Future CFO

JULY 13, 2020

The on-going COVID-19 pandemic has irrevocably disrupted the global economy at an unprecedented scale – forcing manufacturing facilities to shut down, grounding thousands of land, air and sea transportation, and compelling companies to adapt work-from-home arrangement when authorities put quarantine measures in place. Sumesh Balakrishnan.

Planning 52

Planning Finance Manufacturing Advertising 52

CFO News Room

DECEMBER 10, 2022

The door was now open to federal “investments” in roads, canals, railroads, and other internal improvements. LAW was led by a Civil War officer named Albert Augustus Pope, who happened to have gotten in on the fad for cycling in a big way—he manufactured bicycles. Cycling would be much more enjoyable if our rutted roads were improved.

Construction 130

Construction Profit and Loss Economics Treasury 130

Planful

APRIL 16, 2021

Investing in business growth now can help you inform future decisions. Some growth investments aren’t necessarily competitive drivers. Mergers and acquisitions (M&A) can increase market share, but they require big upfront investments. dollars —that’s almost two trillion more than the previous year.

Prioritization 40

Prioritization Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Profit and Loss 40

VCFO

MARCH 17, 2023

How Attention to Inventory Can Make or Break Manufacturers A major factor in determining the success of a manufacturer is how well it manages its inventory. When manufacturers have too little inventory, they can’t fully meet customer demands and lose out on revenue as a result. A benchmark exercise can also provide insight here.

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73

Planful

JANUARY 11, 2022

Consistent with their 2018 forecast, McKinsey’s late 2020 study found that organizations that invested more in digital than their competitors were twice as likely to report outsize revenue growth. Now is the time for CFOs at organizations of all sizes to lean on AI to plan, budget, and forecast with greater accuracy, speed, and confidence.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

Barry Ritholtz

DECEMBER 5, 2023

What was the original career plan? Michael Fisch : 00:01:39 [Speaker Changed] The original career plan was to be employed and provide a safety net for my mother and my two sisters. And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

PYMNTS

NOVEMBER 15, 2019

Whether Amazon is planning a chain, what type of items or pricing it will feature or what the store will be called all remain up in the air. Chinese smart speaker manufacturer Baidu was third, with 13.1 Loss of the Week: Nike Says So Long to Amazon . And Amazon is the sales leader in the global market, capturing 36.6

eCommerce 46

eCommerce Profit and Loss Sales Retail 46

Musings on Markets

DECEMBER 10, 2023

We will end with a discussion of how enterprises try, with mixed effects, to build protections against the loss of key personnel. We will then follow up with a framework for thinking about how key people can affect the value of a business, with practical suggestions on valuing and pricing key people. Who is a key person?

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

Musings on Markets

OCTOBER 6, 2023

The Value of Intangible Assets Accounting has historically done a poor job dealing with intangible assets, and as the economy has transitioned away from a manufacturing-dominated twentieth century to the technology and services focused economy of the twenty first century, that failure has become more apparent.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

CFO News Room

NOVEMBER 5, 2022

Having valued and invested in Facebook multiple times in the last decade, I will throw my two cents in, but rather than make the earnings report the center of attention, I will use the company’s recent travails to talk about three issues that I think are big issues not only at Facebook, but for the entire market.

Marketing 130

Marketing Advertising Profit and Loss Investments 130

CFO Talks

DECEMBER 26, 2021

So that’s climate change reporting, where it seems that the world’s investors would stop investing in your company, if you do not issue a progress report on how to get your company to net zero. As they move from manufacturing to retail, to the service industry, they get this experience that they need to be at the pinnacle.

CFO 40

CFO Profit and Loss Finance Accounting 40

Musings on Markets

JULY 22, 2021

The primary attraction of the company, to investors, comes not from its current standing (modest revenues and big losses), but from its positioning to take advantage of the potential growth in the Indian food delivery market.

Marketing 86

Marketing Valuation Profit and Loss Advertising 86

Musings on Markets

NOVEMBER 4, 2022

Having valued and invested in Facebook multiple times in the last decade, I will throw my two cents in, but rather than make the earnings report the center of attention, I will use the company's recent travails to talk about three issues that I think are big issues not only at Facebook, but for the entire market.

Advertising 98

Advertising Profit and Loss Investments Marketing 98

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. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

PYMNTS

MARCH 2, 2020

Uber Eats, facing losses and stiffening competition from both Grubhub and DoorDash, is changing its leadership and reorienting its efforts around profitability. Powering that plan, Walmart had two big announcements last week. Speaking of need to hit a higher level … Uber Eats Roster Change.

Marketing 56

Marketing Profit and Loss Leadership eCommerce 56

Barry Ritholtz

JULY 18, 2023

They run about $10 billion across all sorts of really fascinating investing lines. Not only do they do distressed investing and deep value investing, but they have an insurance business, they have a sports practice. They really look anywhere and everywhere. I thought this was a fascinating conversation and I think you will also.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

Barry Ritholtz

JULY 24, 2023

And so when I asked myself the question, am I qualified to provide investment advice? And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller.

Construction 52

Construction Marketing Valuation Investments 52

PYMNTS

OCTOBER 16, 2017

A launch date was planned. Out the investor went, proudly showing the world the newest innovation in clothing design and manufacturing all his own. It’s a storyline with some very strong parallels to the cryptocurrency stories being told and the investments that they now garner. Crowds had assembled for the launch.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Was impeccable, right?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

PYMNTS

MARCH 7, 2016

Yes, the sobering reality of having to really make money has become an unwelcome wake-up call for those who masked the real value of their business with the never-ending piles of VC cash that just kept underwriting losses and kicked the revenue can way down the road. ARE WE SOLVING THE RIGHT PROBLEMS FOR THE RIGHT PEOPLE?

Banking 46

Banking Profit and Loss Retail Manufacturing 46

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. And so the key components of any investment are like thesis, expression, and timing, right? Ends up turning about $27 million of swap premiums into 2 billion plus in profit.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

JANUARY 31, 2023

So a lot of the investment banking analysts had already lined up their gig. So one of the things, I think, that Rosie did really well is just kind of take the economics calls and make them useful for an equity market investing. Well, it should be good for manufacturing. But it was kind of late. RITHOLTZ: Really? DUTTA: Yes.

Economics 57

Economics Marketing Manufacturing Profit and Loss 57

CFO News Room

DECEMBER 20, 2022

If you are planning to travel on Xmas, do consider your plans carefully. The bank’s illegal conduct led to billions of dollars in financial harm to its customers and, for thousands of customers, the loss of their vehicles and homes. In addition, positivity has begun to increase again (Walgreens), and BQ.1* 1* has taken over.

Profit and Loss 130

Profit and Loss Numbers Accounting Planning 130

Barry Ritholtz

OCTOBER 24, 2023

You, 00:15:38 [Speaker Changed] You write in the book that they tried to manufacture this themselves, they have zero manufacturing expertise. Because they can sell them without any awareness of a couple of factors, which are the times in the past where companies have rushed to manufacture tests only to have demand, not materialize.

Manufacturing 57

Manufacturing Healthcare Leadership Profit and Loss 57

CFO News Room

FEBRUARY 2, 2023

“ormer South Carolina Governor Nikki Haley will kick off her campaign for the 2024 Republican presidential nomination this month, squaring off against her one-time boss, Donald Trump, two sources familiar with her plans said on Wednesday. Stay safe out there! * * * • “China Covid: Coffins sell out as rural losses mount” [ BBC ].

Advertising 130

Advertising Healthcare Profit and Loss Education 130