VCFO

MAY 17, 2024

Evaluation of 154 core data points across six dimensions and in-depth dialogue between you and a CFO steeped in all aspects of business optimization and strategic planning provides a holistic, insightful, and unbiased exploration of your company’s DNA. You don’t want to be good enough – you want to be your best.

Benchmarking 81

Benchmarking Leadership Strategic Planning Valuation 81

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

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

The Finance Weekly

MAY 5, 2024

When it comes to sales planning, it's all about creating a flexible strategy that your sales team can rely on to hit those sales goals within a set time frame. This plan covers everything from activities and target markets to budget, resources, and market positioning. What is Revenue Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

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

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

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

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 84

Benchmarking Strategic Planning Planning Investments 84

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

Focus CFO

DECEMBER 6, 2021

Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. Businesses that set goals and try to hit them without an overarching strategic plan can end up wasting resources, pulling their teams in too many directions, and thwarting their own expansion efforts.

Financial Planning and Analysis (FP&A) 92

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

VCFO

JANUARY 23, 2024

In much the same way as, diversifying investments is a prudent strategy to mitigate personal risk, strategizing the sale of your business well in advance is an integral step toward securing your financial future. Implement strategic initiatives to improve profitability, streamline operations, and fortify your market position.

Planning 84

Planning Concentration Strategic Planning CFO 84

Spreadym

SEPTEMBER 12, 2023

Create a Revenue Forecast: Estimate your expected income sources, including salaries, sales revenue, investment income, grants, or any other sources of revenue. Be as realistic as possible and base your estimates on historical data or market research. The accuracy of your budget relies on the quality of the information you gather.

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

The Finance Weekly

MARCH 25, 2024

In a nutshell, companies are starting to view CFOs as smart investments rather than just expenses. Safra Ada Catz Safra Ada Catz, the business leader overseeing ,, Oracle Corporation , a major tech company, handles key aspects like sales, marketing, finance, and legal matters. Highest Paid CFOs in the World in 2024 1. as its CFO.

CFO 97

CFO Finance Forecasting GAAP 97

Boston Startup CFO

APRIL 12, 2024

By creating sophisticated financial models tailored to your specific needs, we will help you make informed decisions, evaluate investment opportunities, and assess various scenarios, empowering you to achieve sustainable growth and maximize profitability.

Planning 40

Planning Cash Flow Forecasting Forecasting Benchmarking 40

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

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. BACK TO SPECIAL EDITION NEWSLETTER.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

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

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

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. Most financial managers have previous experience working in market analysis and forecasting positions similar to this one. Who doesn’t want to make a fortune by correctly predicting the stock market?

Finance 130

Finance Budgeting Compliance Financial Analyst 130

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

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JUNE 8, 2023

A plan typically covers a longer time horizon, such as three to five years, and encompasses various aspects of the business, including sales, marketing, operations, and human resources. Budgeting A budget is a financial plan that quantifies the expected income and expenses for a specific period, usually one year.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

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

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

Centage

OCTOBER 23, 2023

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. At the same time, they will want to know that you’ve considered what it will take, financially, to accomplish those plans.

Budgeting 52

Budgeting Strategic Planning Forecasting Planning 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. This forecast may be based on historical data, market trends, sales projections, and other relevant factors.

Budgeting 52

Budgeting Forecasting Prioritization Strategic 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

E78 Partners

AUGUST 15, 2023

Their external perspective and bias to drive action allows them to identify inefficiencies, optimize processes, and develop strategic plans that may not be apparent to internal teams. They utilize advanced financial modeling techniques to predict outcomes and assess the viability of various business strategies.

Financial Planning and Analysis (FP&A) 52

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

CFO Share

JANUARY 12, 2024

A financial forecast is a comprehensive projection of a company’s future financial health based on historical data, current market trends, and expected future events. It’s an essential tool for strategic planning, resource allocation, and investment decisions.

Forecasting 52

Forecasting CFO Strategic Planning Planning 52

Bramasol

JUNE 30, 2023

Artificial Intelligence Revolution Extends into B2B Although artificial intelligence applications such as machine learning (ML) and robotic process automation (RPA) already have been in wide usage for B2B (business-to-business) markets, the revolution spurred by new generative AI has added fuel to the enterprise adoption of artificial intelligence.

SAP 75

SAP B2B Leverage Analyzing Data 75

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 mutual respect fosters a productive environment where strategic decisions are made collaboratively, integrating financial acumen with operational and market insights.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

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. Cost-Benefit Analysis—(CBA) analysis.

Cost Analysis 52

Cost Analysis Advertising CFO Forecasting 52

Beacon CFO Plus

MAY 9, 2022

He or she will keep a pulse on market trends and emerging technologies and help your team determine the cost of using those technologies—or the cost of not choosing to adopt them. Here’s more of what a forward-thinking CFO can bring to your business: Help with short-term and long-term planning. Invest in the Future of Your Business.

CFO 52

CFO Strategic Planning Leadership Forecasting 52

Spreadym

JULY 26, 2023

Factors may include changes in market conditions, pricing, production costs, sales volume, or unexpected events. Financial variance analysis is a valuable tool for financial management, budgeting, and strategic planning. It helps assess the effectiveness of pricing strategies and market conditions.

Budgeting 52

Budgeting Benchmarking Forecasting Strategic Planning 52

The Finance Weekly

NOVEMBER 27, 2023

They are widely used in , strategic planning and reporting to guide investment decisions. This profit can be utilized for activities such as marketing campaigns, dividend payouts, and non-fixed costs. Simply put, it shows how much profit you make for every pound invested in your business.

Budgeting 52

Budgeting General Ledger Concentration Benchmarking 52

Spreadym

SEPTEMBER 27, 2023

It involves a set of processes, methodologies, metrics, and systems designed to help businesses effectively plan, monitor, and manage their performance to achieve their strategic goals and objectives. Budgeting and Forecasting: CPM involves the creation of budgets and financial forecasts that align with the strategic plan.

SAP 59

SAP Budgeting Forecasting Auditing 59