CFO Simplified

MARCH 7, 2024

The CTA seeks to pull smaller shell companies and holding companies into the regulatory framework, which means the brunt of CTA compliance falls on smaller businesses. LP has formed the CTA Task Force to consult on these burgeoning issues of FinCEN compliance and complexities of beneficial ownership.

Tax Planning 52

Tax Planning Compliance Restructuring Treasury 52

PYMNTS

AUGUST 3, 2018

Money transfer giant MoneyGram beat expectations on the bottom line but missed on the top, as new compliance standards put in place by the company proved a headwind to revenues. Walmart is “up, running and tracking to plan,” said Holmes. This will let them keep margins intact even in the face of a drag on revenues.

Compliance 40

Compliance Restructuring Marketing Securities 40

PYMNTS

JULY 21, 2020

To bolster its financial status and let it better compete in a difficult retail climate, Tailored Brands plans to make changes that will lead to a reduction of roughly 20 percent of its corporate positions by the conclusion of fiscal Q2. The company, whose brands include Jos.

Retail 52

Retail Restructuring Compliance Banking 52

Future CFO

NOVEMBER 9, 2023

With this in mind, financial leaders must take into consideration the current market and organisational trends across various industries to maximise their financial planning and analyses, thereby benefiting the company as a whole. The post The increasing focus of medtech companies on ESG initiatives appeared first on FutureCFO.

Restructuring 52

Restructuring Healthcare Manufacturing Compliance 52

Spreadym

SEPTEMBER 12, 2023

Budget preparation is the process of creating a detailed financial plan that outlines an organization's expected income and expenses for a specific period, typically for a fiscal year. Consider Contingencies: Plan for unexpected expenses or emergencies by including a contingency fund in your budget. 3 to 5 years).

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

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 Accounting Marketing 130

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives.

Financial Planning and Analysis (FP&A) 130

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

Future CFO

MAY 24, 2020

According to the survey, businesses are seeking a model that balances different priorities that transcend routine compliance tasks. Yet 79% of respondents plan to reduce the cost of their tax and finance function over the next two years. Source: How a reimagined tax and finance function can improve your bottom line, EY 2020.

Finance 52

Finance Compliance Restructuring Tax Planning 52

Focus CFO

JUNE 28, 2023

Building Resilience and Adaptability: 6 Key Financial Strategies for Businesses Strategic & Financial Resilience: Analyze and assess the potential impact of the economic downturn, develop contingency plans, and guide the business in making informed decisions. Risk Management and Compliance: During economic downturns, risks amplify.

Economics 52

Economics CFO Forecasting Communication 52

Michigan CFO

SEPTEMBER 29, 2021

For businesses that must adhere to specific data security compliance standards, going digital can help simplify the process with the help of a CFO to ensure accuracy. Real-Time Compliance: Quickly remediate issues and ensure tax compliance. Streamlining Investments.

Manufacturing 52

Manufacturing CFO Compliance Forecasting 52

PYMNTS

JULY 30, 2019

.” One source told the publication that Deutsche Bank may not have “thought through properly” the logistics of these layoffs, “which is causing a huge compliance headache.” The news outlet noted that the potential security mistake comes as Deutsche Bank readjusts its market strategy in a major restructuring.

Banking 43

Banking Restructuring Compliance Communication 43

PYMNTS

APRIL 19, 2019

Lyric plans to use the investment to expand its operations as it continues to focus on regulatory compliance. The company said it plans to use the investment to further build out its lending operations. The company plans to use the investment to collaborate with MUFG and Sozo, and promote growth. Chainalysis. Negotiatus.

B2B 69

B2B Investments Accounts Payable Benchmarking 69

PYMNTS

NOVEMBER 7, 2019

The authentication challenges that SCA presents to merchants and their payment partners mean that many must significantly restructure the ways they treat online payments. Only 63 percent of compliance laggards said the same. The act gives rights to the state’s 40 million residents that are similar to Europe’s SCA and GDPR rules.

Restructuring 49

Restructuring Compliance Communication Retail 49

The Charity CFO

NOVEMBER 10, 2022

Improves compliance. A solid picture of finances helps with strategic planning, identifying new fundraising opportunities, and evaluating program effectiveness. This requires deliberate financial planning, budgeting, and bookkeeping that may be impossible for someone without experience in the nonprofit sector to understand.

Nonprofit 52

Nonprofit Accounting Auditing GAAP 52

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

PYMNTS

OCTOBER 22, 2018

The official white flag comes after years of attempted restructuring of the once iconic brand. Under the bankruptcy plan , Lampert steps down as CEO and will be replaced with a three-person committee, though he will remain as chairman of the board. According to the filing, Sears lists $6.9 billion in assets and $11.3

Profit and Loss 53

Profit and Loss Restructuring Retail Compliance 53

Future CFO

FEBRUARY 10, 2021

She highlighted some of the challenges facing CFO: workforce disruptions during lockdowns and the pandemic’s impact on business and operations; requiring CFOs to rethink the future of work as the pandemic has reshaped the nature of work, to reimagine/adapt new business model and technology to digitise and restructure business/work processes.

CFO 52

CFO Finance Auditing Treasury 52

Corporate Finance Lab

OCTOBER 26, 2023

In my PhD book “Intra-Group Financing and Enterprise Group Insolvency: Problems, Principles and Solutions”, I focus on financial arrangements common for enterprise groups and explore their influence on and treatment in insolvency and restructuring of corporate groups. The existence of cross-guarantees may affect restructuring in other ways.

Finance 85

Finance Restructuring Economics Sales 85

Jedox Finance

AUGUST 23, 2022

To successfully move from outdated spreadsheet workflows to using integrated financial planning, there are important steps and decisions to consider. In this guide, we will discuss how the Office of Finance can embark on the path to successful integrated planning. What is integrated planning? What is integrated planning?

Planning 52

Planning Budgeting Forecasting Reconciliations 52

CS Lucas

FEBRUARY 10, 2020

But the fact remains: if you have strong resistance from your team or cynicism from the top, no amount of planning or logistical know-how will stop you hitting road bumps along the way. How these problems restrict the performance and flexibility of treasury, increasing the risk of late payments, cashflow issues and compliance breaches.

Numbers 40

Numbers Restructuring CFO Treasury 40

Barry Ritholtz

MARCH 27, 2023

Was that where you plan to go? RITHOLTZ: So you were very actively involved in the restructuring of the airlines post 9/11. So there really wasn’t a whole lot of restructuring and distressed assets afterwards, or was there? So those companies restructured or liquidated. But let’s roll back a little bit.

Investments 110

Investments Restructuring Profit and Loss Finance 110

PYMNTS

DECEMBER 14, 2018

Two senators are calling for a banking committee investigation of Deutsche Bank ’s compliance with U.S. This follows a recent memo revealing that the House Financial Services Committee plans to look into the bank’s U.S. safeguards against money laundering. dealing, including the company’s ties to President Donald Trump.

Compliance 54

Compliance Restructuring Banking Finance 54

Barry Ritholtz

SEPTEMBER 5, 2023

MILLER: Yeah, the way to think of Florida, the way I think of it, without sounding like I work for the Tourism Board of Florida, is the real estate industry down there, because of work from home, is undergoing restructuring. That it’s sort of evolving from a place you go to vacation or visit to a place that you live. MILLER: Right.

Sales 52

Sales Marketing Numbers Construction 52