Future CFO

DECEMBER 8, 2021

The numbers don’t lie -- or so the saying goes – but they rarely tell the whole story either, just like how the Chief Financial Officer (CFO) encompasses more than just finance and accounting. It used to be pretty much all about the numbers – but the narrative has changed. If you fail to plan, you plan to fail.

Numbers 52

Numbers CFO Management Consulting Treasury 52

Nerd's Eye View

MARCH 20, 2023

In part, this is due to the many commission-based advisors whose compensation depends on the sale of insurance or investment products, where the price that a client pays is baked into the price of the product or is included in (often opaque) fees associated with buying, selling, and/or holding the investment.

Communication 91

Communication Planning Investments Sales 91

CFO News Room

NOVEMBER 4, 2022

They’ve identified three areas where organizations need to focus and invest to keep DEI momentum going: connecting a good strategy to the right accountability; collecting and analyzing the right data; and truly empowering DEI leaders. Empowering the DEI leader requires a real investment of time, money, and access.

Investments 100

Investments Leadership Accounting Analyzing Data 100

PYMNTS

OCTOBER 14, 2020

MercadoLibre , which operates platforms for buying and selling goods across Central and South America, is eyeing an investment in Brazil next year that would be even bigger than its $716 million investment this year, Bloomberg reported. million on a peak day last year. “We

Investments 104

Investments Banking Sales Numbers 104

PYMNTS

JANUARY 8, 2019

Coverage includes Singtel ’s Dash’s plans to introduce a remittance service to allow users to send money from Singapore to Myanmar. With a signed agreement under the Shaping Inclusive Finance Transformations (SHIFT), Singtel’s Dash plans to bring secure and fast money transfers from Singapore to Myanmar by this coming March.

Investments 51

Investments Planning Construction Forecasting 51

Nerd's Eye View

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Planning 74

Planning Communication Education Leverage 74

PYMNTS

OCTOBER 15, 2020

Such numbers have impressed PayPal and other investors, who joined a $40 million Series B funding round that Extend announced on Thursday (Oct. Keep your game going with a golf simulator from Shop Indoor Golf, and be sure to add @HelloExtend product protection to protect your investment. Extend (@HelloExtend) October 5, 2020.

Investments 133

Investments Manufacturing Data Analysis Startups 133

CFO Thought Leader

APRIL 10, 2023

CFO GUEST: Paolo Poma of Lamborghini CFO Paolo Poma: [00:00] 80% of the time as to be dedicated to internal reporting Action Plan steering the company adjust 20% to external reporting. But I’m convinced that will be also an investment for for the future. Read More Let’s move to ESG that are more non financial KPIs.

CFO 52

CFO Investments Leadership B2B 52

Nerd's Eye View

MAY 17, 2024

Also in industry news this week: The SEC this week announced a proposed rule that would require RIAs to collect and verify their clients' personal information in an effort to prevent illicit activity, though many firms likely are taking many of these steps already Why larger RIAs and those that have been acquired tend to have worse client and staff (..)

Planning 62

Planning Investments Numbers 62

Nerd's Eye View

SEPTEMBER 21, 2022

Some disagree on technical details like the plausibility (or purported lack thereof) of his assumptions for future investment returns, while others criticize broader elements of his approach (like his reliance on rules of thumb and a one-size-fits-all approach to building wealth).

Planning 93

Planning Education Communication Finance 93

Future CFO

FEBRUARY 15, 2023

CFOs plan budget changes and sales functions are likely to get more resources in 2023, said Gartner recently. According to a Gartner survey of nearly 300 CFOs in November 2022, 73% of CFOs indicated that they planned increases for the sales function while nearly half of them said the increase would e 10% or more. said Bant.

Budgeting 52

Budgeting Sales Planning Investments 52

PYMNTS

OCTOBER 22, 2020

Its most recent funding was a $200 million investment from STIC Investments, a private equity firm in South Korea, Maa said. The startup is planning to offer loans and other wealth management tools. Like many multi-billion dollar tech startups, Grab is not yet turning a profit.

Numbers 57

Numbers Startups Investments Economics 57

Centage

DECEMBER 7, 2022

The Planning Maestro App for QuickBooks Online Advanced provides a two-way sync of financial data between QuickBooks Online Advanced and Planning Maestro, resulting in improved efficiency, fewer manual processes, and greater confidence in data quality and integrity. Key Priorities & Requirements for Finance in 2023.

Budgeting 98

Budgeting Planning Forecasting GAAP 98

Future CFO

JUNE 2, 2022

Aiming to move closer to a data-centric enterprise, business leaders steps up technology investment drive, said EY recently when releasing results of a global survey. Business leaders report significant data and technology barriers to executing their transformation plans. Survey highlights. Survey highlights.

Technology 52

Technology Investments Planning Securities 52

Jedox Finance

MARCH 7, 2023

Tapping into the Jedox platform and its endless integration capabilities, Jedox created a ChatGPT integration model to show how finance, sales, HR, marketing, supply chain, and environmental, social, and governance (ESG) teams can experiment with generative AI in their integrated business planning (IBP) processes. What is ChatGPT?

Planning 52

Planning Concentration Forecasting Finance 52

A Fractional CFO

JUNE 28, 2021

Key steps in drawing up a budget There are a number of key steps you should follow to make sure your budgets and plans are as realistic and useful as possible. Make time for budgeting If you invest some time in creating a comprehensive and.

Planning 40

Planning Budgeting Investments Numbers 40

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Communication 85

Communication Budgeting Securities Investments 85

Future CFO

JUNE 14, 2022

Technology deficit in the boardroom is impacting enterprise investment and digital transformation, said Deloitte recently when releasing results of a survey of 500 directors and C-suite executives. Framing tech investments as business investments is vital to securing a competitive advantage and capturing more market share,” adds Lillie.

Technology 52

Technology Investments Education Securities 52

Nerd's Eye View

MAY 8, 2024

that are designed to measure risk based on past behavior, and 2) econometric tools, which involve questions based on a particular scenario (such as, "Suppose you can invest $100 and this time, there is a 50% chance you could receive $207 and a 50% chance you'd receive nothing. Would you agree to this investment?"). Read More.

Planning 88

Planning Investments Marketing Numbers 88

Nerd's Eye View

MAY 31, 2023

However, even though the PTET can result in higher state taxes, the savings in Federal taxes that can result from being able to deduct the PTET as a business expense (including not just income tax but potentially self-employment taxes, net investment income tax, and additional Medicare taxes as well) might still make the election worth it overall.

Planning 85

Planning Tax Planning Investments Numbers 85

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

Onplan

DECEMBER 28, 2021

How do you weigh and plan for the costs of such a change? In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. That should help you consider all the moving parts as you plan your strategy.

Planning 98

Planning Financial Planning and Analysis (FP&A) Forecasting Math 98

CFO News Room

NOVEMBER 16, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. In the first session of my valuation class, I pose a question, “What comes more naturally to you, telling a story or working with numbers?”

Marketing 130

Marketing Valuation Advertising Numbers 130

PYMNTS

FEBRUARY 8, 2017

After some weeks of large deals pushing investment activity past the high triple-digit millions of dollars — and, on one occasion, past the billion-dollar mark, fund flows returned to seemingly normalized levels. 3 tallied up $361 million in investments, dominated by the FinTech space at $283 million of that total.

Investments 51

Investments Planning Advertising Banking 51

Nerd's Eye View

JANUARY 29, 2024

One possible way to do this is to use the time savings of technology to serve a higher number of clients. However, another approach advisors can take is to use their technology to do more – and better – work for the same number of clients while earning higher fees for the higher-value services they provide. Read More.

Leverage 79

Leverage Planning Technology Numbers 79

PYMNTS

JANUARY 17, 2020

While no figure has been suggested yet, SoftBank has reportedly offered to invest a maximum of $40 billion in a new capital city Indonesia intends to create on Borneo island. The official reportedly noted that he would talk about the possible investment more with Son at the Word Economic Forum meeting on Monday. and China. .

Investments 52

Investments Transportation Economics Planning 52

PYMNTS

JULY 28, 2020

The newly stripped-down eBay held its first earnings call on Tuesday (July 28) since announcing plans to sell its classified-ad business to Adevinta for $9.2 By the numbers, the pandemic-driven digital shift has been good for the company, as revenue for the quarter was $2.9 billion, up 18 percent over 2019.

Planning 90

Planning Numbers Technology Sales 90

PYMNTS

JANUARY 6, 2021

Thus far, the numbers do not bear out a massive uptake of a business model, that for the stakeholders, is essentially free (There are roughly 38 banks signed on and 5 million users of CoDi, as measured in late 2020). Solving For The Chicken And Egg Problem. But as Diaz stated, the model is based on sound economic principles.

Banking 145

Banking Planning Accounting Currencies 145

PYMNTS

JANUARY 10, 2020

SoftBank Chief Executive and Founder Masayoshi Son wants to invest in the building of a $34 billion smart capital in Indonesia that would focus on renewable resources, according to a report by Bloomberg. Plans for the new city include all the latest advancements in hospitals, schools and botanical gardens.

Investments 53

Investments Construction Transportation Economics 53

PYMNTS

FEBRUARY 26, 2020

supermarket arm Asda are reportedly looking for an investment from a third party, after a failed attempt to merge with competitor Sainsbury’s, according to a report by Reuters. . Asda is the number three supermarket in the U.K., behind number one Tesco and number two Sainsbury’s. Walmart and its U.K.

Investments 52

Investments Numbers Planning Marketing 52

CFO News Room

JANUARY 26, 2023

But while it’s possible to retire at 50 and have plenty of time left in life to have new experiences, it takes careful planning and a will of steel. That means understanding the stock market, planning for debt and savings, and investing in yourself through education or entrepreneurial ventures.

Investments 130

Investments Planning Accounting Securities 130

VCFO

OCTOBER 8, 2021

In assessing how you’re doing across each of these elements, one of the questions you’ll undoubtedly want to explore is “What kind of long-term incentive plan should our business have in place?” The key takeaway here is that there is no such thing as a one-size-fits-all long-term incentive plan. Doing Your Homework.

Planning 52

Planning Valuation Sales Investments 52

Nerd's Eye View

JULY 10, 2023

As owners of financial planning firms approach retirement, some may decide to sell to an external buyer, while others may plan for an internal succession. Sometimes, this succession plan can include the owner's child, providing an opportunity to keep the business in the family.

Planning 92

Planning Advertising Investments Practice Management 92

PYMNTS

OCTOBER 5, 2018

One of the new realities of augmented reality is this: the technology is attracting more investment from China than from sources in North America. According Digi-Capital , which tracks AR investments, China-based funding for augmented reality and computer vision technologies hit $3.9 Investment Shift.

Investments 79

Investments Technology Manufacturing Retail 79

PYMNTS

MARCH 1, 2019

Cybersecurity returned to the top of the B2B startup investment list as three companies in the enterprise security realm landed nearly half of the $246 million in B2B venture capital this week. But Software-as-a-Service emerged as a hot spot, too, with the largest investment round of the week going to a B2B eCommerce SaaS provider.

B2B 75

B2B Securities Investments Startups 75

Nerd's Eye View

MAY 10, 2024

could save retirement plan participants $55 billion over the next 10 years (due to an expectation of more low-cost fees being offered in plans) and those rolling over workplace plans into IRAs to purchase annuities another $32.5 billion (thanks to expected reductions in commissions and the embedded costs in these annuities).

Valuation 81

Valuation Communication Securities Planning 81

Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

Practice Management 81

Practice Management Education Compliance Investments 81