CFO News Room

FEBRUARY 2, 2022

I recognize the absurdity of so much wealth being concentrated in the hands of one person, and I believe the only responsible thing to do with a fortune this size is give it away—as thoughtfully and impactfully as possible,” Ms. including paid-leave policies, and getting more women in technology and to run for public office.

Prioritization

Global Finance

JUNE 14, 2024

Financial institutions have been facing tough challenges between economic uncertainty and an unprecedented technology-powered speed of change, especially since the Spring Bank Run of 2023. This includes modernizing technology, infrastructure, and AI operations; managing talent and change; and making the enterprise data-ready for AI.

Leverage

CFO Talks

OCTOBER 31, 2024

His journey has been marked by a deep commitment to operational efficiency and Lean methodologies, with a strong focus on leveraging technology to drive business transformation. I’m highly organized—some might say OCD-level organized—and invest significant time in planning, preparing, and prioritizing.

CFO

CFO News

MARCH 24, 2024

India has urged for the prioritization of several key issues in discussions within the World Trade Organization (WTO), including access to finance, manufacturing concentration, food security, and reducing transaction costs in international trade and services.

Securities

PYMNTS

DECEMBER 9, 2019

It is no wonder that so many big-name QSRs are turning to the latest digital technologies to tackle this problem. . Some McDonald’s locations already use such solutions, and the company plans to eventually add the technology to 14,000 U.S. restaurants via drive-throughs, self-service kiosks and its mobile app. .

Concentration

The Finance Weekly

MAY 5, 2024

Crafting and implementing the best possible sales technology stack to support sales operations, including automation tools, CRM systems, and communication platforms. Execution - Evaluate the necessary resources, and identify potential risks and dependencies among various factors such as budget, technology, data, and anticipated shifts.

Planning

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

CFO Thought Leader

APRIL 15, 2024

This principle of concentrated effort not only transformed his approach to investment management but also became a guiding principle throughout his career, which includes his latest stint as CFO of Semperis, a leading cybersecurity firm. CFOTL: Tell us about Semperis … what does this company do, and what are its offerings today?

CFO

Future CFO

OCTOBER 23, 2019

With data now as the underlying infrastructural layer of technological deployments, CFOs realize the need to navigate real-time changes and unpredictabilities that may arise. These could stem from every other technology solution that is deployed within the organization, not just RPA deployments.

Finance

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

Global Finance

OCTOBER 14, 2024

Against this backdrop, the industry is increasingly prioritizing services and comprehensive planning as central components of its offering, aiming to strengthen customer loyalty in the long run.

Banking

Musings on Markets

OCTOBER 4, 2021

The first is that the costs of smartphones have decreased , and especially so in India, as technology and competition have worked their magic. Third, even if you strongly favor the company and find it under valued, it would be hubris to concentrate your portfolio, around this stock.

Valuation

Spreadym

MAY 31, 2023

Environmental Analysis: Evaluating the external environment, including market trends, competition, technological advancements, regulatory factors, and societal changes. Adaptation to Change : The business environment is dynamic, with technological advancements, market trends, and competitive landscapes constantly evolving.

Strategic Planning

The Finance Weekly

JANUARY 18, 2024

I need people who are focused on looking forward rather than backward, who are ready to adopt new technologies, and who want to produce insights that help the organization.” In other words, concentrate on the future and leave the past to the controller. said Pete Shimer, CFO for Deloitte. “I

CFO

Barry Ritholtz

SEPTEMBER 3, 2024

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. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective. 00:23:48 [Speaker Changed] So, so when you say concentrated, how concentrated is concentrated?

Investments

PYMNTS

AUGUST 2, 2018

Technology is an essential element of Bridge Millennials’ shopping processes. While mobile app adoption has largely lagged at the gas pump, the high rate of importance Bridge and High Income Millennials place on such apps could prompt merchants to prioritize the development of a solution that will grab their attention.

Retail

CFO News Room

JANUARY 8, 2023

Leaders will have to search for ways to do more with less, find value where innovations overlap, and strategically invest in technologies that are hitting a tipping point. A group of McKinsey’s technology practice leaders have taken a look at what 2023 might hold, and offer a few new year’s tech resolutions to consider.

Budgeting

Barry Ritholtz

JULY 10, 2023

My back-to-work morning train WFH reads: • What exactly is your problem with stock index concentration? Ever since artificial intelligence was invented eight months ago, people have been writing about the rising concentration of stock indices. Everyone says this much concentration is bad, because obviously. Beloved friends.

Concentration

CFO News Room

NOVEMBER 5, 2022

Nevertheless, the shift could lead some advisors currently using TD to consider changing custodial platforms as they look for the right ‘fit’, both technologically and culturally, to meet their firm’s needs in the future if they don’t want to continue to be a small fish in Schwab’s very large pond! Mark Schoeff | InvestmentNews).

Mergers and Acquisitions (M&A)

CFO News Room

DECEMBER 26, 2022

Furthermore, technological tools are emerging that can help reduce some of the time and resource burden on firm owners to track and analyze their financial data. And as HSAs offer significant tax advantages, advisors can help clients ensure that opting for HDHP coverage makes sense financially for the family as a whole! Investments.

Planning

Barry Ritholtz

OCTOBER 24, 2022

The technology just hasn’t been there to be able to customize the way you want from profiling the clients to creating the right strategy, managing that strategy. NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio?

Investments

CFO News Room

NOVEMBER 8, 2022

” And so we, with the software, with the rebalancer, we can prioritize which of the holdings go into which account for asset location. ” And we just started putting in more and more technology. And that’s something that we’ve done for clients from the beginning. Cean: Correct.

Restructuring

Barry Ritholtz

JULY 29, 2024

And then I fell in love with technology and product development, moved from there to strategy, then moved from there to investment product development, worked on Schwab’s first ETF offerings, their equity mutual funds, fixed income mutual funds. So we used both of those devices to build one of the first mobile trading applications ever.

Investments

The Big Picture

JULY 8, 2025

So I learned a lot about media and e-commerce in those early stages at Mitchell Madison, but Mitchell Madison, for those of you who may recognize it, went through a merger with us Web CKS, which was a technology consulting firm. It is like four to eight names, a more concentrated expression around a theme. What are the companies doing?

Mergers and Acquisitions (M&A)

CFO Talks

NOVEMBER 1, 2024

Thats when I work on tasks requiring concentration, like financial analysis, strategy development, or preparing client reports. My day ends around 2am at least three to four times a week How do you spend the first hour of your day? I believe in tackling challenges head-on, viewing them as opportunities for growth rather than obstacles.

Prioritization