The Finance Weekly

MARCH 5, 2024

Surprisingly, Excel was the number one solution, despite being the nemesis of IT professionals. As anticipated, smaller companies with up to 150 employees tend to prioritize productivity. Their innovation lies in streamlining payment workflows, improving compliance, and facilitating strategic financial planning.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

Bramasol

DECEMBER 14, 2023

The number of subscribers has grown significantly, from around 370 in 2015 to over 20,000 in 2022. By prioritizing ESG and adopting proactive strategies, large enterprises can enhance their reputation, resilience, and deliver higher value in an increasingly ESG-focused business landscape.

Technology 88

Technology SAP IFRS Compliance 88

CFO News Room

NOVEMBER 5, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). Jeff Berman | ThinkAdvisor). in 2023 and the annual deductible will decline by $7 to $226.

Mergers and Acquisitions (M&A) 130

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

PYMNTS

NOVEMBER 26, 2019

PYMNTS’ Credit Union Innovation Index found that CU members may not prioritize the latest technologies as much as bank and FinTech customers do, but they still value easy-to-use mobile apps and online capabilities. Crunching The Numbers . Meeting Members Where They Are With Promotions .

Marketing 52

Marketing Leverage Prioritization Advertising 52

PYMNTS

OCTOBER 30, 2020

Businesses also prioritize having up-to-date financial status data that will enable them to carefully oversee liquidity across all their various bank accounts and to make accurate decisions. Managing Cash Flow Reporting in B2B.

B2B 59

B2B Economics Banking Prioritization 59

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 19, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. How advisors can help their clients turn their HSAs into wealth-building machines. Three things other than pay that firms can do to attract currently employed talent.

Planning 130

Planning Leadership Healthcare Accounting 130

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., But no sooner did I start helping people in this layoff situation, I realized, number one, you gotta have empathy.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, that can move the numbers, as well.

Restructuring 130

Restructuring Planning Marketing Accounting 130

PYMNTS

APRIL 16, 2018

There are any number of conclusions one might draw after watching the Facebook hearings on Capitol Hill last week. But they all recognized that it was the best way then to reach a massive number of eyeballs. Anyone who gets it down to one minute should definitely get the Nobel Peace Prize.

Advertising 48

Advertising Transportation Numbers Sales 48

Barry Ritholtz

FEBRUARY 28, 2023

So it used to be within private markets that you would find a good business, apply quite a bit of leverage to it, at least in the private equity business, and be able to make a pretty good return by buying good solid businesses as they are. Leverage levels have come down materially. LAYTON: Leverage levels have changed.

Investments 57

Investments Marketing Leverage Valuation 57

CFO News Room

NOVEMBER 1, 2022

And part of the reason we don’t sell anything else is because I came from the world where there was tons of compliance, tons of paperwork. Mindy: I mean, a lot of times they’ll say stuff like, “Time to prioritize this.” So, I will say, let me just preface this with, I am fundamentally lazy. Mindy: Yeah, yeah.

Planning 130

Planning Investments Accounting Math 130