Centage

AUGUST 15, 2022

In the current economic climate, proper financial planning and management are more essential than ever before. With that in mind, many businesses are turning to budgeting and planning drivers as a way of obtaining more accurate information. Managers can then run scenarios with the drivers to improve long-term strategic planning.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

PYMNTS

DECEMBER 27, 2020

Ant said it appreciated the bank's statements and would work toward complying, including putting together a timetable and plan of action, WSJ writes. The regulations will mean that Ant, one of the most valuable startups in the world, will have to rein in its inroads into lucrative areas of business.

Concentration 90

Concentration Foreign Exchange Banking Valuation 90

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

Nerd's Eye View

AUGUST 9, 2022

Anna is the founder of Dare to Dream Financial Planning, an independent RIA based in New York City that has grown to more than $400,000 of annual revenue in barely 3 years by building a focused base of 32 ongoing clients coupled with more than a dozen project-based planning clients who go through a one-day financial planning intensive.

Concentration 69

Concentration Leverage Planning Economics 69

Spreadym

MAY 31, 2023

Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

Jedox Finance

MARCH 7, 2023

Tapping into the Jedox platform and its endless integration capabilities, Jedox created a ChatGPT integration model to show how finance, sales, HR, marketing, supply chain, and environmental, social, and governance (ESG) teams can experiment with generative AI in their integrated business planning (IBP) processes. What is ChatGPT?

Planning 52

Planning Concentration Forecasting Finance 52

PYMNTS

JUNE 4, 2019

To change the way consumers buy home cleaning products, eCommerce companies are allowing consumers to purchase eco-friendly concentrates through the refill business model. Reed’s company works with a firm that creates concentrates for a product that is suitable for use in the home. You don’t have to touch the concentrate.”

Concentration 59

Concentration Planning eCommerce Numbers 59

CFO Thought Leader

APRIL 16, 2024

Inside The Mentoring Round, Semperis CFO Jeff Bray emphasizes the importance of concentrating investments on the best ideas rather than spreading resources too thinly. He also plans to improve budget reporting to business units and implement stronger governance structures to support scaling operations.

CFO 52

CFO Concentration Budgeting Forecasting 52

Fpanda Club

NOVEMBER 15, 2022

Though black swans are our blind spots which will never be completely eliminated, there are some techniques that may be helpful in detecting the gaps and having a plan beforehand. In its underlying backwards way of thinking premortem analysis has some touchpoints with discovery-driven planning.

Concentration 130

Concentration Forecasting Risk Management Risk Analysis 130

CFO News

MAY 9, 2023

The risk landscape is changing at a breathtaking pace, and your risk management plan needs to evolve in tandem. Traditional risk assessment concentrated on locating and controlling risks in certain corporate areas, such as finance or operations.

Concentration 52

Concentration Risk Management Finance Planning 52

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Concentration 79

Concentration Treasury Budgeting Leverage 79

Nerd's Eye View

SEPTEMBER 13, 2022

Vest and Financial Network to improve upon or outright establish new advisory platforms within their existing brokerage businesses, and how in three short years, Carolyn built a new training and development platform for LPL’s largest advisors – helping them recruit and retain advisors, create better compensation packages, and even build (..)

Leadership 64

Leadership Concentration Planning 64

Nerd's Eye View

JUNE 6, 2023

Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 Welcome back to the 336th episode of the Financial Advisor Success Podcast ! million users.

Concentration 83

Concentration Education Planning Compliance 83

CFO News Room

FEBRUARY 6, 2022

Poland clashed with the EU over a deal that would spread arrivals, who largely came from the Middle East and Africa and had concentrated in Greece and Italy, around the Continent. Brussels should be coordinating an EU-wide plan. The best way to prevent another refugee crisis in Europe is to deter Mr. Putin from invading Ukraine.

Concentration 130

Concentration Economics Numbers Planning 130

VCFO

NOVEMBER 7, 2023

Some sellers proactively seek a report well in advance of planned transactions to give themselves a chance to prepare for concerns that may arise, eliminate surprises, and/or correct factors that may detract from valuation in a future transaction. A QoE report assesses business risk and predictability of earnings.

Valuation 86

Valuation Auditing Concentration CFO 86

Future CFO

FEBRUARY 25, 2024

Unlike traditional, static budgeting that locks teams into year-long plans, agile budgeting embraces shorter planning cycles, continuous feedback loops, and strategic prioritisation to respond effectively to market shifts and evolving business needs. FutureCFO: Why do finance functions do agile budgeting?

Budgeting 52

Budgeting Concentration Finance Forecasting 52

Barry Ritholtz

NOVEMBER 27, 2023

My back-to-work morning reads: • How to Tweak Your Investments for a More Normal Market : Convert a traditional IRA to a Roth IRA; Higher interest rates means cash gets a respectable yield; Revisit concentrated positions; consider adding international stocks; buy longer-dated Treasuries.

Concentration 98

Concentration Construction Advertising Treasury 98

E78 Partners

APRIL 12, 2024

During these periods of concentrated growth, organizations must assess their company’s “platform infrastructure” to identify scalability gaps that could negatively impact critical business processes, customer relationships, and which could also overwhelm valuable employees. This can be easily done via a 3-step assessment exercise.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Concentration Restructuring Planning 59

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Concentration 91

Concentration Practice Management Treasury Numbers 91

E78 Partners

JANUARY 5, 2024

Develop a Plan and Timeline: Establish a clear project plan and timeline for management and the audit team. Focus on Key Audit Areas: Concentrate on significant audit areas such as purchase price accounting, transaction costs, fair market value of assets, and complex equity or compensation structures.

Auditing 59

Auditing Valuation Concentration Reconciliations 59

Future CFO

JANUARY 2, 2024

Future focus: In the next 12 months, CFOs in Asia Pacific aim to concentrate on revenue growth (62%), cost control (56%), and productivity enhancement (37%).​ Only 27% of CFOs in the region report having adequate processes in place; 62% of CFOs said they plan to implement processes in the future.

Economics 52

Economics Concentration CFO Invoicing 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

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

CFO Share

JANUARY 26, 2024

By selecting 5-8 KPIs, your force the business to concentrate activity around those key accomplishments. Here’s a 6 step process for how to select KPIs suitable for your small business: Create a Comprehensive Business Plan. Business planning is an entire process itself, but is a prerequisite to establishing KPIs.

Foreign Exchange 52

Foreign Exchange Concentration Benchmarking Prioritization 52

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

PYMNTS

JULY 13, 2020

Walmart has also reportedly created a new insurance subsidiary that’s set up for the moment to sell Medicare Advantage plans. The chain plans to open 500 to 700 “Village Medical at Walgreens” primary care clinics across some 30 U.S. Telehealth in its various forms is where much of the post-pandemic action is concentrated.

Healthcare 87

Healthcare Concentration Startups Retail 87

PYMNTS

JANUARY 26, 2021

Problems with regulators hit full force in November when the Shanghai Stock Exchange acted to delay Ant Group’s plan to go public. That’s based on possible proposals from Chinese regulators to curb market concentration in the country’s online payments market. Ant is a spinoff from Chinese billionaire Jack Ma’s Alibaba Group.

Concentration 95

Concentration Economics Banking Planning 95

Boston Startup CFO

FEBRUARY 6, 2024

Sharpening the Focus on Core Competencies: Entrusting financial management to a Fractional CFO allows business owners and management to concentrate on their core competencies and daily operations. The resulting increase in productivity and efficiency can significantly drive overall success.

CFO 40

CFO Concentration Financial Analysis Budgeting 40

Future CFO

JULY 17, 2023

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

Treasury 98

Treasury Forecasting Cash Management Concentration 98

CFO News Room

FEBRUARY 2, 2022

And because business ownership and share-holding are concentrated among high-income households, the incidence of the program across the household income distribution was highly regressive. Arnold Kling and I wrote a piece explaining what such a plan might could have look like. Getting the incentives right is also important.

Economics 130

Economics Concentration Budgeting Numbers 130

PYMNTS

AUGUST 30, 2018

Rather, trimming off other assets will allow Deutsche to concentrate its focus on its strongest areas, including payments, dollar and euro clearing and FX trading, reports said. While the FI is Germany’s largest lender, Sewing said he is not looking to build the bank back up as a global industry leader.

Banking 40

Banking Planning Leadership Concentration 40

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

CFO Talks

MARCH 20, 2024

It’s about making plans for the company’s financial future and finding ways to make the business better. Key Differences in Everyday Tasks: Reporting: The Controller prepares financial reports; the CFO reviews these reports and uses them to make decisions or plan strategies. The CFO, however, looks at the bigger picture.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

PYMNTS

FEBRUARY 1, 2019

And, on the fourth floor, the company said it has the “largest concentration of seasonally current Nike footwear anywhere in the globe.”. Nordstrom is planning to close two locations at the beginning of April — even as it opens two full-line locations this year. In Other Brick-And-Mortar News.

Retail 50

Retail Planning Concentration eCommerce 50

The Finance Weekly

NOVEMBER 7, 2023

Modern businesses are struggling with challenges related to their Financial Planning and Analysis (FP&A) teams. These teams need the right data, processes, and tools to plan and analyze effectively. Delegating responsibilities allows for concentrated efforts on both strategic planning and operational tasks.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Strategic Planning Concentration Data Analysis 59

PYMNTS

OCTOBER 5, 2017

According to Starling Bank Founder and Chief Executive, Anne Boden, corporate banking and business lending is a market that has been “highly concentrated with a few big players for too long.” News reports in The Telegraph said Wednesday (Oct.

Banking 40

Banking Planning Concentration B2B 40

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.

Planning 50

Planning Concentration Healthcare Accounting 50