CFO News Room

NOVEMBER 12, 2022

A company who invests only in protection is not managing the risk associated with getting up and running again in the event of a cyber incident. In March 2022, the SEC issued a proposed rule titled Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure.

Risk Management 130

Risk Management Planning Investments Economics 130

Future CFO

DECEMBER 19, 2023

Invest in GenAI, but also the culture change, mindset shift, new talent and upskilling to fully realise its value. Co-create : Achieving change in complex natural, economic and technological systems requires broad-based collaboration with clients, business partners, government, civil society, academia and creatives.

Finance 52

Finance Problem Solving Leverage Risk Management 52

Global Finance

MAY 16, 2024

Still, the direction of travel will be determined by economic growth; central bank base rate moves, particularly from the US Federal Reserve; the demand for credit; and the pace of loan delinquency. Investment banking fee wallets collapsed as deal-making and listings shriveled.

Banking 52

Banking Finance Risk Management Leverage 52

PYMNTS

NOVEMBER 3, 2020

Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. The connection will let firms that have invested in Aptean digitize their AP processes with Palette's offering.

Credit Risk 88

Credit Risk B2B Accounts Payable B2C 88

Future CFO

FEBRUARY 27, 2024

It encompasses environmental, social, and economic dimensions and involves the responsible use of resources, reducing waste and pollution, promoting social equity, and ensuring economic viability over the long term,” she put forward. According to Soni, ESG factors are often integral to sustainability efforts.

Leadership 98

Leadership Compliance Financial Reporting Economics 98

Global Finance

MAY 9, 2024

Still, the direction of travel will be determined by economic growth; central bank base rate moves, particularly from the US Federal Reserve; the demand for credit; and the pace of loan delinquency. Investment banking fee wallets collapsed as deal-making and listings shriveled.

Banking 52

Banking Finance Risk Management Leverage 52

CFO Leadership

JANUARY 25, 2024

This emphasis on improving a broad collection of BP&A-related areas is part of the finance organization’s efforts to optimize costs, sharpen planning, improve risk management and increase profitability amid heightened economic, geopolitical, social and climate uncertainties.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

CFO Leadership

JANUARY 5, 2024

This emphasis on improving a broad collection of BP&A-related areas is part of the finance organization’s efforts to optimize costs, sharpen planning, improve risk management and increase profitability amid heightened economic, geopolitical, social and climate uncertainties.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

CFO Simplified

APRIL 15, 2024

The economic environment is changing, along with your customers and your competition. Risk Management: Identify the potential risks that your company is going to face and develop strategies to mitigate them. Invest in Scalable Technology: Adopt technology solutions that can grow with the business.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

Future CFO

FEBRUARY 22, 2022

Siang Leng Tay , CFO and head of FP&A for QBE Asia , summed it up by adding that the biggest change is the need to respond quickly to rapidly changing economic conditions/business challenges as well as being the co-pilot to senior management and Boards for strategic decision making. “It 2020-2021: period of challenges.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Leadership Finance Investments 98

CFA Institute

SEPTEMBER 27, 2020

How can we leverage the fact that machine learning, alternative data, and AI are not only widespread, but increasing in influence?

Investments 52

Investments Leverage Risk Management Economics 52

Future CFO

FEBRUARY 16, 2023

Cost cutting might be the first thing that comes to mind when there's economic uncertainty. Lee Thong Tan, CFO Practice Lead, Asia, Workday (Photo: Workday) Future CFO: How can risk management help organisations build business resilience and ride through economic uncertainty? Why cost cutting isn't the best way?

CFO 52

CFO Finance Economics Leverage 52

Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. It provided an in-depth understanding of emerging markets including consumer needs across culture, languages, and economic landscape. Managing a team across half of the globe is a multifaceted challenge.

Finance 52

Finance Leadership Auditing Math 52

PYMNTS

JUNE 27, 2018

According to Frey, the current economic climate is particularly affected by sudden policy shifts that may not necessarily be rooted in sound economic fundamentals. This can expose companies to risk, explained Frey — even firms that may assume they are immune to currency fluctuations.

Currencies 53

Currencies Foreign Exchange Risk Management Profit and Loss 53

Global Finance

MAY 8, 2024

The move aligns UOB, which also won the Best Bank in Singapore, with ASEAN’s rise as an economic powerhouse, rapidly transformed via megatrends like supply chain diversification, digitalization and investments in net-zero transitions and a rising middle class. CCB invested 4.9 In 2023, the bank leveraged its 8.9

Banking 52

Banking Profit and Loss Construction Retail 52

Jedox Finance

MAY 31, 2023

At the same time, organizations must contend with evolving variables such as economic volatility, a ruthlessly competitive talent market, and an increasingly remote workforce. Workforce planning challenges to consider Talent is difficult to attract and retain in a highly competitive market.

Planning 52

Planning Forecasting Finance Budgeting 52

Future CFO

JULY 29, 2020

FutureCFO: What is the CFO’s role in an organisation when it comes to cyber risk management? The World Economic Forum (WEF) expects the cost of cybercrime to businesses to reach US$ 8 trillion in the next five years. David Sajoto , Vice President of Sales for Asia Pacific and Japan, ExtraHop.

CFO 52

CFO Securities Leadership Economics 52

Barry Ritholtz

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group.

Investments 65

Investments Marketing Economics Risk Management 65

Barry Ritholtz

DECEMBER 19, 2023

In fact, we had a conversation at an emerging manager’s panel back on at Bloomberg Invest earlier this year, and I thought you would be great for, for a master’s in business. I got an internship at a investment fund in Baltimore, and this was 2002 at the time. 00:01:37 [Mike Rockefeller] Thanks for having me, Barry.

Healthcare 61

Healthcare Investments Construction Concentration 61

Barry Ritholtz

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Investments 52

Investments Banking Economics Construction 52

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained.

Investments 57

Investments Math Risk Management Benchmarking 57

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. I mean, it’s an age old thing in investing and trading.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118

Future CFO

NOVEMBER 30, 2020

The key is to encourage accounting graduates to learn how to leverage upon new and emerging technologies, work with structured and unstructured data, conduct data storytelling effectively and most importantly, adapt in a fast moving business environment with changing business models and evolving business needs.

Accounting 40

Accounting Finance Education Communication 40

Barry Ritholtz

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. The first job for Morgan Stanley was McCown De Leeuw.

Investments 61

Investments Valuation Marketing Currencies 61

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Was impeccable, right?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. My special guest this week is Tom Rampulla. So that was helpful.

Investments 111

Investments Profit and Loss Education Advertising 111

Barry Ritholtz

MARCH 5, 2024

So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. 00:06:01 [Speaker Changed] So you end up as head of global credit and senior managing director at Citadel Investment Group, was that right? Did they seed you, did they invest you?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 57

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. She really has an incredible background in everything from capital markets to derivatives, to wealth management. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. RITHOLTZ: Right.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. RITHOLTZ: You describe what we now call junk bonds, we used to call high yield, what we now call distressed investing, we used to call vulture investing. But it was very tiny. RITHOLTZ: Right.

Investments 110

Investments Restructuring Profit and Loss Finance 110

Barry Ritholtz

APRIL 4, 2023

With no further ado, my conversation with Ken Kencel of Churchill Asset Management. They really weren’t in the investment banking business, and they looked at the opportunity there and said, gee, we should really have a high yield business and a financing business. We love your investment strategy. It seems unusual.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57

PYMNTS

DECEMBER 16, 2019

The notion of on-call commerce will do more than simply blur the lines between the online and offline worlds: It will make commerce present – and effortless – in entirely new channels, creating new efficiencies that will have a positive impact on the economic well-being of countries all over the world. billion people now live.

Banking 72

Banking Accounting Leverage Advertising 72

PYMNTS

JANUARY 1, 2020

The notion of on-call commerce will do more than simply blur the lines between the online and offline worlds: It will make commerce present – and effortless – in entirely new channels, creating new efficiencies that will have a positive impact on the economic well-being of countries all over the world. billion people now live.

Banking 69

Banking Accounting Leverage Advertising 69

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. ” Matthew: It’s very risk management based. Not just, “Here’s an insurance and investment mix. The culture was very product driven. You’re obtaining clients. It feels amazing.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

JULY 4, 2023

WEINSTEIN: Sometimes like I said in terms of moving a battleship forward it’s just making sure that they have the best investment professionals for their existing strategies. Or you have to create a real partnership or investment committee in order to have the decision making be more a result of everyone versus one person.

Investments 57

Investments Numbers Risk Management Concentration 57

Barry Ritholtz

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

CFO News Room

NOVEMBER 1, 2022

It’s why we tend to also do investment management, or also do something to implement. And so, there’s a lot of the more fundamental things that we’re looking at, like retirement and investment management. That’s the whole engagement. And a lot of times, that just generates more business too.

Planning 130

Planning Investments Accounting Math 130