CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Adam Kae

NOVEMBER 13, 2023

This grants you the freedom to concentrate on refining your service delivery and optimizing your newly expanded team's potential. Negotiating flexible payment terms can ease the financial burden, allowing you to leverage the acquired agency's assets without a significant immediate cash outlay.

Sales 52

Sales Concentration CFO Leverage 52

PYMNTS

JANUARY 26, 2021

Ariel AI had been concentrating on a type of AI called computer vision, which is used to develop augmented reality (AR) functionalities, CNBC reported. For example, commerce operators like Timberland and Macy’s are demonstrating how to leverage VR-equipped smart mirrors for tasks like checkout and product testing.

Startups 77

Startups Concentration Leverage Retail 77

Future CFO

OCTOBER 2, 2023

Private fund firms are now putting idle cash to work in money market funds (MMFs), which has the dual benefit of earning a yield from cash holdings in addition to mitigating concentration risk. These expenses generally range from 15 to 20 basis points per annum on the institutional class of shares,” Quinn said.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

Future CFO

JULY 4, 2023

Tax leaders who consider transforming their tax and finance functions by leveraging data and the latest technologies will probably have an easier time complying with changing laws and regulations while their tax and finance functions may be better positioned to provide more strategic value to their organisations.” The post BEPS 2.0:

Finance 52

Finance Concentration Invoicing Compliance 52

Nerd's Eye View

JUNE 6, 2023

In this episode, we talk in-depth about how, while working with ultra-high-net-worth clients, Adam began to draw his own financial maps to help him better visualize his clients’ complex financial situations on one page (and then realized that by showing his financial planning maps to his clients, they became better engaged in the financial planning (..)

Concentration 88

Concentration Education Planning Compliance 88

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

PYMNTS

AUGUST 28, 2018

Moody’s Analytics’ chief economist Mark Zandi is sounding the alarm over a surge in corporate debt among a concentrated group of U.S. Even so, while there are significant differences between leveraged lending and subprime mortgage lending, the similarities are eerie.”. Today, the leveraged loan market is now worth an estimated $1.4

Leverage 40

Leverage Concentration Economics Marketing 40

PYMNTS

DECEMBER 8, 2019

“Some risks are similar to those from financial firms more broadly, … [stemming] from leverage, maturity transformation and liquidity mismatches, as well as operational risks,” the report said. The probe would concentrate on tech firms that provide data storage to financial institutions.

Financial Data 52

Financial Data Concentration Auditing Leverage 52

CFO News Room

FEBRUARY 2, 2022

government securities, debt securities, municipal securities, money market funds, securitized/asset-backed securities, and sovereign bond risks, all of which could significantly and adversely affect the value of an investment in the Fund.

Concentration 130

Concentration Investments Securities Currencies 130

PYMNTS

OCTOBER 12, 2020

“Automated monitoring and third-party tools in this area have made major strides in recent years, so we try to leverage a combination of several different automations along with support from an internal team that makes sure we are up to date on best practices for fraud prevention,” he said.

Concentration 79

Concentration Retail Leverage Entertainment 79

PYMNTS

DECEMBER 23, 2019

CUs are working hard to meet these expectations, though, leveraging tactics — such as emotional marketing — to get ahead. CUs are also getting help from world governments, as Irish CUs recently experienced regulation changes from the overseeing Central Bank of Ireland, ending lending maturity limits in favor of new concentration limits.

Concentration 52

Concentration Leverage Compliance Banking 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

PYMNTS

APRIL 9, 2019

We see large and small brands/retailers leveraging Instagram’s leading reach, data, and ‘browsing/aspirational’ behavior to grow their online businesses.”. This same type of collection, in similarly concentrated form, has been cause for concern in the recent past , given the potential uses of such data.”.

eCommerce 57

eCommerce Advertising Concentration Leverage 57

PYMNTS

SEPTEMBER 23, 2019

The total number of CUs in the United States has decreased by 177 year-over-year, though, a sign that CU mergers and consolidations have concentrated more members in a smaller number of CUs. Deep Dive: How CUs Leverage Social Media. A study from the Cuna Mutual Group found that CU membership has increased 3.5 About the Tracker.

Concentration 63

Concentration Leverage Healthcare Advertising 63

The Finance Weekly

OCTOBER 21, 2021

Finance leaders have traditionally concentrated on cost reduction as the key motivating factor for operational changes. Various departments in most corporations are beginning to hire data scientists for their own needs; this is a particularly critical pivot finance leaders will have to make in order to leverage , new digital tools.

Corporate Finance 97

Corporate Finance Finance Concentration CFO 97

CFO Simplified

APRIL 15, 2022

Customer concentration had become an ever-bigger problem as borrowing increased. Significant Findings and Recommendations: Reduce Customer Concentration. Many companies view 20% of your total sales as a limit on customer concentration. If that is the case, then you need to seriously evaluate your current customer concentration.

Concentration 52

Concentration Profit and Loss Sales B2C 52

PYMNTS

SEPTEMBER 16, 2020

SMEs remains a highly concentrated industry, with the majority of business current accounts (BCAs) still provided by a small group of the largest banks," said Countingup Founder and CEO Tim Fouracre in a statement. "New Banking and accounting for U.K. Salt Edge To Automate SMB Data Aggregation For Deskera.

Banking 56

Banking Concentration Reconciliations Invoicing 56

PYMNTS

NOVEMBER 22, 2016

“As banks concentrate on providing overdrafts to large businesses, SMEs have had to look elsewhere to support their short-term funding needs,” the executive stated. “The referral scheme will leverage the U.K.’s

Banking 70

Banking Concentration Invoicing Finance 70

PYMNTS

JULY 31, 2019

Data analytics, which leverages AI and other sophisticated computational tools to enable banks to make better decisions about which new products and features to develop, is also a key priority for top-performing FIs. We found that 52 percent of all FIs will concentrate on this area over the next three years.

Concentration 60

Concentration Banking Leverage Technology 60

PYMNTS

APRIL 21, 2020

It’s what you do with the data, and how you leverage it into new customer-facing offerings that matters. There are a whole range of forward-thinking firms leveraging application programming interfaces (APIs) to issue cards, to create virtual accounts, promote micro-lending and micro-saving and even pay workers — all in bits and bytes.

Banking 92

Banking Concentration Accounting Leverage 92

PYMNTS

JULY 15, 2019

In a June hearing, antitrust lawyer Gregory Frank said the company possesses a “substantial monopoly power in the highly concentrated New York City online ordering marketplace,” and that it has control of more than 69 percent of the market. This large market size could give it some leverage that other companies don’t have. “If

Concentration 40

Concentration Leverage Marketing 40

PYMNTS

SEPTEMBER 26, 2019

Uber is leveraging its platform assets, and its critical mass of drivers and consumer users, to find new sources of value for its platform and the stakeholders who are part of it,” wrote Webster. Khosrowshahi said the users who leverage both apps are “the most satisfied customers,” and that the relationship “becomes closer.”

Concentration 53

Concentration Construction Leverage Transportation 53

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 77

Concentration CFO Strategic Planning Practice Management 77

Spreadym

JUNE 15, 2023

By identifying the key drivers, organizations can concentrate their efforts and resources on those areas that have the most significant impact on achieving their goals. It involves streamlining processes, reducing waste, improving supply chain management, and leveraging technology to automate and improve operations.

Planning 52

Planning Prioritization Concentration Compliance 52

PYMNTS

MAY 22, 2017

This follows lawmakers in states such as New York and Alaska, who have passed similar measures that take some leverage away from local governments when it comes to regulating ride-hailing services. The newswire said that the two companies are likely to spend as much as $2.3

Concentration 40

Concentration Leverage Marketing 40

PYMNTS

AUGUST 31, 2018

Debt, and more debt: Moody’s — through the voice of Moody’s Analytics chief economist Mark Zandi — sounded the alarm at the beginning of the week as corporate debt is getting, in his eyes, too concentrated and too high. Glimmers of the subprime lending spike seem to be shimmering as the leveraged loan market stands at $1.4

Currencies 40

Currencies Concentration Leverage Accounting 40

PYMNTS

APRIL 15, 2019

In the United States, there’s a bit of concentration here, as 29 percent of shadow banking is tied to the country, at $15 trillion in assets. Dimon said leveraged lending and student lending are “growing rapidly … and deteriorating rapidly.” In our “ Where Will We Bank Next?

Financial Systems 70

Financial Systems Leverage Banking Concentration 70

PYMNTS

SEPTEMBER 18, 2020

Consumers who have adapted to new shopping norms during the pandemic no longer anticipate different experiences based on where they shop or how they pay, and retailers must concentrate on making sure they offer invariably smooth service regardless of channel. This consideration is especially important when it comes to how customers pay.

Concentration 63

Concentration Retail eCommerce Leverage 63

PYMNTS

AUGUST 3, 2016

Ninety percent of the $10 trillion “push” payments market opportunity is concentrated in a variety of disbursements made between businesses and consumers that today rely on cash, checks and ACH to move money between those parties. including payments to non-Visa branded debit cards as well.

Planning 50

Planning Concentration Healthcare Accounting 50

PYMNTS

AUGUST 9, 2019

FinTech investments targeting B2B and corporate services spanned the globe, with particular concentration this past week in SMB lending across India and Europe. The round will be leveraged for market expansion of its supply chain digital visibility platform. The combined total is about $396 million for the week in VC funding.

B2B 46

B2B Accounts Payable Concentration Leverage 46

Future CFO

JUNE 23, 2021

Leveraging automation that includes AI allows for a better quality and understanding of the data and an acceleration of work processes, all packaged into flexible, scalable solutions that can increase savings and productivity. The term AI generally describes the mimicking of human, “natural” intelligence by using algorithms.

Invoicing 52

Invoicing Accounts Payable Technology Concentration 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. And that needs to be exploited.

Economics 100

Economics Concentration Investments Finance 100

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. To avoid the expense of hiring a full-time CFO, many startups are leveraging , fractional CFO networks , where they can pay for access to experienced CFOs who can guide them through the growth process.

Startups 52

Startups Finance CFO Forecasting 52

PYMNTS

MARCH 28, 2019

As a result, the view is a holistic one, with a sense of the SMB/borrower’s vendor concentration, cash flow volatility and leverage ratios. He recounted that Fundbox is able to plug into data sources as far-flung as bank accounts, invoice platforms, ERP data and a significant amount of unstructured information.

B2B 52

B2B Concentration Invoicing Finance 52

PYMNTS

OCTOBER 9, 2019

wholesale by continuing to reduce our concentration in that channel.”. “Growing our U.S. direct-to-consumer business allows us to move toward premiumizing the marketplace, and remains one of our important strategies to offset headwinds in U.S. This will continue to trend down as other parts of the business grow at a faster pace,” Bergh said.

Concentration 55

Concentration eCommerce Sales Leverage 55

PYMNTS

AUGUST 26, 2019

All in, the company sells over 35 SKUs of skincare and bath and body products that are “formulated with pure, active, highly concentrated vitamins, minerals and botanicals.”. Herbivore identifies as a prestige skincare brand that sells a lot more than just soap.

Concentration 43

Concentration Manufacturing Leverage Marketing 43