CFO Leadership

JANUARY 25, 2024

BUSINESS PLANNING AND ANALYSIS Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

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

CFO Leadership

JANUARY 5, 2024

Business planning and analysis Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

OCTOBER 19, 2022

You know, we do the typical stuff, market economic outlooks and research there, product research. So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. So the harvest losses to offset future gains. Who’s your focus?

Investments 109

Investments Profit and Loss Education Advertising 109

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. ” Matthew: It’s very risk management based. Author: Michael Kitces. Team Kitces. You’re obtaining clients.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. BITTERLY MICHELL: … risk management. It was at Bank One, at the time. RITHOLTZ: Right.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

MARCH 27, 2023

And these were real bankruptcies, led by a supply-demand imbalance, too much leverage and not enough demand for the products. It’s a matter of making better decisions and being more profitable. Tell us about how you saw this lack of diversity and the lack of economic mobility. RITHOLTZ: It was really fascinating.

Investments 109

Investments Restructuring Profit and Loss Finance 109