Future CFO

FEBRUARY 13, 2023

Having an experienced succession of crises since the beginning of 2020, FutureCFO asked two finance leaders their views on the challenges facing treasury and cash management during the pandemic and coming out of it. What is the biggest change to the Treasury and Cash Management (TCM) function brought about by the pandemic?

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Treasury Cash Management Restructuring Accounts Payable 98

PYMNTS

DECEMBER 20, 2016

The venture capital arm of Mitsubishi has provided new funding for treasury management firm Kyriba, reports said Monday (Dec. Earlier this year Kyriba also announced that it secured American Express Global Business Travel as a client and would provide payment processing services to facilitate transactions to GBT suppliers.

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Treasury Compliance Leadership B2B 40

CFO Leadership

MARCH 31, 2022

Global operations make it more challenging for small treasury teams in mid-market companies to handle day-to-day operations efficiently and securely. They struggle to keep an overview on their cash and risk positions. A professional cash management solution can help to overcome these challenges. And they need technology.

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Treasury Cash Management Currencies Reconciliations 52

PYMNTS

JANUARY 21, 2020

Akita previously worked at Mitsubishi UFJ Morgan Stanley Securities Co. Akita will work with Toshiyuki Okuyama and Masato Sato, two senior bankers, and a man named Hideki Hiramatsu, who will be in charge of treasury services. for 12 years, where he dealt with mergers and acquisitions as well as corporate financing.

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Treasury Corporate Finance Risk Management Finance 52

PYMNTS

SEPTEMBER 30, 2016

From pre-Series A funding to late-stage investment rounds, ranging from a modest $1 million to the week’s high point of $88 million, backers showed their versatility. Find out who else secured funding below. Expense Management. million funding round from British Business Bank Investments (BBBI). Enterprise Security.

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B2B Treasury Startups Cash Management 70

Finvisage

AUGUST 29, 2022

The requirement for raising funds to acquire marketable securities or loans from banks or government authorities and lend them in the market is continuous for them, as “funds” is the raw material for the business of NBFC. The business of NBFCs is dependent on wholesale borrowing and lending loans and advances.

Treasury 52

Treasury Risk Management Banking Economics 52

PYMNTS

DECEMBER 14, 2018

They include Internet of Things (IoT)-connected manufacturing machines, cross-platform financial data analysis, predictive analytics for inventory management and more. In addition to launching its cash automation solution, Trovata secured an undisclosed amount of Seed funding from partner JPMorgan Chase, a press release said this week.

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B2B Startups Treasury Financial Data 51

PYMNTS

SEPTEMBER 27, 2019

This week, two massive deals landed with B2B payments innovators at Fundbox and Tipalti, but they were far from the only players to have secured new funding. Equity Venture Partners also participated, according to SmartCompany reports, which said Hnry plans to deploy the investment to accelerate its hiring activity. Everledger.

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B2B Accounts Payable Startups Advertising 59

PYMNTS

JULY 22, 2016

Treasury Department will recommend that some loans offered through these platforms be reclassified as consumers loans. Investors seem confident in the industry’s startups and their ability to provide adequate risk management and underwriting for their loans; VCs provided more than $11.5 Accounts Receivable Management.

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Invoicing Startups Finance Risk Management 40

PYMNTS

MARCH 6, 2019

One area where elimination of such processes can be of benefit is treasury management — specifically, reconciliation of transactions and liquidity management. Within that ambition, he said, “the only way to create real-time cash management or trading is to allow all parties to see the same pool of validated data.”.

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Treasury Auditing Foreign Exchange Pharmaceutical 75

PYMNTS

MAY 21, 2020

Treasury Prime Funded For API Tech. Built on the bank-FinTech collaborative model, startup Treasury Prime recently announced a $9 million Series A funding round for its API technology. With the new funding, Treasury Prime said it plans to forge a marketing team and bolster its existing team with new hiring.

Banking 69

Banking Treasury Compliance Risk Management 69

PYMNTS

OCTOBER 2, 2019

With ongoing shifts in payments, commerce, security and transparency, corporate cash managers have a lot on their plates. The question for any number of treasury professionals is what lies ahead? Financial institutions and treasury operations would do well to get ready for it all, sooner rather than later.

Cash Management 63

Cash Management Reconciliations Treasury B2C 63

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. He’s only responsible for $7.3 I think you will also.

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Investments Benchmarking Valuation Construction 52

PYMNTS

MARCH 29, 2019

Equity investments reigned this week, thanks to backing for accounts payable (AP) automation firm MineralTree and treasury management company Kyriba , but it was the logistics market that saw the largest venture capital round — and secured another unicorn for the B2B startup space. MineralTree. Existing backers.406

B2B 53

B2B Startups Accounts Payable Treasury 53

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

PYMNTS

JULY 1, 2020

This week’s look at the latest open banking and bank-FinTech collaborative initiatives reveals financial services firms continue to focus on elevated functionality, with data security seemingly more of a background priority. And with our new client portal, our customers can self-serve and manage their trade finance products online.”.

Finance 56

Finance Banking Treasury Financial Data 56

CFO News Room

NOVEMBER 8, 2022

Cean: No, we usually want to make sure that we’re hitting on risk management, so we look at insurances. And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. Is it at 1.5%?”

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Restructuring Planning Accounting Marketing 130

Barry Ritholtz

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Investments 52

Investments Economics Banking Construction 52

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. Anything else?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

PYMNTS

FEBRUARY 12, 2019

Department of the Treasury to pay a nearly $1 million fine related to apparent violations in the company’s supply chain. ’s importation of those goods via China was found to be in violation of the Treasury’s Office of Foreign Assets Control (OFAC) North Korea Sanctions Regulations. Last month, e.l.f.

Compliance 43

Compliance Auditing Risk Management Treasury 43

Barry Ritholtz

DECEMBER 20, 2022

His name is Robert Koenigsberger, and he has a fascinating career in emerging market, opportunistic and distressed debt investing. He started at a small boutique before going to Merrill Lynch and Lehman Brothers, and ultimately launching his own shop called Gramercy Funds Management. I always wanted to do something entrepreneurial.

Restructuring 61

Restructuring Investments Marketing Banking 61

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? And that’s how we created the securities division.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

Barry Ritholtz

NOVEMBER 7, 2023

’cause there’s a lot you can do if you are willing to run the risk that like maybe the Securities and Exchange Commission will sue you or like maybe you’ll go to jail for a year, you know, but maybe you’re gonna make a lot of money first. Barry Ritholtz: 00:04:12 [Speaker Changed] Seems like a fair approach.

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Numbers Profit and Loss Banking Finance 61