The Finance Weekly

MAY 5, 2024

The salesperson usually dives into your life - asking about your family size, daily routine, and more to understand how you plan to use the car. That's where sales and revenue planning, along with the game-changing concept of Revenue Operations (RevOps), come in. What is Sales Planning?

Planning

CFO News Room

NOVEMBER 16, 2022

The system assigns scores to each critical component and commodity based on types of risks, such as environmental, geopolitical, lead time for production capacity, and geographic concentration of suppliers. A key principle of the new strategy is ruthless prioritization. The company is currently planning potential countermeasures.

Concentration

CFO News Room

FEBRUARY 2, 2022

is no longer pledging to give the bulk of her wealth to the Bill & Melinda Gates Foundation and instead plans to spread it among philanthropic endeavors, according to people familiar with the matter. Melinda French Gates. The billionaire made the change official in late 2021 following her divorce from. Microsoft Corp. co-founder.

Prioritization

Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

Concentration

The Finance Weekly

DECEMBER 15, 2024

Creating a marketing plan can often feel overwhelming. What is a Marketing Plan? At its core, a marketing plan is a roadmap that outlines your marketing strategies and the steps youll take to achieve your business goals. Planning where to go is impossible if you dont know where you are. Heres a step-by-step breakdown.

Planning

Spreadym

NOVEMBER 3, 2023

Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively.

Planning

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

The Finance Weekly

AUGUST 27, 2023

Planful and Datarails are two of the leading FP&A solutions in 2023. Planful is an FP&A solution that was built for large companies and enterprises. Planful has a great AI feature called Planful Predict and it is a big selling point in 2023.

Financial Planning and Analysis (FP&A)

Nerd's Eye View

OCTOBER 4, 2022

We also talk about how Ramit’s interactions with people on his platform and on his social media channels has led him to increasingly focus not just on personal finance but how psychology plays a major role in the way people prioritize their finances and sometimes create unrealistic or unhealthy relationships with their money, why Ramit supports (..)

Education

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

CFO Plans

OCTOBER 9, 2024

Explore Strategic Financial Solutions with CFO Plans to navigate these complexities with ease. Learn How CFO Plans Can Boost Your Financial Health Corporate Tax Planning for Proactive Financial Management Corporate tax planning is a fundamental aspect of successful tax compliance.

Compliance

CFO Talks

OCTOBER 31, 2024

In my career, I’ve faced situations where initial plans failed, markets shifted unexpectedly, or projects didn’t go as anticipated. How do you balance your personal and professional life? Balance, for me, starts with prioritizing tasks, leveraging time management tools, and setting clear boundaries.

CFO

Global Finance

JUNE 14, 2024

Banks are now prioritizing four key areas: liquidity management with a balanced portfolio view including commercial real estate (CRE), enterprise protection with anti-fraud and cybersecurity, operational resiliency and sustainability with climate risk and green products. AI offers capabilities to assess credit, market, and operational risks.

Leverage

PYMNTS

AUGUST 3, 2020

percent planned to save their stimulus checks, and 15.7 percent planned to pay off debt. Overall, the Bureau reported, when households spent their stimulus checks, the spending remained concentrated on food (for 80 percent of respondents) or rent and/or utilities (at almost 78 percent of those who spent the funds).

Economics

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

PYMNTS

SEPTEMBER 5, 2019

“By no longer offering standalone unsecured loans and solely focusing on asset-based lending, we are prioritizing our core strengths and ensuring that our market proposition is clear and concentrated on our specialist areas of secured lending.”.

Finance

CFO Share

JANUARY 26, 2024

By selecting 5-8 KPIs, your force the business to concentrate activity around those key accomplishments. For example, an early-stage tech startup may emphasize User Growth Rate, whereas a growth-stage startup should prioritize Customer Lifetime Value (LTV.) Considerations When Choosing KPIs The power of KPIs comes from their focus.

Foreign Exchange

PYMNTS

DECEMBER 9, 2019

Some McDonald’s locations already use such solutions, and the company plans to eventually add the technology to 14,000 U.S. Many QSRs see integrated AI- and machine learning-based CRM systems as tools that can automate routine functions, enabling human workers to concentrate on customer service.

Concentration

Future CFO

JANUARY 13, 2021

Michele Madonini , vice president and managing director, Hewlett Packard Enterprise (HPE) Financial Services , Asia-Pacific & Japan, suggests that an advisory role, the CIFO, can help companies better plan their investment strategy when it comes to technology acquisition and use. The CFO needs to create investment capacity.

CFO

Global Finance

OCTOBER 14, 2024

The interconnections between businesses and families and the way the relationships are structured make the landscape particularly complex, and good planning an imperative.” Under Gonzalez’s leadership, Citi Private Bank recently laid out an ambitious plan to double its LatAm presence.

Banking

Future CFO

OCTOBER 23, 2019

They are increasingly involved in co-driving corporate strategies together with the rest of the executive leadership through the planning of both financial and non-financial resources. AJ: RPA needs to be prioritized because it’ll be vital to unlocking the potential of digital transformation in the workplace.

Finance

The Charity CFO

APRIL 22, 2024

In addition to communication, you can help reduce burnout by prioritizing employee wellness and mental health. On-the-job training, mentorship programs, and career planning sessions can help employees get more out of their jobs. Signs and Symptoms The signs and symptoms of burnout can manifest both physically and mentally.

Nonprofit

Musings on Markets

OCTOBER 4, 2021

Paytm: Funding and Ownership Paytm's ambitious growth plans have made it one of India's premier cash burning machines, and it has been able to pull these plans off, because it has found ample sources of capital to feed them.

Valuation

Barry Ritholtz

SEPTEMBER 3, 2024

It sounds like the career plan was always finance. Was that the plan? Heather Brilliant : It was not the plan. I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. So let’s start with your background. It’s about 80%.

Investments

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

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

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. When looking at how you plan to invest in technologies over the next year, try to think holistically and consider how they make work together to unlock new opportunities.

Budgeting

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A)

Barry Ritholtz

OCTOBER 24, 2022

I think it was just a bit of poor planning more than anything else. 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: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. RITHOLTZ: At the BLS, no.

Investments

Barry Ritholtz

JULY 29, 2024

What were the career plan? So I came to New York, no job plans, no ideas. You know, met the board, really liked what they had to say about plans for Orion, spent some time with Eric. 00:13:39 And so after that first 90 days, I started looking at things that we could prioritize a little differently. When would you do it?

Investments

The Big Picture

JULY 8, 2025

What was the original career plan? It does feel the largest in part because I’ve been so concentrated on being an investor over the course of my career. It is like four to eight names, a more concentrated expression around a theme. How do you plan to do any sort of expansionary hiring?

Mergers and Acquisitions (M&A)

CFO Talks

NOVEMBER 1, 2024

I also prioritize clear communication and collaboration, seeking input from colleagues or experts when needed. A key strategy that has helped me succeed is maintaining adaptability—being open to change and learning from setbacks. Balancing personal and professional life requires intentional planning and discipline.

Prioritization