PYMNTS

DECEMBER 7, 2020

and abroad that the concentration of power amongst a small number of tech companies is curtailing growth in the tech sector, reducing innovation and potentially having negative impacts on the people and businesses that rely on them.”. But there is growing consensus in the U.K.

Healthcare 57

Healthcare Marketing Compliance Advertising 57

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 News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

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

Barry Ritholtz

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA.

Concentration 141

Concentration Benchmarking Investments Accounting 141

CFO News Room

JANUARY 8, 2023

While the turn of the year presents an opportunity to take a fresh look at your strategy and plan where to focus your energies, it can be hard to sort real trends from hype. When looking at how you plan to invest in technologies over the next year, try to think holistically and consider how they make work together to unlock new opportunities.

Budgeting 130

Budgeting Securities Economics Technology 130

The Charity CFO

APRIL 22, 2024

High levels of burnout could pose legal, compliance, and financial risks as employees lose focus or drive in their jobs. On-the-job training, mentorship programs, and career planning sessions can help employees get more out of their jobs. Signs and Symptoms The signs and symptoms of burnout can manifest both physically and mentally.

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

Future CFO

SEPTEMBER 10, 2023

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

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 29, 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.

Leverage 130

Leverage Planning Concentration Tax Planning 130

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. An entrepreneurial CFO can readily answer critical questions such as the required capital, its utilization plans, expected returns, and how to manage financial risks.

Startups 52

Startups Finance CFO Forecasting 52

The Finance Weekly

APRIL 25, 2022

Most of these steps, which include empowering CISOs, concentrating on business continuity capabilities and investments, and improving scenario planning, intersect with the CFO’s growing role in supporting and financing the organization’s cybersecurity framework. Follow Affairs Consistently.

Finance 107

Finance Forecasting Treasury Concentration 107

PYMNTS

JUNE 4, 2019

Xpollens removes the complexity of issuing and managing payments methods, allowing Fintechs, retailers and corporates to concentrate on their core business, on providing the best customer experience, and to take full advantage of the huge business opportunities afforded by PSD2,” said Natixis Payments CEO Pierre-Antoine Vacheron.

Concentration 46

Concentration Compliance Accounting Retail 46

The Finance Weekly

OCTOBER 13, 2021

For example, a retailer might discover that, despite plans to build another location, many of its consumers choose to never shop in a store again. To alleviate this concern, finance teams should employ scenario modeling and financial planning tools to compare the immediate expense of the move to the long-term income potential.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

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

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

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 Leadership

AUGUST 12, 2021

Prior to joining the AHA, Christina was vice president of finance for the Federal Reserve Bank of Chicago where she led the financial planning and analysis functions for the Chicago Fed and collaborated on projects with leaders across the Federal Reserve System. Kim Nguyen, CFO, Industrial Management Training Institute (IMTI).

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

Boston Startup CFO

OCTOBER 29, 2012

Are you prepared to manage the day-to-day of your startup, from recruiting new talent to bookkeeping to financial planning? Overall, CFOs help you with business planning, providing your business plan with essential rigor. If you have a knowledge gap within the ecosystem of your organization, you need to fill it.

Startups 52

Startups Mergers and Acquisitions (M&A) CFO GAAP 52

Barry Ritholtz

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Compliance Investments Finance 61

CFO News Room

DECEMBER 12, 2022

If you are planning to travel on Xmas, do consider your plans carefully. * * *. • December 5: • California data point (1): 1/ SARS-CoV-2 concentrations are skyrocketing in wastewater across California. Campus bivalent vaccine compliance is only 22%. I would bet that speckling of red in Utah is sky country.

Concentration 130

Concentration Accounting Numbers Healthcare 130

Future CFO

MARCH 7, 2021

Look at how women become the best planner of their family trips — they ensure the best value and experience by coming up with multiple scenarios and contingency plans. Women are also the best architects when it comes to the creation of their dream houses. To support women in the workplace, I am a strong advocate for working from home.

Finance 52

Finance SAP Leadership CFO 52

Barry Ritholtz

FEBRUARY 6, 2024

What, what was the career plan? And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. Whereas the ETF is designed to be a more straightforward s and p 500 US only equity strategy 00:29:26 [Speaker Changed] And it’s concentrated 35 large cap stocks.

Valuation 52

Valuation Investments Finance Math 52

PYMNTS

AUGUST 22, 2016

Rogoff has a plan for how to rid the world of the 3,000-year-old artifact that he believes has passed its prime. His plan is to get governments all over the world to, first, stop printing all large-denomination bills, such as $100 bills and £500 notes, immediately. It’s unregulated. That sounds safe, doesn’t it?

Currencies 41

Currencies Banking Accounting Budgeting 41

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. Farhaan: Sure. Farhaan: Sure.

CFO 52

CFO Leadership Accounting Finance 52

Barry Ritholtz

DECEMBER 14, 2022

RITHOLTZ: Are we going to get a red flag from a compliance, or is that an official statement we could use? Because going back to our thematic investing, our portfolio is 80 percent concentrated in warehouses, rental housing, lab office space and hospitality asset. RITHOLTZ: 16 percent annually, net of fee? Cambridge U.K.,

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question. BERRUGA: Yeah.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. 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. ” One about five years ago, I’m planning a trip to Silicon Valley. SEIDES: Oh no.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52