Future CFO

SEPTEMBER 26, 2023

65% of respondents reported that their organisations have plans to curb costs or control expenses in the next 12 months. The primary reasons cited for these plans were fears of recession and uncertainty in the economic environment (59% of respondents) and inflationary pressures (58%).

Treasury 52

Treasury Risk Management Concentration Economics 52

Future CFO

JULY 17, 2023

A recent survey report from PwC and GTreasury, Treasurers: The First Line of Defense for Economic Disruption , offers the most current insight into how treasury teams and the office of the CFO are approaching volatility. This article discusses some of the key takeaways from that report. 3) Enhance working capital management.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

Corporate Finance Lab

MARCH 27, 2023

As important as these practical implications are, the tightening of FDI rules also raises more theoretical questions, that is, from a Law and Economics perspective. One reason is that Belgian and Dutch companies are typically characterised by a highly concentrated (family) shareholder structure. Available at [link]. [3] 10] Idem. [11]

Economics 57

Economics Mergers and Acquisitions (M&A) Investments Concentration 57

Barry Ritholtz

MAY 16, 2023

Bloomberg ) • The audacious plan to trigger Credit Suisse’s CDS : Can a bond that no longer exists trigger a default? Major coastal metros have been hubs of the kind of educated workers coveted most by high-powered employers and economic development officials. Economists have lamented the growing coastal concentration of their wealth.

Concentration 103

Concentration Leverage Economics Education 103

PYMNTS

JANUARY 26, 2021

Speaking at a World Economic Forum panel, Yi said the matter was “complicated” and what was needed was a clear legal framework. “I Problems with regulators hit full force in November when the Shanghai Stock Exchange acted to delay Ant Group’s plan to go public. Another issue, Yi said, was that of consumer privacy.

Concentration 95

Concentration Economics Banking Planning 95

Barry Ritholtz

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. If you can’t beat ’em, join ’em seems to be the business plan, even if it makes the rest of us miserable in the process. 2 Regardless, something is amiss.

Concentration 140

Concentration Economics Investments Education 140

PYMNTS

FEBRUARY 1, 2021

economy and jobs market will take years to recover from the coronavirus economic crash. The CBO said such industries as travel and hospitality were particularly hard hit — with “job losses concentrated among lower-wage workers.”. percent, the first economic contraction since 2009 and the biggest drop since 1946, another U.S.

Budgeting 60

Budgeting Concentration Forecasting Economics 60

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. Geopolitical and economic uncertainties are injecting more caution into the next phase of tech’s evolution. Looking ahead is always a tricky business.

Budgeting 130

Budgeting Securities Economics Technology 130

Future CFO

AUGUST 14, 2023

Third-party viability was the top fast-emerging risk that organisations are monitoring most closely in the 2Q23 survey, Gartner pointed out, adding that financial planning uncertainty was ranked the third among emerging risks for enterprises, followed by cloud concentration risk. Flawed financial planning assumptions.

Concentration 52

Concentration Benchmarking Auditing Leadership 52

PYMNTS

MARCH 7, 2017

Speaking in front of the LendIt conference in New York yesterday (March 6), Comptroller of the Currency Thomas Murray told those assembled that the oversight body will go forward with plans to offer banking charters to fintech companies.

Planning 40

Planning Banking Concentration Currencies 40

Future CFO

JULY 4, 2023

Regulatory readiness deepens challenges Many large global businesses are bracing for sweeping reforms as governments implement the Organisation for Economic Co-operation and Development’s (OECD)/G20 base erosion and profit shifting (BEPS) 2.0 rules including global minimum taxes under Pillar Two, said EY. Beyond BEPS 2.0, The post BEPS 2.0:

Finance 52

Finance Concentration Invoicing Compliance 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

JANUARY 11, 2023

Sellers need to avoid a spread-the-peanut-butter approach and instead concentrate resources on the most promising opportunities. The emerging winners will be the ones who take a more nuanced approach, tailoring the answer to the strength of their own products and markets, as well as to how economic uncertainty affects their customers.

B2B 100

B2B Sales Concentration Restructuring 100

PYMNTS

AUGUST 3, 2020

Will saving for a rainy day today lead to economic clouds just a bit down the road? recipients of economic aid are being judicious about how they spend the funding being extended by the government. percent planned to save their stimulus checks, and 15.7 percent planned to pay off debt. Spending To Cover Expenses.

Economics 78

Economics Concentration Prioritization Banking 78

PYMNTS

DECEMBER 14, 2020

Smart technologies have enormous potential to improve both human life and the health of the planet,” stated the World Economic Forum’s 2020 Wild Wide Web report. If the pandemic has taught us anything, it’s that planning and preparation and a coordinated global response are necessary to combat a truly global threat.

Securities 77

Securities Concentration Economics Transportation 77

PYMNTS

SEPTEMBER 30, 2020

Nor would they be required to develop plans for recovery or restitution of funds in the event of a catastrophic situation, FIs claim. Among the issues the industry has raised are concerns that special purpose payment banks won’t be subject to the federal Bank Holding Company Act (BHCA) and other relevant statutes.

Banking 139

Banking Financial Systems Concentration Currencies 139

PYMNTS

OCTOBER 12, 2020

How, where and why consumers are transacting has shifted rapidly during the pandemic due to both health and economic concerns, and online payments have claimed a bigger role in commerce. The pandemic-induced jump in online purchases can actually mask the growing fraud threat for retailers, however, according to one recent report.

Concentration 79

Concentration Retail Leverage Entertainment 79

PYMNTS

JULY 15, 2020

What we’re seeing is the retailers that have invested materially and brought a concentrated effort to their digital presence have had the ability to shift online materially [more quickly] and pick up a share of wallet that is actually increasing given that spend in hospitality and travel has nearly disappeared.”.

Concentration 82

Concentration Retail Forecasting Investments 82

PYMNTS

JANUARY 11, 2018

overwhelmingly plan to expand financing activity this year. According to new research from Magilla Loans , which offers an anonymous search engine data for both home and business loans, a survey of mortgage and business lenders found plans to originate more than half a trillion dollars’ worth of loans in 2018. Lenders in the U.S.

Finance 50

Finance Foreign Exchange Concentration Currencies 50

PYMNTS

APRIL 10, 2019

And within that concentration, as much as 80 percent of bitcoin mining is performed by six mining “pools” – and five of them are in China. In the past, China has boosted power prices to help curb production, as raising that input would make it economically unfeasible for miners to operate with the zeal that had been in place.

Concentration 58

Concentration Currencies Economics Planning 58

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. in Economics from UCLA and M.B.A. Denye received his B.A.

Leadership 98

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

Future CFO

SEPTEMBER 9, 2019

And if not properly managed, it can derail CFOs’ best laid out plans. When we did our shared service centralisation, we did not look at just accounting, budgeting, and planning. Concurrently, the company concentrated its IT functions in Australia and reducing the number of CIOs to one. There is only one problem: maintenance.

Finance 52

Finance Budgeting Concentration Technology 52

The Finance Weekly

OCTOBER 13, 2021

Companies looking to advance in this new economic environment will continue to rely on the same four strategies that have proven successful over the past 16 months. 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.

Mergers and Acquisitions (M&A) 52

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

Musings on Markets

JANUARY 12, 2021

To sit on the live classes, you have to be a Stern student enrolled in the class, but I plan to record the classes and you can watch those recordings either on my website or on YouTube (where each class will have its own playlist), and access supplementary material (slides, post-class tests).

Valuation 52

Valuation Corporate Finance Finance Investments 52

PYMNTS

JANUARY 28, 2020

And through the authors’ models, the global economic loss from SARS came close to $40 billion in 2003. To be sure, economic growth rebounded quickly, from 2.9 With the vast bulk of cases still confined to China, the economic impact would likely be most concentrated in that country, and the general region. percent to 4.4

Economics 66

Economics Concentration Sales Retail 66

CFO News Room

JANUARY 29, 2023

Well, it refers to the high safety standards regarding COVID-19 that are currently being implemented at the 2023 Annual Meeting of the World Economic Forum (WEF) in Davos, Switzerland. Making plans, building assembly lines, developing metrics; America used to be able to make stuff. What’s this all about? 4) Efficiency.

Concentration 130

Concentration Construction Economics Invoicing 130

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

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

Future CFO

JANUARY 10, 2024

A look back at 2023 and it becomes clear that persistent challenges were the norm for much of the year – be it in the form of social, geopolitical or economic. Insolvency in Asia The Allianz Research paper, Global Economic Outlook 2023-25 , notes that businesses face declining demand and higher costs while pricing power is fading.

Forecasting 52

Forecasting Concentration Economics Risk Management 52

CFO Simplified

SEPTEMBER 11, 2023

Here are some areas you should consider in your planning: Customer Concentration Leadership Staffing Products Financial Resources Technology Customer Concentration is an easy one to understand. Is your leadership concentrated in one office? Concentrating too many responsibilities in one person can be disastrous.

Concentration 52

Concentration Leadership CFO Manufacturing 52

Barry Ritholtz

FEBRUARY 6, 2024

What, what was the career plan? There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. It’s great to be here. Let, let, let’s start there.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

APRIL 14, 2023

So when Brendan reached out and asked to come on to discuss behavioral finance and financial planning, I felt like paying it forward was the right way to go. We discuss Overconfidence, Anchoring, and Dunning-Kreuger and how they are applicable to the business of managing assets and planning for people’s financial lives.

Concentration 116

Concentration Finance Forecasting Planning 116

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

Barry Ritholtz

OCTOBER 24, 2022

I think it was just a bit of poor planning more than anything else. So I leave the Bureau of Labor Statistics and I move into economic consulting. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. NORTON: You would think, you would think.

Investments 52

Investments Valuation Benchmarking Marketing 52

CFO News Room

FEBRUARY 6, 2022

And it says it has a plan to make that possible: deregulate the market to increase competition. At present, just four manufacturers control 84% of the hearing-aid market, according to the Open Markets Institute, a think tank critical of corporate concentration. Has corporate concentration raised prices for you? Why or why not?

Concentration 130

Concentration Profit and Loss Manufacturing Economics 130

Barry Ritholtz

JULY 11, 2023

What was the thinking behind the O’Shaughnessy acquisition and what are the plans for Canvas? JOHNSON: For quite a while, so we had good plans in place, and then about three weeks later, remember, we were going to flatten the curve with two weeks off … RITHOLTZ: Yeah, that’s right. JOHNSON: Fantastic.

Mergers and Acquisitions (M&A) 86

Mergers and Acquisitions (M&A) Investments Finance Technology 86

Barry Ritholtz

JUNE 7, 2023

Not to be like the Grim Reaper, but the reality is, if you’re not a multi manager and you’re not aggressively managing market risk, then you fall into the category of a long, short single manager that probably takes concentrated, more concentrated directional risk. They have economics. They have a pathway to be APM.

Investments 108

Investments Concentration Profit and Loss Economics 108