Future CFO

JULY 17, 2023

Treasurers should take leverage in-house banking, payments-on-behalf (POBO) and collections-on-behalf (COBO) models, and virtual accounts. Doing so reduces transaction costs and enables greater cash concentration, allowing treasurers to address disruptions and maximise investments more easily. 3) Enhance working capital management.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

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? Economists have lamented the growing coastal concentration of their wealth. He is the founder and CIO of Social Leverage , where he makes early-stage investments.

Concentration 103

Concentration Leverage Economics Education 103

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

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

Future CFO

APRIL 22, 2024

Upskilling pace Given all the changes and shifts in the Finance function at present, Cheah believes the pace of upskilling within the team in the bid to keep up comes as a concentrated effort. Cheah believes the Finance function and the HR team must jointly develop a plan and a path forward for the benefit of the organisation as a whole.

Finance 98

Finance Budgeting Accounts Payable Concentration 98

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

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. This isn’t really a fair accusation.

Concentration 141

Concentration Benchmarking Investments Accounting 141

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

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

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

The Finance Weekly

OCTOBER 21, 2021

To further illustrate this development: In a recent global survey by CFO Research and Globalization Partners, 81% of CFOs stated their company’s long-term growth strategy includes international expansion, either which are currently ongoing, or in their future plans. Embracing Remote Work.

Corporate Finance 97

Corporate Finance Finance Concentration CFO 97

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

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

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. Adaptation and Avoiding the Bite of Inaction.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

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. An entrepreneurial CFO can readily answer critical questions such as the required capital, its utilization plans, expected returns, and how to manage financial risks.

Startups 52

Startups Finance CFO Forecasting 52

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. Expansion plans include the Italian market. The round will be leveraged for market expansion of its supply chain digital visibility platform. ScaleFactor. Cloudleaf Inc.

B2B 46

B2B Accounts Payable Concentration Leverage 46

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

MARCH 1, 2017

Looking at the geographic concentration of activity, the US was the most active region, with 47 percent of activity, followed by China at 41 percent. OrderGroove started off with static plans for clients to allow subscribers to subscribe, Alvo said. OrderGroove Funds Frictionless Commerce With $20M Series C. “The

B2C 49

B2C Concentration Leverage Investments 49

PYMNTS

JULY 24, 2019

The question I think lots of companies face is native or mobile web, and for us we were concentrating more on creating a seamless mobile web experience than an app experience,” he said. IfOnly does not yet plan to implement AI, but the platform could potentially utilize the technology in the future.

Concentration 44

Concentration Leverage Planning Technology 44

PYMNTS

NOVEMBER 26, 2018

Field also noted that traffic on Thanksgiving Day was actually up – but that the activity was observed in “ a very concentrated time frame from when that store opens until basically all of those hot commodity items are gone.”. In 2017, for example, visits to physical stores Thanksgiving Day and Black Friday were down 1.6

Concentration 40

Concentration Restructuring Leverage Sales 40

PYMNTS

JULY 17, 2017

Leveraging mobile payments, GPS- or Bluetooth-tracking, QR code or other mobile-based authentication and auto-locking kickstands, the next generation of bike-sharing companies in China are ditching the dock in favor of letting riders view available bikes nearest them and reserving one on their phones. sometime soon.

Transportation 48

Transportation Startups Concentration Leverage 48

PYMNTS

MAY 17, 2016

Mooney said that they plan to lay off about 30 people but suggest that the MCX-owner members “remain committed” to its future. The decision, said the written statement, was the result of feedback from its CurrentC pilot and their need to focus on “other priorities,” including its work with Chase and Chase Pay.

Concentration 42

Concentration Leverage Technology Sales 42

Future CFO

MARCH 7, 2021

It’s important to learn from different industries and leverage each other’s best practices to create a more diverse and inclusive business environment. Look at how women become the best planner of their family trips — they ensure the best value and experience by coming up with multiple scenarios and contingency plans.

Finance 52

Finance SAP Leadership CFO 52

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 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

Nerd's Eye View

SEPTEMBER 20, 2022

Tim is the founder of PrairieView Wealth Partners, a hybrid advisory firm based in Orland Park, Illinois, that oversees $100 million in assets under management for 190 client households.

Concentration 65

Concentration Restructuring Planning Leverage 65

PYMNTS

MAY 23, 2016

Utilizing unique feedback from the marketplace and our Columbus pilot, MCX has made a decision to concentrate more heavily in the immediate term on other aspects of our business, including working with financial institutions, like our partnership with Chase, to enable and scale mobile payment solutions.

Invoicing 43

Invoicing Concentration Reconciliations Accounting 43

PYMNTS

MAY 9, 2016

People are holding onto their phones longer and there has to be a real “WOW” factor for people to trade their $600+ phones in every year or two – even with the Apple installment plan. Alexa is leveraging the power of voice to enable contextual and conversational commerce to happen.

Sales 42

Sales Retail Concentration Leverage 42

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130

Planning Technology Valuation Communication 130

Future CFO

AUGUST 18, 2023

This allows the organisation’s core finance and accounting (F&A) operations to concentrate on more strategic work, such as financial analysis and planning. "We This transformation involves leveraging systems and re-engineering processes coupled with changing the way the teams work through upskilling and "re-culturing".

Finance 52

Finance Communication Accounts Payable Invoicing 52

PYMNTS

FEBRUARY 28, 2019

When the acquisition is completed, ACI plans to combine Speedpay and UP Bill Payment platforms into a unified bill payment platform that will support billions of transactions. Divesting the Speedpay business allows us to concentrate our resources on our cross-border money movement strategies and monetize a non-core asset for our shareholders.

Concentration 79

Concentration Currencies Healthcare Education 79

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

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

PYMNTS

FEBRUARY 4, 2020

The company sometimes offers some non-perishable food items, such as canned goods and boxes of cereal, but the idea is to concentrate on fresh food as much as possible, Founder and CEO Jonathan Defoy told PYMNTS. The platform features perishables and fresh produce such as meat, fish, bakery items, fruits and vegetables. The Retail Market.

Concentration 57

Concentration Retail Education Forecasting 57

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. BITTERLY MICHELL: … risk management.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

DECEMBER 14, 2022

Because going back to our thematic investing, our portfolio is 80 percent concentrated in warehouses, rental housing, lab office space and hospitality asset. MCCARTHY: — and really concentrated the business in those best markets, and then helped to grow. MCCARTHY: That is what’s most important. Cambridge U.K.,

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. Farhaan: Sure. Farhaan: Sure.

CFO 52

CFO Leadership Accounting Finance 52