PYMNTS

AUGUST 21, 2017

Sixty-nine percent of businesses don’t see any impact from the Brexit vote on their strategic planning. That’s despite large corporates voicing concerns in the run-up to the June 2016 vote that Brexit would lead to negative consequences for investments and labor across industries.

Strategic Planning 40

Strategic Planning Planning CFO Banking 40

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.

Strategic Planning 52

Strategic Planning Leadership CFO 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

Future CFO

MARCH 24, 2024

Alvin Ip: A typical day in my role as Aspire's CFO is a dynamic mix of strategic planning, collaboration, and decision-making. Strategic planning takes a significant portion of my day, where we delve into overarching strategies, team organization, and directional considerations.

Strategic Planning 52

Strategic Planning CFO Finance Planning 52

CFO Talks

FEBRUARY 9, 2024

Financial Planning and Analysis: Forecasting and analysing financial trends are fundamental skills for today’s CFOs. They must update financial models and strategic plans in light of the Reserve Bank’s decision to ensure they align with the organisation’s goals.

CFO 52

CFO Strategic Planning Communication Risk Management 52

Future CFO

NOVEMBER 8, 2023

For companies starting out in the business, some resort to hiring fractional chief financial officers to share their expertise in finance, strategic planning, and other CFO-related activities. Business owners have to be invested in their annual plans or they rarely work. Remember, it's your plan, not their plan.

CFO 52

CFO Strategic Planning Forecasting Planning 52

Future CFO

MARCH 9, 2023

Prior to his new role, Cheing was head of investments at Capital A , responsible for the firm’s corporate finance and investments. Cheing joined Capital A in May 2020 as a senior manager of investments and was subsequently promoted to the head of investments of AirAsia Digital in April 2021.

CFO 52

CFO Strategic Planning Corporate Finance Investments 52

CFO Talks

FEBRUARY 9, 2024

Balancing the need for cybersecurity measures with budgetary constraints requires careful strategic planning and resource allocation. In addition, the dynamic nature of cyber threats necessitates ongoing investment in cybersecurity technologies and talent.

CFO 52

CFO Strategic Planning Leadership Education 52

The Finance Weekly

MAY 5, 2024

As companies shift from static sales plans to more dynamic sales planning, leaders see it as a more advanced and adaptable approach that can be tailored to meet the organization's evolving needs. Benefits of Sales Planning Sales planning offers a bunch of perks for businesses. What is Revenue Planning?

Planning 52

Planning Sales Forecasting Strategic Planning 52

VCFO

MARCH 2, 2023

Some may think that makes financial management and strategic planning in a professional services firm simpler. Visualizing and articulating goals for the business provides an endpoint that one can then walk back year-on-year to chart milestones, build meaningful budgets, and form the basis of the strategic plan.

Strategic Planning 64

Strategic Planning CFO Budgeting Planning 64

Future CFO

JANUARY 7, 2024

CFOs must reimagine roles, reskill staff, and invest in both technical and non-technical capabilities to drive successful finance transformations. Return of investments CFOs must have the nose for strategic investments to drive enterprise transformation, although there is an undeniable struggle to capture value from technology investments.

CFO 52

CFO Risk Management Leverage Strategic Planning 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

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Invest in Scalable Technology: Adopt technology solutions that can grow with the business. A written strategic plan will help guide you to your end goal, and we can help you.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

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

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

Cube Software

JUNE 23, 2022

This financing and their votes of confidence underscore our thesis: Now more than ever, companies must strategically plan, assess performance, then plan, and plan again. Our existing investors Mayfield Fund , Bonfire Ventures , and Operator Collective participated in the round, along with new investor GTMfund.

Strategic Planning 52

Strategic Planning Finance Planning Investments 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. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.

Benchmarking 74

Benchmarking Strategic Planning Planning Investments 74

The Charity CFO

JUNE 10, 2022

For example, if your organization has complex investments, you may want to add board members with investing expertise. . PRO TIP: To get even more capacity from your finance committee, include them in your strategic plan! Every nonprofit should periodically develop a strategic plan.

Nonprofit 52

Nonprofit Finance Strategic Planning Cash Flow Forecasting 52

Strategic Treasurer

NOVEMBER 21, 2022

Meeting annual and quarterly targets is being balanced with new ideas for long-term strategic plans. Topics of discussion include offering better terms, Southwire’s Supplier Sustainability Program, greenhouse gas goals, and sustainable cash investments. Host: Craig Jeffery, Strategic Treasurer.

Finance 52

Finance Treasury Strategic Planning B2B 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

E78 Partners

NOVEMBER 16, 2023

Meanwhile, Deloitte Private’s 2023 Mid-market technology trends report reveals that AI has become the top tech investment priority for mid-market companies. Understanding pricing sensitivity To make well-informed investment decisions, CFOs need insights into how prices respond to changing market conditions.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

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. Account for Savings and Investments: Allocate a portion of your income for savings, investments, or emergency funds. 3 to 5 years).

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

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.

Valuation 52

Valuation Strategic Planning CFO Finance 52

CFO Simplified

MAY 15, 2022

Strategic planning. A business owner growing microgreens for local restaurants was proud of how he had grown his business and was planning on making an investment in additional equipment to grow more microgreens. A part-time CFO can give advice on things such as: The structure of your business financially.

CFO 97

CFO Strategic Planning Business Analytics Manufacturing 97

The Charity CFO

JUNE 7, 2023

Statement of Activities Financial Uses Assessing Revenue Sources : Analyze the various revenue sources of a nonprofit, such as donations, grants, program fees, and investment income. This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. accounts payable, loans).

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

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

Forward-looking companies are taking an integrated approach to help support employees’ broader needs, including financial wellness, saving and investing. Optimize existing technology: Many companies can optimize their existing technology without making significant technology investments. The company serves approximately 56 million U.S.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

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

CFO Leadership

JANUARY 25, 2024

BUSINESS PLANNING AND ANALYSIS Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 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. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company. Investment Banker.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

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. ( Here’s who stands to lose—and in some surprising cases, win—as interest rates stay high in the years ahead.

Strategic Planning 52

Strategic Planning Investments Planning Marketing 52

The Charity CFO

NOVEMBER 23, 2022

They handle all payroll and accounting functions and manage investments and fundraising efforts. This background helps them provide oversight for and manage all forecasts, budgets, and investments for the organization. Strategic Thinking. They must be able to anticipate future trends and be able to adjust and execute the plan.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

The Finance Weekly

MARCH 25, 2024

In a nutshell, companies are starting to view CFOs as smart investments rather than just expenses. Return on Investment (ROI) As a CFO, one key focus is making sure your organization gets a solid return on investment (ROI). It's like looking at the gain or loss you make from an investment compared to what you spent.

CFO 97

CFO Finance Forecasting GAAP 97

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

CFO Leadership

JANUARY 5, 2024

Business planning and analysis Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

Future CFO

SEPTEMBER 17, 2023

Expensive productivity malaise: As the productivity stagnation continues, organizations will find it critical to drive scalable outcomes from expensive digital investments. CFOs should reconsider their automatic pass-through pricing strategies and assess opportunities for dynamic pricing.

Economics 52

Economics Strategic Planning Finance Cost Management 52

The Charity CFO

JANUARY 12, 2024

Financial forecasts can then be used by nonprofit organizations for: Budgeting Strategic planning Fundraising Grant applications Even cash flow management While not always 100% accurate (especially in the unpredictable realm of nonprofits), a financial forecast can be extremely useful when it comes to informing decision-making and mitigating risks.

Nonprofit 52

Nonprofit Forecasting Budgeting Strategic Planning 52