Future CFO

JUNE 19, 2025

A delegate from the healthcare sector commented that: "From a finance perspective, we need to talk about data reliability. All three parts need to be working in unison to fully realise the benefits of any AI investment." How do we merge data from across platforms? There will be some challenges."

Financial Planning and Analysis (FP&A)

E78 Partners

MARCH 21, 2025

Understanding what PortCo in private equity is, how private equity firms manage these investments, and their role in the broader investment lifecycle is essential for anyone navigating the private equity landscape. What Is a PortCo?

Mergers and Acquisitions (M&A)

The Big Picture

JULY 1, 2025

The transcript from this week’s, MiB: Velina Peneva, Swiss Re Chief Investment Officer , is below. Eva is group Chief Investment Officer for insurance, giant Swiss Ray. Really a fascinating conversation with someone who is uniquely situated in the investment world. It was the best from the investment banking teams.

Investments

The Big Picture

JUNE 10, 2025

00:02:12 [Speaker Changed] Yeah, no, you, you know, I think I had read a Warren Buffett book early on, so I loved investing, I liked watching stocks and, you know, I’d read the Wall Street Journal that was always around in the home, and so I was able to, to, to really look into that. What you put inside of it is the investment engine.

Investments

Future CFO

NOVEMBER 27, 2024

Manual work is being challenged and companies need to invest in Automation and Digital experience for people to stay engaged," says Pervez. Companies should invest in the continuous professional development by taking a more holistic approach to upskilling to stay ahead and be equipped for the future."

Accounting

Bramasol

JANUARY 15, 2025

Although these topics have been on our radar in past years, the outlook for 2025 holds a common thread as the accumulated innovation and investment in each of these areas morphs into tangible acceleration, scalability and productivity payoffs going forward. We firmly believe that knowledge and skills are important.

SAP

CFO Thought Leader

NOVEMBER 7, 2024

Morris shares insights into Guardian’s journey from a single pharmacy to 50 nationwide, discussing the strategic milestones of investing in talent, data infrastructure, and a robust financial planning process. His experiences underline the power of team empowerment and preparation for continued growth in a competitive healthcare market.

CFO

CFO Thought Leader

MAY 11, 2025

That simple embed workflow, she tells us, explains why eight of the ten largest healthcare companies and a widening roster of retailers, insurers and media giants now trust Vimeo to keep their footage private. Munsons goal, stated plainly, is to build the most trusted private video platform in the world.

CFO

Global Finance

APRIL 5, 2025

Last year, investment banks correctly predicted a boom in stock issuance. For investment bankers, 2025 will likely offer a different scenario. Morgans historical leadership and global positioning enabled it to lead the field, with 11% of total revenues and 9.4% This year, a trade war threatens to end the rally. billion in 2023.

Investments

Barry Ritholtz

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. Because you were not just in the investing side, correct. As baby analysts.

Mergers and Acquisitions (M&A)

Global Finance

FEBRUARY 4, 2025

Two-thirds of workers report burnout during transformation drives and workplace stress accounts for 8% of national healthcare spending in the US. Top leadership was interested, but middle managers and the people who do the work were less capable of carrying it out, she recalls. C3 are rock stars, Brown adds.

Corporate Finance

Barry Ritholtz

MAY 13, 2025

I had a friend that worked there, so I was a couple of years out of school in investor relations at Sunoco, and then I had a friend who said, you know, if you wanna get more into finance and investments, we have an opening at Vanguard. Tell us a little bit about your progression over 27 years through the leadership ranks at Vanguard.

Investments

Barry Ritholtz

MARCH 4, 2025

Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need. Previously she was co-head of the bank’s Innovation Economy Group.

Banking

CFO Dive

JULY 31, 2025

The Fed got validation this morning with PCE coming in a little higher than expected,” Scott Helfstein, head of investment strategy at Global X, said in a client note. Healthcare, housing and utilities continue to be key sources in driving inflation,” he said. TechTarget, Inc.s registered office is 275 Grove St. Newton, MA 02466.

Benchmarking

CFA Institute

JUNE 30, 2025

This post explores the growing wave of financial distress among US healthcare providers and reveals how financial governance failures can quickly erode investor value.

Healthcare

CFA Institute

NOVEMBER 25, 2024

Women are reshaping the world of alternative investments, driven by growing wealth, increased financial fluency, and expanding access to new platforms. From healthcare innovations to blockchain-powered opportunities, women are not only investing more but also redefining what success looks like in alts. This post […]

Healthcare

CFO Thought Leader

JUNE 9, 2025

As Cardinal Health nears its second anniversary since the company’s first investor day under CFO Aaron Alt’s leadership, steady progress has been made in its ambitious transformation. Read More We were going to be investing in the specialty part of our business, the additional therapy areas that Cardinal had a presence in.

CFO

The Big Picture

AUGUST 11, 2025

Very similar to the Angel investing later. 00:23:47 [Speaker Changed] It, it’s amazing that everything you’re saying is so applicable to public markets investing. How did you then pivot to angel investing and or advising? I was always interested in investing. And we’ll see what sticks and they miss this.

Startups

Global Finance

OCTOBER 30, 2024

The QIA (Qatar Investment Authority) is the wealth manager of the State of Qatar. QIA invests across nine sectors: retail and consumer; technology, media and telecoms (TMT); liquid securities; infrastructure; financials; funds; healthcare; industrials; and real estate. billion ($2.63 billion ($2.63

Investments

PYMNTS

DECEMBER 12, 2019

The investment by Goldman Sachs is in addition to the $61 million invested by Insight Partners over the three prior funding rounds. LeanTaaS uses the cloud-based iQueue platform, which taps optimization algorithms to match the demand for expensive healthcare resources like operating rooms, ambulatory clinics and more. .

Healthcare

CFO News Room

JANUARY 27, 2023

Personal care services, healthcare, housing and utilities led spending on services. Residential investment declined sharply, down 26.7 Business investment dropped 3.7 Real US GDP 4th qtr (2018 – present) (Source: Bloomberg Finance, LP ) Personal consumption growth slowed to 2.1 percent from 2.3 percent in the quarter.

Economics

Future CFO

JANUARY 8, 2025

A collaborative risk culture is revealed to be vital in navigating the complexities surrounding the healthcare sector, and accountancy professionals has a role in facilitating this. The post The role of accountancy in risk cultures in healthcare appeared first on FutureCFO.

Healthcare

The Finance Weekly

JULY 14, 2024

These documents serve as valuable resources, enabling the leadership team to evaluate the plan's success. Sometimes, the leadership team sticks to broader categories and lets department heads submit budget requests later, once they figure out what their team needs to make the plan work.

Planning

Future CFO

NOVEMBER 29, 2021

The new Asia Pacific Chapter of the Accounting for Sustainability (A4S) Chief Financial Officers Leadership Network has been announced at the A4S Annual Summit opened via video message by His Royal Highness The Prince of Wales. .

Leadership

CFO Leadership

APRIL 10, 2023

For companies asking employees to travel, a duty of care applies to practices, policies, business decisions, and even the healthcare that employers extend to employees in their working environment and outside the office. Achieving that goal means investing time and money, mostly around planning and implementing best practices.

Risk Management

CFO Thought Leader

NOVEMBER 4, 2024

We knew from the start that success in healthcare is a long game,” he says, underscoring the team’s deliberate approach. As the company grows in the public eye, their focus remains on delivering results through quality service and operational insight, underscoring the patient leadership that has driven Guardian’s success.

Leverage

Barry Ritholtz

FEBRUARY 21, 2023

A second guess would have been a healthcare company. BUCKLEY: I think it’s one huge lesson for us, and it’s brought out in our leadership team. We have lowered the cost of investing, and we have improved the quality of those funds. I mean, really, no one knows who Vanguard is. RITHOLTZ: Which it was. BUCKLEY: Yeah.

Leadership

CFO Thought Leader

SEPTEMBER 26, 2023

campus, intent on pursuing a career that would someday grant her the agency to develop a product or therapy capable of solving a healthcare problem. Leadership doesn’t have to have all the answers,” she adds. Roughly 20 years ago, Neha Krishnamohan arrived as a college freshman on Duke University’s Durham, N.C.,

CFO

Future CFO

JUNE 13, 2022

This article is part of FutureCFO's Female Leadership in Finance Series. The hospital has adopted a culture of innovation as it strives for world-class clinical leadership. In public healthcare, the challenges are many. Professionally trained healthcare workers form the backbone for any healthcare system.

Healthcare

CFO Leadership

JUNE 14, 2021

Sage Intacct was a platinum partner of the CFO Leadership Council’s recent 11th annual conference, A New Hope. . The accounting team at Whole Family Health Center, a nonprofit healthcare provider, was constantly scrambling to keep up as the organization grew steadily since its founding in 2013. About The CFO Leadership Council.

Leadership

CFO Thought Leader

JANUARY 7, 2024

Meanwhile, Mock leaves little doubt that the finance function is included in the firm’s appetite for innovation when he details how Moderna’s innovative use of mRNA technology has been a key factor in de-risking its R&D investments. All of these are the fruit of the R&D and investment that we put into the company.

CFO

PYMNTS

JULY 22, 2019

The business will target early stage startups through mature growth companies, with a focus on the technology, healthcare, and life sciences industries. Having the ability to tap into the broader Stifel network of capabilities and institutional services, like investment banking and fund placement, is critical and a true differentiator.

Startups

VCFO

APRIL 27, 2023

Buckley is a highly accomplished CFO, overseeing finance, operations, IT, and HR in areas such as domestic and international manufacturing and distribution, SaaS, retail, healthcare, nonprofit, and service companies worth from $2M to $25B. Richard started in the mail room at Exxon, taking night classes to earn his degree in accounting.

CFO

CFO Thought Leader

MARCH 18, 2024

Inside The Mentoring Round, CFO Aaron Alt highlights Cardinal Health’s ongoing comprehensive review of its business portfolio, involving an assessment of healthcare trends, competitive strengths, and economic forecasts to determine the best ownership of assets.

CFO

PYMNTS

JULY 16, 2020

This included the issuing of topical studies, thought leadership pieces and webinars. We will also continue to heavily invest in our most important asset — our staff — through 100 percent employer-paid healthcare packages and benefits for employees and their families.

Leadership

ProCFO Partners

OCTOBER 28, 2021

This cause and effect is well understood, so it makes sense that companies invest in making sales successful. Managers, executives and senior leadership often worked their way up from proving themselves as capable sales people. Reimagine Healthcare Benefits. Moreover, many decision makers come from the ranks of sales.

CFO

PYMNTS

SEPTEMBER 10, 2018

Today’s coverage includes news about healthcare payments and a large money laundering probe. state regulators eye tech regulation, Alibaba readies for a leadership change and convenience stores rethink loyalty. Why Thorntons Is Investing i n t he Loyal C-Store Customer. Alibaba’s Zhang t o Become Executive Chairman.

Healthcare