CFO Thought Leader

JANUARY 27, 2024

This episode of Planning Aces sheds light on the critical role financial leadership and strategic planning plays in guiding companies through turbulent times and the importance of balancing short-term opportunities with long-term strategic planning. Konold managed this surge and the subsequent market normalization.

Strategic Planning 52

Strategic Planning Leadership CFO Planning 52

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? Why Financial Planning and Analysis (FP&A) is important?

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

NOVEMBER 16, 2023

The impact of artificial intelligence (AI) on private equity firms and middle-market companies is multifaceted and gaining momentum. Meanwhile, Deloitte Private’s 2023 Mid-market technology trends report reveals that AI has become the top tech investment priority for mid-market companies. Learn more below.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

Planful

OCTOBER 4, 2021

Peter Mahoney, Founder and CEO of Plannuh, joined me on the Being Planful podcast to dive into the often fraught relationship between Marketing and Finance. Peter’s background is actually in marketing, where he began his career as a marketing rep for IBM. Marketing organizes things in broad themes and campaigns.

Finance 40

Finance Planning Marketing Strategic Planning 40

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

The Charity CFO

MARCH 20, 2023

Growth: likely a key point in any strategic plan and something that is the top of mind for many leaders. However, many nonprofits are missing out on a key component of modern growth: marketing. In the nonprofit realm, marketing tends to come as an afterthought, and as something that limited resources shouldn’t be devoted to.

Nonprofit 52

Nonprofit Marketing Budgeting Strategic Planning 52

Barry Ritholtz

AUGUST 26, 2023

This week, we speak with Vanguard’s chief investment officer Greg Davis. He has more than 25 years of investment management experience. Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans.

Treasury 98

Treasury Forecasting Strategic Planning Investments 98

CFO Simplified

FEBRUARY 11, 2022

Larry Chester, CEO of CFO Simplified, was featured on NADC BoardTalk to discuss business planning for small to medium-sized businesses in 2022. Middle-market and small businesses have found their costs rising and production limited by shortages of raw materials and supplies. Being Strategic Versus Tactical.

Planning 98

Planning CFO Economics Restructuring 98

Nerd's Eye View

SEPTEMBER 2, 2022

From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. Why market capitalization might not be the most accurate way to value the cryptocurrency market.

Benchmarking 74

Benchmarking Strategic Planning Planning Investments 74

Jedox Finance

OCTOBER 26, 2022

Today’s turbulent times require organizations to plan for inflation. It is just one of the many factors that have a high impact on the course of business but are very hard to plan for. A method that can prepare organizations for any possible future is scenario planning. What is scenario planning? Table of Contents.

Planning 52

Planning Strategic Planning Numbers Technology 52

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. By Michael Stier.

Financial Planning and Analysis (FP&A) 92

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

Spreadym

SEPTEMBER 12, 2023

Budget preparation is the process of creating a detailed financial plan that outlines an organization's expected income and expenses for a specific period, typically for a fiscal year. Be as realistic as possible and base your estimates on historical data or market research.

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

Future CFO

JANUARY 7, 2024

As the market shifts here and there, the role of the chief financial officer continue to evolve, juggling priorities and strategies to keep up with the changes. CFOs must reimagine roles, reskill staff, and invest in both technical and non-technical capabilities to drive successful finance transformations.

CFO 52

CFO Risk Management Leverage 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 market isn’t static. Financial Planning: Develop a robust financial plan. That plan will include not just looking at the future, but also planning for the present.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

The Finance Weekly

MARCH 25, 2024

In a nutshell, companies are starting to view CFOs as smart investments rather than just expenses. His main job is to handle all money matters at SoFi, like planning, accounting, and dealing with investors. The CFO teams up with other bigwigs to get the lowdown on the ,, company's cash flow and make solid plans. as its CFO.

CFO 97

CFO Finance Forecasting GAAP 97

Future CFO

FEBRUARY 27, 2023

Kang will be responsible for leading the strategic planning, implementation, and managing of all the firm's financial activities alongside Executive Chairman and Co-Founder, Dr Bo Bai. Singapore-based digital asset platform MetaComp announced the appointment of John Kang as CFO.

CFO 52

CFO Strategic Planning Leadership Investments 52

CFO Leadership

DECEMBER 12, 2022

Forward-looking companies are taking an integrated approach to help support employees’ broader needs, including financial wellness, saving and investing. Even well-capitalized companies are vulnerable to market changes; however, companies can strengthen their working capital to mitigate risk.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Hedge fund managers do just that.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

Centage

OCTOBER 23, 2023

Or that accounting has planned $5,000 for a new printer? What are the plans for the organization? This may seem like more of a strategic planning question than a budgeting process one, but the two are intertwined. Plans go awry. Don’t force the board to make the connection themselves. Can you pay the bills?

Budgeting 52

Budgeting Strategic Planning Forecasting Planning 52

CFO Leadership

DECEMBER 12, 2022

CFOs make pivotal contributions to remodeling the organizations’ talent and technology investments, designing and implementing supply chain transformation, guiding ESG strategy and reporting, fortifying cybersecurity, and helping the enterprise contend with soaring inflation and rising interest rates.

Finance 98

Finance Leadership Strategic Planning CFO 98

VCFO

NOVEMBER 17, 2021

With more than 25 years of financial and management experience, he will now be mentoring and empowering our team of finance and HR consultants, spearheading our quality program, and driving strategic growth in the area. ABOUT vcfo. At vcfo, our mission is always to make your company stronger.

Valuation 52

Valuation Strategic Planning CFO Finance 52

Future CFO

SEPTEMBER 17, 2023

Zero-sum growth: Given cooling demand conditions in advanced economies, CFOs and their executive teams will have to deaverage their segmentation of markets, customers and value chains to identify new growth opportunities and customers that are underserved by industry titans.

Economics 52

Economics Strategic Planning Finance Cost Management 52

Spreadym

AUGUST 2, 2023

The basics of the corporate budgeting Corporate budgeting is the process by which a company or organization plans and allocates its financial resources to achieve its strategic objectives. These goals may include revenue targets, cost reduction objectives, expansion plans, and profitability targets.

Budgeting 52

Budgeting Forecasting Prioritization Strategic Planning 52

PYMNTS

MAY 31, 2019

As part of its strategic plan, investment firm Goldman Sachs aims to win the business of more mid-sized companies. It also plans to spend $4 billion technology this year per John Waldron, the bank’s president, who made the remarks at a Bernstein conference in New York, the Financial Times reported.

Strategic Planning 72

Strategic Planning Cash Management Planning Investments 72

E78 Partners

AUGUST 15, 2023

In the dynamic landscape of modern business, Financial Planning and Analysis (FP&A) has evolved from a conventional accounting function to a strategic partner that steers organizations towards growth, profitability, and free cash flow.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Financial Modeling Forecasting 52

Barry Ritholtz

SEPTEMBER 1, 2023

Wall Street Journal ) • Little evidence that a spot bitcoin ETF would expand the market : BlackRock’s application and Grayscale’s court victory stirred the crypto world, but such investment vehicles look very vanilla. ( A default cycle has started, and markets are not paying attention.

Strategic Planning 52

Strategic Planning Investments Planning Marketing 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. This efficiency frees the CFO and the finance team to focus on strategic initiatives.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

APRIL 25, 2017

Marketplace solutions work to enable online retail brands to expand their reach without needing to invest in manufacturing, warehousing and logistics. To move into a greater number of markets, international online home goods retailer vidaXL recently selected global marketplace solutions provider Mirakl to support its growth plans.

Leverage 40

Leverage Retail Planning B2C 40

CFO Share

JANUARY 12, 2024

Financial forecasting is an essential practice, but navigating the waters of financial planning can be daunting, especially when you’re considering bringing a fractional CFO on board for the first time. It’s an essential tool for strategic planning, resource allocation, and investment decisions.

Forecasting 52

Forecasting CFO Strategic Planning Planning 52

VCFO

OCTOBER 19, 2023

Marketable securities and prepaid expenses are part of the picture too. Assessing these balance sheet elements is key to determining capacity for growth or whether a gap in your ability to fund current and planned operations is present. Additionally, new and innovative forms of equity investment are also gaining traction.

CFO 91

CFO Finance Planning Securities 91

Barry Ritholtz

SEPTEMBER 6, 2023

My mid-week morning train WFH reads: • How BYD snatched Tesla’s crown : BYD dominates the Chinese EV market. You don’t have to think like a tax accountant, actuary and investment adviser to get it right. Mason explore how predictive technology is reshaping everything from markets to medicine. Now it’s coming for the world.

Strategic Planning 52

Strategic Planning Investments Accounting Planning 52

PYMNTS

SEPTEMBER 4, 2020

Though it didn't reveal how much it raised, Zero Hash, based in Chicago, announced the close of its Series C investment round led by holding company tastytrade. As organizations accelerate their sales digitization efforts, B2B eCommerce has jumped to the top of strategic planning initiatives. Cloudentity.

B2B 60

B2B Startups Strategic Planning Communication 60

PYMNTS

FEBRUARY 26, 2020

Brink’s, which is based in Richmond, Virginia, said the transaction adds 14 new markets to its realm: the Netherlands, Malaysia , Romania, Belgium, Ireland, Kuwait, the Czech Republic, the Philippines, the Dominican Republic, Cyprus, Indonesia, Lithuania, Estonia and Latvia. and several smaller markets.

Cash Management 70

Cash Management Strategic Planning Investments Securities 70

CFO Share

MAY 26, 2022

Are you curious if you should make the investment into a new storefront or location? Both support strategic planning and decision-making for the next steps of your business. Pricing is the most important marketing decision you will make in your business. What is Price Analysis. Lifecycle Cost Analysis. Efficiency.

Cost Analysis 52

Cost Analysis Advertising CFO Forecasting 52

CFO Talks

MARCH 20, 2024

It’s about making plans for the company’s financial future and finding ways to make the business better. Key Differences in Everyday Tasks: Reporting: The Controller prepares financial reports; the CFO reviews these reports and uses them to make decisions or plan strategies. The CFO, however, looks at the bigger picture.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

Future CFO

NOVEMBER 15, 2023

Collaboration and Communication CFOs should invest in collaboration platforms that allow multiple stakeholders to work on spreadsheets simultaneously while maintaining data security and version control. Strategic Thinking CFOs should encourage their teams to use spreadsheets strategically.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52