Barry Ritholtz

AUGUST 31, 2023

Institutional Investor ) • What to Do With a 45-Story Skyscraper and No Tenants : HSBC’s plan to leave its Canary Wharf tower for a smaller site shows the global challenges ahead in repurposing unwanted office space for a post-pandemic world. Businessweek ) • Strike Force Five: what happens when late-night TV hosts make a podcast?

Strategic Planning 98

Strategic Planning Construction Economics Valuation 98

CFO Selections

MARCH 9, 2023

As companies continue to battle unexpectedly high inflation and economic uncertainty , understanding this year’s prevailing trends across financial forecasting, fintech stacks, procurement, and customer attribution can help them to increase revenue and market share.

Strategic Planning 52

Strategic Planning CFO Forecasting Economics 52

CFO Simplified

AUGUST 22, 2022

By this time, you are well on the road to executing your strategic plan for this year. This strategic plan includes evaluating your client relationships: Do they fit into your business model? Are they time-consuming? How do you choose the right banking relationship for your business? Evaluating Your Relationships.

Banking 98

Banking Strategic Planning CFO Treasury 98

Focus CFO

DECEMBER 6, 2021

Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. Businesses that set goals and try to hit them without an overarching strategic plan can end up wasting resources, pulling their teams in too many directions, and thwarting their own expansion efforts.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

CFO Talks

OCTOBER 25, 2023

While technical accounting knowledge remains crucial, a CFO must also be adept at strategic planning, risk management, leadership, and communication. Understanding the Big Picture : A CFO needs to understand the broader business environment, including industry trends, regulatory changes, and economic factors.

CFO 52

CFO Leadership Risk Management Strategic Planning 52

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. The economic environment is changing, along with your customers and your competition. A written strategic plan will help guide you to your end goal, and we can help you. Here’s a quick review.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

CFO Simplified

DECEMBER 10, 2021

But it’s during turbulent times that planning for your business’ growth and financial success gains even greater importance. Businesses that have a clear vision and strategic plan in place know that implementation can often be more difficult than creating the strategy. This creates a better, more cohesive operation.

Planning 52

Planning Strategic Planning Prioritization Economics 52

Future CFO

SEPTEMBER 17, 2023

Growing economic optimism in advanced economies obscures an inconvenient truth: favourable conditions that have powered growth in the last decade are no longer present,” said Randeep Rathindran, distinguished vice president, research, in the Gartner Finance practice.

Economics 52

Economics Strategic Planning Finance Cost Management 52

Spreadym

SEPTEMBER 12, 2023

Strategic Planning: In addition to annual budgets, companies engage in strategic planning, which typically occurs on a longer-term horizon (e.g., This involves setting broader financial and operational objectives and then aligning annual budgets with those strategic goals. 3 to 5 years).

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

CFO Network

FEBRUARY 14, 2024

They conduct in-depth economic analysis , helping you identify areas of improvement and untapped opportunities. Their cost-efficiency, financial expertise, strategic planning, risk mitigation, and scalability make them a powerful asset. This cost-saving measure can free up resources for other essential aspects of your business.

CFO 52

CFO Tax Planning Strategic Planning Financial Analysis 52

Boston Startup CFO

APRIL 12, 2024

13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning.

Planning 40

Planning Cash Flow Forecasting Forecasting Benchmarking 40

CFO Thought Leader

MARCH 24, 2024

Having transitioned from structured finance roles at General Electric to the dynamic environment of UiPath, Alper now brings to the table a blend of experience in operational finance, strategic planning, and transformational technologies that arguably made her an optimal CFO candidate.

CFO 52

CFO Finance Strategic Planning Leadership 52

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. CFOs, with their unique overview of the organization’s financial health and strategic direction, are crucial in navigating these changes.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

FEBRUARY 14, 2020

World leaders have been direct about global economic prospects. Just refer to IMF’s incisive statement that the global economy is in a synchronised slowdown , and the assessments of slow economic growth by the World Bank and World Economic Forum. dealing with economic slowdowns, given the Asian Financial Crisis of.

Economics 40

Economics Strategic Planning Leadership Technology 40

Centage

AUGUST 15, 2022

In the current economic climate, proper financial planning and management are more essential than ever before. With that in mind, many businesses are turning to budgeting and planning drivers as a way of obtaining more accurate information. Managers can then run scenarios with the drivers to improve long-term strategic planning.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

The Finance Weekly

JANUARY 8, 2024

It's not just about knowing your current financial situation, but also projecting into the future based on your plans. While company leaders can't control everything, such as market fluctuations and economic changes, they can influence expenses. Be prepared to adjust hires and your product development timeline if needed.

Forecasting 52

Forecasting Budgeting Startups Strategic Planning 52

CFO News Room

DECEMBER 16, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial Examiner.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

E78 Partners

AUGUST 24, 2023

Rapid Growth: Scaling a business requires robust financial planning and management. An Interim CFO can provide the strategic insights needed to fuel growth while maintaining financial health.

CFO 52

CFO Leadership Restructuring Strategic Planning 52

CFO Talks

JULY 7, 2022

Strategy, planning skills, good governance. Macro-economic view. Round table – The State: strategic planning skills. Communicate the strategy. Friday 7 October 2022, afternoon. Round table – Can companies teach anything in terms of best practices? Round table – The State: governance and elite selection.

CFO 52

CFO Strategic Planning Leadership Invoicing 52

Strategic Treasurer

AUGUST 15, 2022

During uncertain times, treasury teams must be on the frontlines to plan for business continuity by monitoring external factors such as seasonality, currency fluctuations, and broad economic indicators. Forecasting cash flow and strategic planning have never been more important.

Treasury 52

Treasury Forecasting Strategic Planning Leverage 52

PYMNTS

NOVEMBER 21, 2019

Walmart will expand aggressively in China , with a plan to add 500 new locations in the country over the next half decade or so, according to a report by CNN. The news comes as China is in the midst of an economic slowdown and a protracted trade war with the U.S.

Strategic Planning 60

Strategic Planning eCommerce Economics Sales 60

PYMNTS

APRIL 5, 2020

The countries stress that it will likely be some time before everything returns to normality, but the aforementioned countries have enacted committees to strategically plan ways to both ease the restrictive conditions implemented to stop the virus, while also trying to stop further infections and not overwhelm the medical systems.

Planning 60

Planning Strategic Planning Manufacturing Economics 60

CFO Simplified

FEBRUARY 11, 2022

Over the past two years, the US federal government has given billions of dollars to businesses, including through Paycheck Protection Program (PPP) loans, Economic Injury Disaster Loan (EIDL) grants, and Employee Retention Credit (ERC) tax rebates. When economic winds change, small and middle-market companies must be able to pivot.

Planning 98

Planning CFO Economics Restructuring 98

PYMNTS

JULY 7, 2020

The Southeast Asian country’s national tax office announced it will impose a 10 percent value-added tax (VAT) on foreign global technology companies as the nation looks for ways to defray the costs of battling the economic effects of the COVID-19 pandemic, Reuters reported.

Sales 56

Sales Strategic Planning Budgeting Compliance 56

Boston Startup CFO

APRIL 3, 2023

Fractional CFOs can help integrate these elements into your startup’s overall strategy so you can bolster adaptability, optimize resource allocation, and ultimately position yourself for long-term success in an ever-changing economic environment.

Accounting 52

Accounting Accounting Principles GAAP Compliance 52

VCFO

JULY 22, 2022

Embedded leases are leases present in broader contracts or service agreements where an asset may not be specifically identified, however the user has control over an asset’s use and economic benefits. Does the lessee hold all economic value from the asset’s use? Does the contract or agreement directly or indirectly indicate an asset?

Accounting 78

Accounting Accounting Standards Economics Advertising 78

Spreadym

AUGUST 2, 2023

It involves creating a detailed financial plan that outlines projected revenues, expenses, and investments for a specific period, typically a fiscal year. Zero-Based And Traditional Budgeting Zero-based and traditional budgeting are two different approaches to budgeting used by organizations for financial planning and resource allocation.

Budgeting 52

Budgeting Forecasting Prioritization Strategic Planning 52

PYMNTS

AUGUST 5, 2020

There’s a strategic planning process where the Thasio brand manager gets a document that details the history of the product, including its competitors, ranking, threats and opportunities. Regardless of the post-COVID outcome, Silberstein is passionate about Amazon as an economic driver for retail. “In

Valuation 134

Valuation Strategic Planning Compliance eCommerce 134

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

Fpanda Club

SEPTEMBER 2, 2021

FP&A analyst, in turn, is a promising yet developing profession that can be interesting to graduates with finance, statistics, economics or business degrees as well as to finance professionals from adjacent disciplines. Planning, budgeting and forecasting are linked together forming financial planning processes.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

The Finance Weekly

MARCH 25, 2024

She led Oracle's transition to cloud computing which skyrocketed the company's industry status and has successfully guided Oracle through challenging economic periods. Of course, finance chiefs must ensure timely data for decisions, but success stems from strategic planning and collaboration across the business.

CFO 97

CFO Finance Forecasting GAAP 97

BlueLight

JULY 30, 2020

Forward In the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficult decisions. Post Series B, it becomes a full-time job to support strategic planning. In the startup world, unit economics is the new product market fit. Edited for readability.

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

Jedox Finance

DECEMBER 13, 2022

Kaplan and economic theorist David P. It is crucial to develop a strategic plan that accounts for changing circumstances and considers both management and employees. It compels management to focus on the most critical measures, since organizations rarely deal with too little information. Norton in the early 1990s.

Nonprofit 52

Nonprofit Strategic Planning Communication Accounting 52

Spreadym

JUNE 8, 2023

Forecasts can be short-term or long-term and are usually based on assumptions about factors like market conditions, customer behavior, economic trends, and internal capabilities. They help organizations anticipate potential risks, identify opportunities, and make informed decisions about resource allocation and strategic planning.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 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

Future CFO

AUGUST 30, 2021

According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. A Bachelor’s degree in the following will be expected for this role are Accounting, Finance or Economics. What makes for a sought-after chief finance professional (CFO)?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Problem Solving 52

PYMNTS

SEPTEMBER 4, 2020

As organizations accelerate their sales digitization efforts, B2B eCommerce has jumped to the top of strategic planning initiatives. According to Economic Times of India reports , this marks Mantis' first investment in India, while Y Combinator, Pioneer Fund and the founder of Teachable, Ankur Nagpal, also participated.

B2B 60

B2B Startups Strategic Planning Communication 60