VCFO

NOVEMBER 7, 2023

How Quality of Earnings Reports Impact Valuation Securing a Quality of Earnings (QoE) report is often a routine step in the due diligence process for acquisitions. It entails a deep dive into many facets of operations including the status of contracts, customer concentration risk, the ability to deliver services, and other expense drivers.

Valuation 83

Valuation Auditing Concentration CFO 83

Generation CFO

JANUARY 28, 2022

However, when he didn’t secure a senior contract at Bradford City, he left that path behind and went on to study maths at University. With the argument centring around that we can’t concentrate, we don’t knuckle down and stick something out through tougher times. . It’s too easy for leaders to throw mud at millennials,” says James.

CFO 200

CFO Math Concentration Finance 200

Future CFO

FEBRUARY 13, 2023

We onboarded with Docusign to facilitate more secure digital signatures for transactional and legal documents. His other recommendations include: Digitise workflows as much as possible to promote sustainable operations and reduce time spent on manual administrative tasks so the team can concentrate on value-adding activities.

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

VCFO

NOVEMBER 4, 2022

What’s critical to understand today is that the intensity of the environmental factors we now face is going to be matched by a similarly intense and concentrated period of businesses changing positions along this continuum – some for the better, and some for the worse.

Concentration 75

Concentration CFO Strategic Planning Practice Management 75

The Finance Weekly

FEBRUARY 22, 2023

For the CFO to achieve this effectively, their objectives and motivations must align with those of the rest of the leadership team. While this may not be a full-time role in the early growth stages, it does necessitate self-discipline, concentration, and dedication.

Startups 52

Startups Finance CFO Forecasting 52

Global Finance

OCTOBER 11, 2024

Industry leadership, advancements in digitalization and corporate citizenship also factored in. The US Federal Deposit Insurance Corporation’s quick response to the banks’ failures stemmed additional contagion and has left businesses with an object lesson in concentration risk. Throughout 2023, JPMorgan Chase raised $2.3

Banking 107

Banking Foreign Exchange Profit and Loss Finance 107

Barry Ritholtz

SEPTEMBER 3, 2024

And from there, I I really realized that while I loved being an investor or making investment recommendations, I also felt like it wasn’t perhaps my true genius and that I might be more successful in the long run to focus on a leadership direction of my, my career. 00:17:27 [Speaker Changed] It’s actually pretty, pretty big.

Investments 57

Investments Valuation Concentration Marketing 57

The Finance Weekly

OCTOBER 13, 2021

Company leadership can evaluate which investments make the most financial sense and have the greatest potential for continued revenue development by simulating various scenarios, products, and market circumstances. Concentrate on particular areas of improvement. Secure a quick win. Centralize risk management activities.

Mergers and Acquisitions (M&A) 52

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

Future CFO

MARCH 7, 2021

The idea was born following a conversation I had with a fellow CFO who was having difficulties within her own organisation and was seeking advice to help overcome hurdles with the executive leadership team. While greater female visibility in leadership roles is undoubtedly a positive, a top-down approach alone won’t work in the end.

Finance 52

Finance SAP Leadership CFO 52

CFO News Room

NOVEMBER 11, 2022

More appropriately called the concentrated market power of global finance and the multinational corporate structures that dominate the market under the auspices of the hands-off model. And more specifically vulnerabilities linked to the concentrated structure of global production. I think that’s critical, right?

Economics 100

Economics Concentration Investments Finance 100

Future CFO

APRIL 14, 2024

By working in Shell, I get to be part of powering progress here in the Philippines by providing secure energy needed for transport, businesses, and homes. Every swing demands focus, concentration and coordination. Second, golf does not merely entail swinging of the clubs. It calls for being present and fully engaged in the moment.

Finance 52

Finance Concentration CFO Transportation 52

PYMNTS

MARCH 19, 2018

The fact was underscored this past week when Dropbox came to market, went public and filed paperwork with the Securities and Exchange Commission. With concentrated effort, a company can create price differentiation — a strategy which was once considered a commodity. They’ve come in the wake of EMV.

Concentration 46

Concentration Reconciliations Entertainment Leadership 46

Future CFO

SEPTEMBER 9, 2019

Concurrently, the company concentrated its IT functions in Australia and reducing the number of CIOs to one. Your data centre is no longer behind secured doors. Freedom, speed, agility and being secure. Centralising shared services in Malaysia was not the only transformation that IBM did.

Finance 52

Finance Budgeting Concentration Technology 52

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. So what do I mean by that? What is my strategy look like?

Investments 109

Investments Concentration Profit and Loss Economics 109

CFO News Room

NOVEMBER 29, 2022

And so, that’s been my form of leadership and how I’ve taken to running my business. Or how do we work around a concentrated stock position, right? A lot of them come in with concentrated stock positions, right, of a company stock or a stock they’ve inherited or they’ve had a major liquidity event.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

JULY 11, 2023

You’ve held leadership roles across just about every line of business in the company. RITHOLTZ: So let’s talk a little bit about your leadership experience. Let’s talk about some leadership lessons. JOHNSON: It became a much riskier investment by investing the S&P 500 based on volatility and concentration.

Mergers and Acquisitions (M&A) 87

Mergers and Acquisitions (M&A) Investments Finance Technology 87

CFO News Room

DECEMBER 20, 2022

And of course, I was well known, and I think they had a lot of anxiety about security and other things. I mean, he actually expected a lot of me, in a very loving, respectful way, but he was teaching me kind of the power of concentration and focus. They were fairly strict, not in any kind of harsh way, but fairly helicoptering way.

Leadership 100

Leadership Problem Solving Entertainment Startups 100

Barry Ritholtz

DECEMBER 6, 2022

One is our leadership in thematic investing. And we were very lucky because we were able to secure this ticker, RATE, which is definitely a very young product. BERRUGA: It’s about the experiences of a prisoner in a Nazi concentration camp and it goes through like, you know, some of the challenges. RITHOLTZ: Yeah.

Investments 62

Investments Marketing Numbers Risk Management 62

Barry Ritholtz

JULY 29, 2024

People who were deeply concerned about task loss harvesting, either they’re selling a business, they have low cost stock or founder stock, or some other capital gain they’re trying to manage through highly concentrated position that they want to de-risk but not create a giant tax obligation. A hundred percent. That’s right.

Investments 57

Investments Communication Benchmarking Technology 57

Barry Ritholtz

APRIL 4, 2023

In their case, it was called Chase Securities, it’s now JPMorgan Securities. KENCEL: — and the ability of banks to consolidate and form their own investment banking and their own securities businesses led banks to effectively was a higher margin business, right? It’s ultimately about leadership, right?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Finance Banking 57

Barry Ritholtz

DECEMBER 26, 2023

He is Chief Equity technical strategist at B of A Securities, and he’s a double threat. And I think you will also, with no further ado, my conversation with B of A Securities, Steven Sutt Meyer. And technology and discretionary and comm services had a chance to rotate into a more bearish leadership position and did not do that.

Marketing 62

Marketing Leadership Finance Investments 62

Barry Ritholtz

JULY 31, 2023

I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. HOFFMAN: You hit at something that I think is true and I might take in a different direction, which is with this huge vacuum of public sector leadership coming out of Washington at a time that it was badly needed.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

FEBRUARY 20, 2024

So the sort of the tail was wagging the dog for SOFR, the secured overnight funding rate for repo. I don’t remember if she did it as 00:31:41 [Speaker Changed] We’ve been very lucky in terms of the leadership of the Fed. You have a big repo market. I mean it’s, you know, hundreds and hundreds of billions of dollars.

Treasury 57

Treasury Marketing Banking Economics 57

CFO News Room

JANUARY 23, 2023

His latest book, ‘Of Boys and Men: Why the Modern Male Is Struggling, Why It Matters, and What to Do About It’ (Brookings), argues that the rapid liberation of women and the labor-market shift toward brains and away from brawn have left men bereft of what the sociologist David Morgan calls ‘ontological security.’

Education 130

Education Economics Marketing Concentration 130