Nerd's Eye View

APRIL 11, 2025

In terms of enforcement actions, Atkins is expected to prioritize instances of investor harm and be less inclined to issue sanctions for technical rule violations (which were more frequent under previous SEC Chair Gary Gensler). Senate has confirmed Paul Atkins to be the next Chair of the Securities and Exchange Commission (SEC).

Prioritization 64

Prioritization Communication Construction Leverage 64

Global Finance

APRIL 3, 2025

Nineblocks, a crypto hedge fund licensed in Dubai, plans to maintain regional operations in the United Arab Emirates due to its more favorable cryptocurrency legislation. A significant portion are being driven by megaprojects with, collectively, over $1 trillion worth of planned developments.

Investments 64

Investments Economics Prioritization Construction 64

Global Finance

MARCH 6, 2025

The project involves the construction of two European Transport Corridors (ETC). The plan is to raise the defense budget to at least 4% of GDP in 2026. The country is also generating foreign investor interest in capital-intensive projects. The countrys 1.6 billion defense budget allocates 42% to weapon systems procurement.

Transportation 82

Transportation Economics Budgeting Investments 82

Nerd's Eye View

JUNE 24, 2024

comprehensive, planning-centric, fee-based advisors) versus 'bad guy' (e.g., Which means that advisors should not be expected to champion the planning industry alone when prospecting for clients. ignorant, overcharging stockbrokers) storytelling approach to promoting the industry.

Prioritization 76

Prioritization Construction Planning Marketing 76

PYMNTS

DECEMBER 14, 2020

On the front-end level, when Bank of America launches new products and services as part of the overall marketing plan and introductory plan, having a video is important. These are customers Bank of America prioritizes, and who want to understand the benefits they are getting by staying on. Building the Right Customer Journey.

Banking 116

Banking Communication Leverage Prioritization 116

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) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 52

Planful

APRIL 16, 2021

While there’s no magic formula to define what’s “healthy” debt, you can answer these questions to decide if your company is ready to prioritize growth over business debt. Planful’s Total Economic Impact study showed that the benefits of cloud-based services extend to financial planning and analysis (FP&A).

Prioritization 40

Prioritization Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Profit and Loss 40

PYMNTS

APRIL 23, 2020

And what has been striking, all agreed, is the players who are succeeding now are taking the digitization plans, security initiatives and omnichannel expansion visions already in the pipeline and hitting the accelerator on getting those products into the market ahead of schedule. “It’s

Prioritization 96

Prioritization Construction Planning Forecasting 96

Trade Credit & Liquidity Management

JUNE 10, 2025

If a targeted customer balance will not be paid as projected, have a plan for focusing on other accounts to make up the difference. Plan for the month ahead. A policy-driven process is necessary to prioritize contacts and determine the best approach for each customer. This provides the road map they need. Know your customers.

Invoicing 52

Invoicing Sales Accounting Securities 52

CFO Talks

NOVEMBER 7, 2024

Then I will look at emails and plan so by 8am the day is ready to go. To achieve this balance, I prioritize what is important to me and allocate time accordingly. Start by prioritizing tasks and break your day into manageable chunks. Prefer workout in the evenings What sparked your interest in finance?

CFO 52

CFO Leadership Communication Finance 52

Global Finance

JUNE 6, 2024

Innovation: AI-Based Fund Monitoring Company: Eurasian Bank In Kazakhstan, would-be homeowners often engage in shared-equity construction, a process in which future owners buy shares in a house under construction. One shortcoming is that the actual use of funds isn’t always straightforward.

Construction 109

Construction Compliance Cash Management Treasury 109

Centage

APRIL 11, 2023

A plan of action for both business leaders and product managers, the roadmap details the vision and goals of a product over time. More than just constructive criticism, it reveals the true pulse of the customer including both their wants and needs, which helps to propel a product to evolve and improve.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Construction Budgeting Forecasting 52

PYMNTS

MAY 4, 2020

Making anything move fast has historically been a challenge, he noted, although in recent years the company has seen progress in both the innovations pushing forward — new programming languages and messages formats to supplant the over half-century-old EDI system buttressed by recent regulatory changes prioritizing data portability.

Healthcare 91

Healthcare Pharmaceutical Prioritization Investments 91

CFO Simplified

NOVEMBER 12, 2024

Business – HVAC construction company Location – St. Staffing Even though candidates were hard to find, the owners insisted that a new controller have construction company experience and years of experience working with their existing accounting software. Recommendations Create a plan for re-staffing the accounting department.

Invoicing 52

Invoicing Construction CFO Education 52

PYMNTS

JULY 3, 2020

Pactum did not disclose in its announcement how it plans to use the investment, but highlighted the opportunity for corporates to strengthen their supplier relationships through enhanced negotiating technology powered by AI.

B2B 64

B2B Manufacturing eCommerce Prioritization 64

PYMNTS

AUGUST 15, 2017

Only 29 percent had plans to invest in mobile ordering technology in 2017. Hospitality is inherently a more difficult industry to standardize and construct within the framework of a native mobile app,” Wi-Q concedes in the whitepaper.

Prioritization 77

Prioritization Entertainment Construction Technology 77

CFO Strategic Partners

APRIL 14, 2025

As you make plans for the coming year, your business may be anticipating: New Leadership A Merger or Acquistion New Growth Initiatives New Technology + Systems AI Developments Changing Skill Needs The key is developing a culture that embraces growth, while remaining grounded in tangible initiatives that keep team members engaged.

Leadership 40

Leadership Auditing Valuation Compliance 40

Spreadym

AUGUST 8, 2023

An operating budget is a financial plan that outlines the projected revenues and expenses of an organization or business for a specific period, typically a fiscal year. What about capital improvements plan? Prioritize projects based on their potential impact, urgency, cost-effectiveness, and alignment with strategic goals.

Budgeting 52

Budgeting Prioritization Profit and Loss Construction 52

CFO Plans

SEPTEMBER 24, 2024

This accessibility ensures that business owners and financial advisors can collaborate seamlessly, leading to more effective financial planning and tax strategy formulation. A seasonal business, for example, can plan for off-peak periods by managing expenses and leveraging credit lines effectively.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO News Room

NOVEMBER 14, 2022

Providing constructive feedback to newer associate advisors is also important. One way to do this might be to allow the associate to roleplay presenting a financial plan, then to debrief by first identifying how they met or exceeded expectations and then reviewing areas for potential growth. Set Realistic Onboarding Plans.

Practice Management 130

Practice Management Planning Communication Leadership 130

PYMNTS

JANUARY 3, 2019

Still, even with such “recognition of the systemic risks” posed by “critical infrastructure” (risks that apply to multiple industries and consumer segments), “we as a country still have to figure out how to address those risks and prioritized efforts” at defense, Baich said. Collaboration is also vital.

Risk Management 67

Risk Management Securities Prioritization Construction 67

CFO News Room

NOVEMBER 1, 2022

But that is a, it’s, it’s a manmade construct. And say, “We are going to create an action plan around this, around recruiting or around let’s say pay and promotion. The organization is primed to focus on how we can make this a better place for everyone. Collective action – I like to say pick one thing.

Leadership 100

Leadership Construction Budgeting Planning 100

The Finance Weekly

SEPTEMBER 3, 2023

A , study by PwC showed that 69% of people changed how they spend money in the last six months, and 43% plan to shop online more in the next six months. Prioritizing relationships with existing customers often yields better long-term success for businesses than splurging on , marketing , advertising, or sales outreach.

Prioritization 52

Prioritization Construction Numbers Advertising 52

PYMNTS

MAY 2, 2016

New data uncovers just how much money is lost due to these attacks, as well as how much money corporations plan to spend both on cloud security and Internet of Things security as the threat of cyberattacks continues to rise. This week’s B2B Data Digest is all about risk — though, not always in the traditional sense. That represents a 23.7

Invoicing 41

Invoicing B2B Securities Finance 41

PYMNTS

JUNE 14, 2017

Apple has made a big deal of how it plans to use customer data — and more importantly, how it doesn’t. When they go out, they can’t even take their re-constructed playlists with them. Exclusive, because the key selling point in the fall advertising cycle will be privacy. Not if you ask PYMNTS’ CEO Karen Webster. iPad Pro 10.5.

Prioritization 40

Prioritization Construction Advertising Retail 40

Barry Ritholtz

MARCH 4, 2025

What was the original plan? And I, and I would love to tell people I had a grand plan. I didn’t really have a grand plan, but my policy degree was at University of Chicago. Melissa Smith : ] So again, did not have a grand plan at the time that I was in policy school at Chicago. Melissa Smith : Absolutely.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

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

AUGUST 26, 2022

And while the announced $10,000 of debt forgiveness for some borrowers made the most headlines, advisors will also want to be mindful of a new Income-Driven Repayment plan that could help some clients with student debt reduce their monthly payments and the planning implications of the resumption of student loan payments in January!

Prioritization 98

Prioritization Construction Practice Management Planning 98

Nerd's Eye View

AUGUST 26, 2022

And while the announced $10,000 of debt forgiveness for some borrowers made the most headlines, advisors will also want to be mindful of a new Income-Driven Repayment plan that could help some clients with student debt reduce their monthly payments and the planning implications of the resumption of student loan payments in January!

Prioritization 98

Prioritization Construction Practice Management Planning 98

CFO Share

MAY 22, 2024

Instead, use a checklist to exhaustively check all potential problems, identify issues to fix, and plan the correct order to address them. Develop and execute a clean-up plan. Work with your accountant to prioritize the cleanup of findings from steps 2-4. Ignoring the system setup.

Profit and Loss 105

Profit and Loss General Ledger Accounting Financial Reporting 105

CFO News Room

NOVEMBER 18, 2022

Though much work remains to be done to enact a progressive economic agenda, this midterm election showed clear signs of support for a policy agenda that prioritizes economic, racial, and gender justice for working families. Voters in several states and localities approved measures to fund the construction of affordable housing.

Economics 130

Economics Construction Prioritization Transportation 130

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) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130

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. And like all things, it took longer, was more complex. NORTON: You would think, you would think. RITHOLTZ: At the BLS, no. NORTON: No.

Investments 52

Investments Valuation Benchmarking Marketing 52

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. Full disclosure, my firm uses Orion as part of our tech stack and managing the four and a half or so billion dollars we have. When would you do it?

Investments 59

Investments Communication Benchmarking Technology 59

CFO Talks

NOVEMBER 26, 2024

I find it’s the best time for gathering thoughts, planning the day, or tackling tasks that need a clear mind. I find that this blend of movement, caffeine, and planning gives me focus and energy right from the start. Strategic planning, meanwhile, is the foundation for leadership.

CFO 98

CFO Leadership Finance Strategic Planning 98

Barry Ritholtz

AUGUST 7, 2023

Bachelors in English at Colby College, was the plan always journalism from day one? The mind is so squirrely and out of control and constantly planning and asking stupid questions and where do gerbils run wild and blah, blah, blah. I call it constructive anguish. ” So I started a podcast with no real plan.

Entertainment 52

Entertainment Transportation Investments Finance 52

CFO News Room

DECEMBER 23, 2022

If you are planning to travel on Xmas, do consider your plans carefully. –>. * * *. Permits, a proxy for future construction, have been falling as soaring prices and rising mortgage rates hit demand and activity.”. Wendell Berry: UK’s plans for Memorial Hall dishonor art, artists, history and ‘honest thought.’”

Economics 130

Economics Advertising Manufacturing Forecasting 130