CFO Talks

MARCH 14, 2024

Link Performance Measures to Strategy: Aligning performance metrics with the company’s strategic goals is vital. The CFO should review and adjust the existing measurement systems to ensure they are driving the desired behaviors and outcomes.

CFO 40

CFO Performance Measuring Benchmarking Restructuring 40

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 Leadership Planning 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

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

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

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 Compliance 40

Future CFO

NOVEMBER 27, 2023

Explaining clearing the impact of transition to IFRS 17, including details of underlying methodology to measure insurance contracts at the measurement date and disclosure of reconciliations of the contractual service margin and revenue by transition method.

IFRS 52

IFRS Accounting Standards Performance Measuring Reconciliations 52

CFO Talks

MARCH 20, 2024

Both the CFO and Controller deal with the company’s finances, but they focus on different things. It’s important to step back from the day-to-day and think about the company’s finances from a higher level. When it comes to arranging for debt financing and conducting equity placements, the CFO takes the helm.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 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 58

Finance Performance Measuring Risk Management Communication 58

Corporate Finance Associates

NOVEMBER 8, 2021

Better performance measurement capabilities would aid in achieving these objectives. The COVID-19 pandemic emphasized on the need to digitize business models. Organizations in the business services industry should focus on improving the agility along with cost-efficiency.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Performance Measuring Corporate Finance 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 92

Finance Performance Measuring Risk Management Economics 92

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 110

Leverage Finance Performance Measuring Economics 110

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

CFA Institute

JUNE 22, 2022

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

Finance 115

Finance Performance Measuring Economics Banking 115

Spreadym

JUNE 8, 2023

This involves estimating cash inflows from sales, investments, and financing sources, as well as projecting cash outflows for expenses, investments, and debt service. Financing and Capital Structure: Determine the appropriate mix of financing sources, such as equity, debt, or alternative funding options.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 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

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

CFA Institute

AUGUST 22, 2021

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

Finance 88

Finance Performance Measuring Economics Investments 88

Spreadym

JUNE 27, 2023

Performance Measurement: Financial Planning and Analysis establishes performance metrics and key performance indicators (KPIs) to monitor and evaluate the organization's financial performance against set targets.

Financial Planning and Analysis (FP&A) 52

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

CFA Institute

DECEMBER 30, 2019

The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.

Finance 52

Finance Performance Measuring Risk Management Education 52

CFA Institute

DECEMBER 26, 2018

The results offer an illuminating look into the forces that shaped finance in 2018. What Enterprising Investor articles most resonated with readers this year?

Finance 52

Finance Performance Measuring Communication Economics 52

CFA Institute

AUGUST 27, 2019

To paraphrase Richard Thaler, all finance is behavioral. In the same spirit, all investment management should be goals-based.

Investments 52

Investments Finance Performance Measuring Communication 52

CFA Institute

OCTOBER 25, 2022

Not all traditional investment management techniques are applicable to digital assets, but sector breakdowns, DCF models, and risk factor modeling are solid starting points.

Investments 116

Investments Performance Measuring Risk Management Economics 116

CFA Institute

APRIL 29, 2022

"If we thought of the equity premium as a fear premium," Rob Arnott says, "a lot of the so-called anomalies that we’ve talked about would not be anomalies at all.".

Marketing 122

Marketing Performance Measuring Risk Management Economics 122

CFA Institute

APRIL 7, 2022

Cliff Asness, Rob Arnott, Roger G. Ibbotson, and other luminaries explore the nature of bubbles and the momentum factor.

Performance Measuring 135

Performance Measuring Risk Management Economics Investments 135

Michigan CFO

JULY 8, 2022

Often business owners estimate their future finances with a guess based on how they’re feeling about the current health of their business. A CFO can wade through the muck of your bookkeeping to generate forecasts about future finances based on market conditions and a business’s past performance on paper (not just in your head).

CFO 40

CFO Forecasting Accounting Planning 40

CFA Institute

FEBRUARY 9, 2023

Spending flexibility must be better incorporated into the tools and outcomes metrics with which financial advisers advise clients.

Performance Measuring 88

Performance Measuring Risk Management Planning Economics 88

CFA Institute

FEBRUARY 17, 2023

How how does crypto investors' reliance on social media drive crypto market behavior?

Performance Measuring 97

Performance Measuring Marketing Economics Finance 97

CFA Institute

JULY 7, 2022

Economic value of equity (EVE) can help determine how well a company can weather interest rate hikes.

Economics 105

Economics Performance Measuring Risk Management Corporate Finance 105

CFA Institute

NOVEMBER 16, 2022

Investing is never done in the abstract. Investing is — and always has been — goals-based.

Investments 89

Investments Performance Measuring Risk Management Economics 89

CFA Institute

MARCH 16, 2022

What are the most widely used causality tests in the equity markets?

Investments 110

Investments Performance Measuring Marketing Economics 110

CFA Institute

AUGUST 8, 2022

Do local COVID-19 case counts have any correlation with local stock returns?

Performance Measuring 76

Performance Measuring Communication Economics Investments 76

CFA Institute

JANUARY 6, 2019

Shiller has shown remarkable prescience over the years. And with talk of inverted yield curves, overvalued stock markets, and imminent recession, the present struck us as an opportune time to see what was on his mind.

Economics 91

Economics Performance Measuring Marketing Finance 91

CFA Institute

JULY 26, 2021

How does the stock market collectively respond to quality losses versus quality gains?

Performance Measuring 69

Performance Measuring Marketing Economics Finance 69

CFA Institute

JUNE 27, 2021

The old adage that allocation determines 90% of performance is rapidly becoming outdated.

Performance Measuring 52

Performance Measuring Risk Management Economics Investments 52

CFA Institute

AUGUST 16, 2020

What if our traditional models of choice are not measuring people’s true objectives?

Performance Measuring 52

Performance Measuring Risk Management Economics Finance 52

CFA Institute

FEBRUARY 16, 2021

Can goals-based portfolio theory bridge normative and descriptive investment theories?

Investments 52

Investments Performance Measuring Economics Marketing 52