, Cowen downgraded the communication tools company to market perform from outperform, citing deteriorating macro trends.

Profit and Loss 130

Profit and Loss Forecasting Sales Economics 130

PYMNTS

OCTOBER 16, 2020

In August, news surfaced that five of the country’s biggest state-owned lenders saw their largest profit losses in at least 10 years, as defaulted debt has jumped amid the coronavirus. During the first two quarters of 2020, these lenders also put more funds aside in anticipation of loan losses to come.

Banking 112

Banking Profit and Loss Construction Communication 112

PYMNTS

NOVEMBER 25, 2019

India-based OYO has filed a valuation report with India’s ministry of corporate affairs indicating that the company did not expect to turn a profit until 2022, Reuters reported on Monday (Nov. The losses were six times higher in 2019 through March compared to 2018, but its revenue more than quadrupled for the same time period.

Profit and Loss 56

Profit and Loss Valuation Auditing Startups 56

PYMNTS

APRIL 13, 2020

To set the stage, and as communicated by JPMorgan CEO Jamie Dimon in a letter to shareholders earlier in the month, “we don’t know exactly what the future will hold — but at a minimum, we assume that it will include a bad recession combined with some kind of financial stress similar to the global financial crisis of 2008.

Banking 124

Banking Profit and Loss Sales Communication 124

The Charity CFO

DECEMBER 27, 2023

Does your nonprofit have ownership of a for-profit entity? Whether your organization owns a for-profit company outright or has limited ownership, a for-profit subsidiary can have serious tax implications for your nonprofit. Nonprofits with excess holdings may face an excise tax on the value of shares over the limit.

Nonprofit 52

Nonprofit Profit and Loss Communication CFO 52

Nerd's Eye View

SEPTEMBER 21, 2023

Regardless of the size of a financial advisory firm, clients are a constant necessity to sustain a profitable business. As a starting point, there are unconventional marketing principles that can help advisors who do not want to engage in traditional marketing campaigns to effectively attract and acquire clients. Read More.

Profit and Loss 98

Profit and Loss Advertising Communication Marketing 98

CFO Simplified

AUGUST 14, 2022

Communicate with your bank on a regular basis. You don’t want to be showing a large profit one month and a large loss the next month—even if over a period of time that balances itself out. When looking at your financials, there are two main things banks are keeping an eye on: Profitability or net income on a regular basis.

Banking 98

Banking Profit and Loss Financial Reporting CFO 98

CFO News Room

FEBRUARY 3, 2022

closed down more than 26% in Thursday trading—a $230 billion-plus loss in market capitalization—after Chief Financial Officer. which retreated more than 23% Thursday amid concerns over the impact Apple’s policy is having on the online ad market, cheered investors after the closing bell with its first-ever quarterly profit. AAPL -1.67%.

Advertising 130

Advertising Profit and Loss Sales CFO 130

Future CFO

SEPTEMBER 5, 2024

Communicating the initiatives of the organisation surrounding environmental, social, and governance has to be on point to maximise benefits and avoid wasting time and resources. Young says there is an increasing demand for organisations to grow profitably but responsibly. One of which, of course, is ESG.

Leverage 98

Leverage Profit and Loss Compliance Finance 98

CFO News Room

DECEMBER 7, 2022

Excluded from this first prong of “advertisements” are: Extemporaneous, live, oral communications; Information contained in a statutory or regulatory notice, filing, or other required communication; and. Bulk emails, templates, and other communications that appear to be personalized (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

The Charity CFO

JANUARY 17, 2022

So you can understand what’s happening in your business and communicate effectively with your board members, donors, and financial team. And then, there are a series of reports and financial statements you’ll use to communicate the financial reality of your organization to potential donors, the IRS, watchdog agencies, and other stakeholders.

Nonprofit 96

Nonprofit Accounting Profit and Loss Accounts Payable 96

CFO Share

JUNE 6, 2024

This involves monitoring market risks, managing credit exposures, maintaining adequate liquidity, and implementing robust internal controls to prevent financial losses and ensure financial stability. Effective Communication. Keeping the communication lines open across the organization is crucial.

Risk Management 105

Risk Management CFO Foreign Exchange Credit Risk 105

Nerd's Eye View

NOVEMBER 22, 2022

Read More.

Profit and Loss 98

Profit and Loss Communication Leverage Planning 98

CFO Talks

AUGUST 21, 2024

IFRS 9 Financial Instruments: Managing Expected Credit Losses IFRS 9 introduced the concept of expected credit losses (ECL), which means companies must recognise potential credit losses earlier, based on a forward-looking model. CFOs must ensure stakeholders understand this shift and its implications for financial statements.

IFRS 52

IFRS Profit and Loss Communication Credit Risk 52

CFO News Room

NOVEMBER 22, 2022

Abercrombie & Fitch – Shares of the retail stock jumped 19% after the apparel retailer beat Wall Street’s revenue forecasts for the third quarter and posted unexpected quarterly profit. AgroFresh Solutions – The chemical company focused on preventing food loss added 5.4% related investing news.

Profit and Loss 130

Profit and Loss Forecasting Entertainment Retail 130

Nerd's Eye View

FEBRUARY 27, 2024

Dianne is the Managing Partner of Argent Bridge Advisors, a hybrid advisory firm based in Vienna, Virginia, that oversees $500 million in assets under management for 350 client households.

Profit and Loss 52

Profit and Loss Marketing Communication Planning 52

PYMNTS

JANUARY 22, 2021

It can help banks reduce tens of millions of dollars in losses, which will get the attention of every financial services company on the planet. Businesses are beginning to see the ways in which AI can be useful to developing those new communications channels. “I

Banking 106

Banking Credit Risk Profit and Loss Risk Management 106

Future CFO

DECEMBER 7, 2022

You want to do this because, for example, if you are suffering business losses or you feel that your competitor is doing something different or there is some new technology that you must keep up with. Communication strategy. It is human nature to resist change but convincing people to do so starts with good communication.

CFO 97

CFO Profit and Loss Communication Forecasting 97

CFO Thought Leader

APRIL 15, 2025

He was sixty days into his new role when Brian McClintock tells us he realized the companys monthly profit was actually a million-dollar loss. This vantage point will enable you to identify both positive and negative leading indicators, helping you navigate the business efficiently and profitably. What does that really mean?

CFO 52

CFO Profit and Loss Communication Leverage 52

Centage

SEPTEMBER 13, 2022

Profit and loss statement: Also known as an income statement, a profit and loss statement summarizes your company’s costs, expenses, and revenues incurred in a certain period, such as throughout the fiscal year or during a specific quarter.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Planning 98

Planning Problem Solving Profit and Loss Prioritization 98

PYMNTS

MARCH 12, 2020

After state lawsuits and regulatory problems, the deal was approved in 2019 by the Federal Communications Commission and the Justice Department. “We Following the WeWork debacle, Uber’s lack of profitability and other investment missteps, SoftBank’s quarterly profit dropped 99 percent in February to ¥2.59

Profit and Loss 60

Profit and Loss Startups Budgeting Communication 60

PYMNTS

OCTOBER 1, 2020

Kount , the Boise, Idaho-based Software as a Service (SaaS) platform designed to simplify fraud detection and improve profitability, announced it has partnered with Verifi , the payment protection and management company. Visa said the goal of the purchase is to enhance its chargeback and dispute resolution infrastructure. “As

Profit and Loss 73

Profit and Loss Risk Management Communication Leverage 73

Nerd's Eye View

APRIL 25, 2023

Ari is Managing Partner of Values Added Financial, an independent RIA based in Washington, D.C., that oversees $143 million in assets under management (AUM) for nearly 75 client households.

Profit and Loss 98

Profit and Loss Economics Communication Planning 98

PYMNTS

MARCH 28, 2019

Line’s messaging app is hugely popular in Japan beyond just communicating. Line is vowing to make the FinTech business profitable in three years. In 2018 Line posted its first annual loss since its listing in 2016. It had a net loss of $33.5 As cases in the U.S. million for last year.

Profit and Loss 69

Profit and Loss Communication Leverage Investments 69