CFO Talks

MAY 7, 2025

As a CFO, your role is also to communicate effectively whether to the board, to your finance team, or across departments. You need to track performance, measure results, and be ready to pivot if the solution doesnt deliver. Effective Communication Strategies: Clarity: Keep it simple. Avoid jargon. Speak in terms of outcomes.

Problem Solving 52

Problem Solving CFO Communication Performance Measuring 52

CFA Institute

NOVEMBER 6, 2024

He specializes in low-volatility investing, asset pricing, and quantitative finance and is the author of numerous academic research papers for the Journal of Financial Economics , Management Science , Financial Analyst Journal , and the Journal of Portfolio Management.

Benchmarking 52

Benchmarking Investments Financial Analyst Economics 52

CFA Institute

NOVEMBER 12, 2021

Dow 36,000, crypto, Brexit, GameStop, pandemic. Imagine you uttered these terms back in the autumn of 2011, when Enterprising Investor first launched. What would they have evoked?

Finance 96

Finance Performance Measuring Risk Management Communication 96

CFA Institute

JUNE 5, 2023

He is a noted contributor to leading finance journals and is also a prominent speaker at investment events worldwide. Joseph Simonian, PhD, is senior investment strategist at Scientific Beta. Simonian is also currently the co-editor of the Journal of Financial Data Science and on the editorial board of The Journal of Portfolio Management.

Investments 52

Investments Financial Data Finance Performance Measuring 52

CFA Institute

JUNE 22, 2022

Almost unique among serious finance books, Edward Chancellor’s The Price of Time serves well as bedtime reading.

Finance 136

Finance Performance Measuring Economics Banking 136

CFA Institute

MAY 12, 2023

He was formally a member of the executive committee for the Defined Contribution Institutional Investment Association (DCIIA) and the ERISA Advisory Council (2018-2020).

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

CFA Institute

SEPTEMBER 22, 2022

"There’s one aspect of MMT that I have some sympathy for: the notion that what we spend money on is far more important than how we finance it." -- Cliff Asness.

Finance 121

Finance Performance Measuring Risk Management Economics 121

CFA Institute

OCTOBER 21, 2022

The essence of maximizing the internal rate of return (IRR) lies in the total amount of leverage contracted to finance a transaction.

Leverage 132

Leverage Finance Performance Measuring Economics 132

CFA Institute

SEPTEMBER 11, 2023

As machine learning (ML) and data science become ever more integrated into finance, which factors should we consider for our ML-driven investment models and how should we select among them?

Financial Data 52

Financial Data Economics Investments Finance 52

CFA Institute

AUGUST 22, 2023

Price is committed to growing sound money adoption through professional asset management and quality research, creating a bridge between traditional finance and crypto. Prior to Sound Money, he was the head of asset allocation for South Africa’s largest pension fund -- Alexander Forbes, Mercer's African partner -- between 2016 and 2021.

Finance 52

Finance Performance Measuring Economics Investments 52

CFA Institute

FEBRUARY 16, 2024

He specializes in low-volatility investing, asset pricing, and quantitative finance and is the author of numerous academic research papers for the Journal of Financial Economics , Management Science , Financial Analyst Journal , and the Journal of Portfolio Management.

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

CFA Institute

JUNE 25, 2024

He specializes in low-volatility investing, asset pricing, and quantitative finance and is the author of numerous academic research papers for the Journal of Financial Economics , Management Science , Financial Analyst Journal , and the Journal of Portfolio Management.

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

CFA Institute

JUNE 12, 2023

Gaurang Trivedi, CFA, is an independent investment and management professional providing advisory services in forensic analysis, equity research, private capital, corporate finance, and business development.

Economics 52

Economics Corporate Finance Auditing Finance 52

Planful

DECEMBER 8, 2015

Many Finance teams continue to employ approaches to planning, reporting, and analysis that lack the speed, flexibility, and ability to provide insight necessary to support their companies’ growth goals. But many Finance and performance management systems used by companies aren’t set up to support growth.

Finance 40

Finance Performance Measuring Budgeting Cost Management 40

CFA Institute

OCTOBER 8, 2023

Today, she is recognized worldwide as one of the leading researchers in women and finance. Fifteen years ago, Stewart saw a need to challenge outdated financial industry stereotypes and share positive messages about women and money. To find out more about her research, visit  Barbara Stewart.

Currencies 52

Currencies Investments Finance Banking 52

CFA Institute

AUGUST 30, 2023

Brad Swanson is an impact fund manager at Developing World Markets and adjunct professor of finance at George Mason University with an MBA from Columbia University. Zihan Chen is a current senior at George Mason University pursuing a bachelor's degree in finance.

Economics 52

Economics Finance Planning Performance Measuring 52

CFA Institute

NOVEMBER 30, 2023

Price is committed to growing sound money adoption through professional asset management and quality research, creating a bridge between traditional finance and crypto. Prior to Sound Money, he was the head of asset allocation for South Africa’s largest pension fund -- Alexander Forbes, Mercer's African partner -- between 2016 and 2021.

Valuation 52

Valuation Finance Performance Measuring Economics 52

CFA Institute

SEPTEMBER 10, 2023

He is a graduate of McGill University, where he majored in finance, and holds an executive MBA from INSEAD. Prior to moving to the buy-side, he held several senior positions at international banks, with his last role serving as head of rates and FX, ICG, MEA, at Deutsche Bank.

Banking 52

Banking Finance Investments Performance Measuring 52

Centage

SEPTEMBER 11, 2023

When departments or teams are responsible for budget adherence, it encourages them to manage finances responsibly. 5 Ways Budget vs Actuals Analysis Improves Strategic Decision-Making Budget vs actual analysis provides a snapshot of your financial performance and plays a pivotal role in shaping your strategic decisions.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

CFA Institute

DECEMBER 15, 2023

Schumacher holds an undergraduate degree from Colorado State University with majors in both finance and accounting. He manages globally diversified investment portfolios for families and select institutions. He holds an MBA. from the Boston College Carroll Graduate School of Management. Schumacher is a chartered financial analyst (CFA).

Nonprofit 52

Nonprofit Financial Analyst Investments Finance 52

CFA Institute

JULY 8, 2024

Stempien earned a BA in finance from Saint Louis University and an MBA in investments from the University of Notre Dame. He was formally a member of the executive committee for the Defined Contribution Institutional Investment Association (DCIIA) and the ERISA Advisory Council (2018-2020).

Construction 52

Construction Financial Analyst Investments Economics 52

Future CFO

AUGUST 7, 2024

As the business world veer towards constant changes--be it on technological advancements, regulations and policies, or sustainability standards and initiatives, it is imperative that Finance leaders know their way. CFOs are often asked to oversee additional functions on top of traditional finance and accounting."

Data Analysis 98

Data Analysis CFO Budgeting Performance Measuring 98

CFA Institute

MAY 25, 2023

Yuge Pang is a recent graduate of George Mason University School of Business with a concentration in finance. Kexin Xu is a recent graduate of George Mason University School of Business with a concentration in finance. She is also a dean's list student and FNAN & FPWN Honors Program member.

Concentration 52

Concentration Marketing Data Analysis Valuation 52

The Charity CFO

DECEMBER 30, 2024

He earned a Certificate for Performance Measurement for Management of NPOs from Harvard University Kennedy School of Government and a Certificate for Strategic Perspectives in Non-Profit Management from Harvard Business School. Greg holds a bachelors degree from Shippensburg University and a masters degree from McDaniel College.

Nonprofit 52

Nonprofit Leadership Performance Measuring CFO 52

CFA Institute

JULY 14, 2023

Pandya holds a bachelor's of commerce degree in finance (honors) from the University of Manitoba. Top contributing special situations he has uncovered include Maxar Technologies, Bausch Health, MAV Beauty Brands, Alcanna, Corus Entertainment, and Athabasca Oil. He earned his chartered financial analyst (CFA) designation in 2015.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Entertainment Financial Analyst Investments 52

CFO Thought Leader

OCTOBER 29, 2023

This episode features insights and commentary from three finance leaders: CFO Michael Linford of Affirm, CFO Ana Chadwick of Pitney Bose, and CFO Jason Leet of Zylo. OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space.

Planning 52

Planning CFO Performance Measuring Leadership 52

CFA Institute

MARCH 4, 2024

He is a CFA charterholder and a qualified accountant and auditor in Italy, has a master's in international finance from the Collegio Borromeo and the University of Pavia and a cum laude degree in economics from the University La Sapienza of Rome.

Valuation 52

Valuation Economics Investments Retail 52

CFO Thought Leader

JUNE 30, 2023

This episode our cohosts Brett Knowles and Jack Sweeney explore the insights and commentary from three finance leaders: CFO Michael Bannon of Typeform, CFO Chuck Fisher of Turo, and CFO Jeff Noto of Zayo. Brett Knowles is a long-time thought leader in the performance measurement space. technologies and the planning process.

Planning 52

Planning Performance Measuring CFO Prioritization 52

CFA Institute

AUGUST 22, 2021

Anything that you want to price in finance has three key inputs, Vineer Bhansali says.

Finance 98

Finance Performance Measuring Economics Investments 98

CFO Thought Leader

SEPTEMBER 4, 2023

Featured Planning Aces This Episode Achieving Your Total Addressable Market (TAM) | Rob Goldenberg, CFO, 6sense Top of Mind Metrics | Joel Campbell, CFO, TreviPay Exposing the Path to Profitability | Matt Gustke, CFO, WooCommerce OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space.

Performance Measuring 52

Performance Measuring CFO Planning Leadership 52

CFA Institute

FEBRUARY 24, 2020

What if "normal" real interest rates are not coming back?

Finance 52

Finance Performance Measuring Financial Analysis Economics 52

CFO Thought Leader

JUNE 1, 2023

In this episode of the Planning Aces podcast, Cohosts Jack Sweeney and Brett Knowles feature the commentary and insights of three finance leaders who don’t mind displacing the status quo as they seek to optimize their business metrics and drive performance. Share a comment or two with our resident thought leader.

Performance Measuring 52

Performance Measuring CFO Planning Leadership 52

CFO Thought Leader

APRIL 21, 2023

This episode features the FP&A insights and commentary of CFO Chris Halpin of IAC, CFO Ben Chrnelich of Symphony, and CFO Betsy Ward of MassMutual Machine Generated Transcript (unedited) Your Hosts | Brett Knowles & Jack Sweeney About Brett Knowles Brett is a long-time thought leader in the performance measurement space.

Planning 52

Planning Performance Measuring CFO Leadership 52

PYMNTS

NOVEMBER 8, 2017

Intuit-operated QuickBooks has dabbled in small- and medium-sized business (SMB) financing in the past, but an announcement made Tuesday (Nov. QuickBooks Capital uses data already within the QuickBooks platform , as well as a loan application process embedded within the portal to link SMBs to financing.

Performance Measuring 41

Performance Measuring Finance Forecasting Planning 41

Spreadym

MAY 10, 2023

It involves evaluating the impact of various "what-if" situations on financial flows projections, business performance measures, or outcomes. By simulating various scenarios, you can evaluate the potential consequences of risks and uncertainties on your finances or business operations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Performance Measuring Risk Management 52

CFA Institute

DECEMBER 21, 2023

He received his cum laude MScBA in finance and investments from the Rotterdam School of Management, holds a post-graduate certificate in real estate from New York University, and is a CAIA® charterholder.

Investments 52

Investments Economics Banking Securities 52

PYMNTS

FEBRUARY 5, 2020

At a high-level view, that changes the number of levers that can be pulled — from a finance perspective — around the working capital associated with AP. might take an Excel file out of a performance measurement system and upload the file to its bank. But without automation, you don’t have any of those levers to pull.

Invoicing 61

Invoicing Accounts Payable Foreign Exchange Currencies 61