CFO Talks

MARCH 20, 2024

It involves trusting your team, delegating effectively, and concentrating on strategic financial planning. It’s about leading, not just managing. Strategic Financial and Risk Management: The CFO is the architect of the company’s financial strategy, including tax and risk management strategies.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

The Finance Weekly

JULY 7, 2022

At the same time that elements of risk are constantly there, investors are demanding more disclosures and a deeper analysis. The never ending game of juggling risk management and increased transparency, all while continuing to lead the finance team and conduct day to day activities, has made the job of a CFO more demanding and complex.

Risk Management 52

Risk Management CFO Concentration Securities 52

Future CFO

AUGUST 14, 2023

Third-party viability was the top fast-emerging risk that organisations are monitoring most closely in the 2Q23 survey, Gartner pointed out, adding that financial planning uncertainty was ranked the third among emerging risks for enterprises, followed by cloud concentration risk.

Concentration 52

Concentration Benchmarking Auditing Leadership 52

The Finance Weekly

APRIL 21, 2024

Communicate with clients, investors, senior management, and stakeholders. Facilitate risk management, audits, and research. By looking into this angle, finance operations can be streamlined, freeing up more time to concentrate on activities that bring value to the business. Compile quarterly and annual tax returns.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

Future CFO

FEBRUARY 13, 2023

He also recommends continuing dialogues with banks that offer market insights to craft good strategies for funding and risk management. Read market updates daily and try to assess the potential impact on the group, be proactive vs reactive.

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

Future CFO

MARCH 23, 2023

Few Fitch-rated banks in APAC have the sort of depositor concentration profiles that left SVB particularly vulnerable to a run, the firm observed. “We We believe the risk of deposit volatility could be significant for digital banks in APAC,” Fitch said.

Banking 52

Banking Valuation Concentration Risk Management 52

Spreadym

NOVEMBER 3, 2023

Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently. Risk Management: Assess your insurance needs, including health, life, disability, and property insurance, to protect against unexpected events that could impact your financial well-being.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

PYMNTS

FEBRUARY 14, 2020

Venture capital funding rounds this week showed some concentration on the continent, with several announcements tied to Europe. CybelAngel , a risk management and cybersecurity startup based in France, raised the equivalent of $36 million in Series B funding. The funds will go toward product development and the firm’s expansion.

Banking 52

Banking Concentration Risk Management Investments 52

Future CFO

JANUARY 10, 2024

Globally, Allianz Trade is looking at an around 10% increase in 2024, which will be concentrated in the US and European markets, driven mainly by the global economy, what with the expected mild recession in Europe and the continuing Russia-Ukraine war, as well as the coming elections in the US.

Forecasting 52

Forecasting Concentration Economics Risk Management 52

CFO Simplified

SEPTEMBER 16, 2022

Today, we want to introduce one high-level principle that should be used within any business to manage, direct and control the outflow of cash: The “three-way match ” or “triple match.”. Internal Controls and Risk Management in a Business. One of the more challenging elements of running any business is risk management.

Accounts Payable 52

Accounts Payable Invoicing Risk Management Accounting 52

PYMNTS

DECEMBER 14, 2020

Digital advances have generated enormous wealth in record time, but that wealth has been concentrated around a small number of individuals, companies and countries,” UN Secretary General António Guterres wrote in a preface to the report. has at the very least focused the world’s awareness on this growing problem.

Securities 77

Securities Concentration Economics Transportation 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. This driver involves analyzing and managing expenses, negotiating better vendor contracts, implementing cost-saving measures, and monitoring budget adherence.

Planning 52

Planning Prioritization Concentration Compliance 52

PYMNTS

AUGUST 30, 2018

It would be “too risky” to allow non-European banks to lead the way of financing and risk management in Europe, Sewing added. 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.

Banking 40

Banking Planning Leadership Concentration 40

CFO News Room

NOVEMBER 21, 2022

As such, client meeting seasons are held in both the spring (March through May) and the fall (September through November), with most meetings currently concentrated in April and October. Our process is thoughtfully planned around tax deadlines and includes meetings with our clients twice per year. software changes). When Clients Can’t Meet.

Planning 130

Planning Concentration Communication Tax Planning 130

Future CFO

DECEMBER 18, 2020

We expect Credit and Political Risk Insurance (CPRI) to play an important and increasing role in supporting lenders in mitigating risk, overcoming concentration issues and improving capital adequacy. In Asia, we have seen a rise in demand for surety as a liquidity tool to replace bank guarantee and LC instruments.

Marketing 52

Marketing Profit and Loss Finance Credit Risk 52

The Finance Weekly

OCTOBER 13, 2021

Concentrate on particular areas of improvement. After you've documented and comprehended the extended financial closing process, you may concentrate on identifying the areas that require immediate attention. When it comes to something as vital as risk management, though, best practices must be followed: 1.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

Barry Ritholtz

DECEMBER 19, 2023

And, and our vision was to create an investment partnership like you’d find with a Wellington or a capital group with the risk management expertise of Citadel wrapped in a specialist structure at Woodline. 00:21:47 [Speaker Changed] And a lot of funds that have found success seem to have run some pretty concentrated portfolios.

Healthcare 60

Healthcare Investments Construction Concentration 60

CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. .” You’re obtaining clients. Matthew: Exactly. We have the ACHs?

Planning 130

Planning Communication Profit and Loss Education 130

CFO Talks

FEBRUARY 20, 2024

An experienced CFO with a strong ack record in financial leadership and strategic planning, skilled in financial analysis, risk management, compliance , and financial reporting, a nd excels in team management and fostering a collaborative environment. I’m just going to do a brief overview of Far haan’s CV. Farhaan: Sure.

CFO 52

CFO Leadership Accounting Finance 52

Barry Ritholtz

MARCH 7, 2023

Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management. I’ve focused much more on risk management, downside risk hedging. But as you said, at Soros, it was all about big macro bets.

Investments 64

Investments Marketing Economics Risk Management 64

CFO News Room

NOVEMBER 8, 2022

Cean: No, we usually want to make sure that we’re hitting on risk management, so we look at insurances. And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. Cean: Correct.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. 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: Not in leveraged, no, not at all, give more ….

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

DECEMBER 6, 2022

BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. You also have an S&P 500 Covered Call. Why covered calls? What does that create within the ETF? RITHOLTZ: Yeah.

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

AUGUST 15, 2023

So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

JULY 4, 2023

And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. They built their infrastructure, risk management, and hired great PMs to lead these businesses. RITHOLTZ: Tell us.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. With no further ado, my interview of GCM’s Ken Tropin.

Profit and Loss 117

Profit and Loss Foreign Exchange Valuation Investments 117

Barry Ritholtz

APRIL 4, 2023

So you would see pretty high concentrations of, you know, $100 million, $200 million, $300 million, all essentially sitting on a single balance sheet of the bank. So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56