E78 Partners

MARCH 3, 2025

Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. However, while market sentiment is improving, IPO readiness requires more rigorous preparation than ever before.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

Nerd's Eye View

JANUARY 10, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits (..)

Concentration 75

Concentration Valuation Securities Education 75

Nerd's Eye View

DECEMBER 20, 2024

Also in industry news this week: A benchmarking study from Charles Schwab shows that median compensation for financial planners at RIAs is well into the six figures, though actual salaries appear to vary widely The U.S.

Benchmarking 98

Benchmarking Education Investments Planning 98

Musings on Markets

SEPTEMBER 5, 2024

Last Wednesday (August 28), the market waited with bated breath for Nvidia’s earning call, scheduled for after the market closed. This dance between companies and investors, playing out in expected and actual earnings, is a feature of every earnings season, especially so in the United States, and it has always fascinated me.

Marketing 136

Marketing Valuation Profit and Loss Forecasting 136

CFO News Room

JANUARY 29, 2023

Later in the paper I argue: No one is forced to participate [in the market economy]. In discussing his work as a young man in the 1990s in Brazil, Shellenberger writes: I can count on a single hand the number of young people who told me they wanted to remain on their family’s farm and work their parents’ land. Boudreaux Donald J.

Marketing 130

Marketing Economics Transportation Securities 130

CFO News Room

FEBRUARY 4, 2022

Friday’s report of 467,000 jobs added in January confounded Wall Street economists, some of whom expected a negative number due to the impact of the omicron Covid variant on the workforce. Traders in the futures market began to price in six interest rate hikes for this year, while many economists predict four or five.

Marketing 130

Marketing Healthcare Pharmaceutical Communication 130

CFO News Room

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

CFO News Room

JANUARY 18, 2023

The question of whether a company is making or losing money should be a simple one to answer, especially in an age where accounting statements are governed by a myriad of rules, and a legion of number-crunchers follow these rules to report profits generated by a firm.

Marketing 130

Marketing Hurdle Rate Investments Accounting 130

Future CFO

APRIL 18, 2022

Global IPO market saw significant slowdown in Q1 2022 after fter record-high levels of global IPO activity in 2021, said EY recently. However, by the second half of the quarter, worldwide stock market declines shifted the trajectory dramatically in the opposite direction, resulting in a significant drop in overall activity, EY added.

Marketing 98

Marketing Numbers Economics Securities 98

CFO News Room

NOVEMBER 5, 2022

Investors, used to a decade of better-than-expected earnings and rising stock prices at these companies, have been blindsided by unexpected bad news in earnings reports, and have knocked down the market capitalization of these companies by hundreds of billions of dollars in the last few weeks.

Marketing 130

Marketing Advertising Profit and Loss Investments 130

CFO Talks

NOVEMBER 25, 2024

Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. For CFOs, these challenges can come from external pressures like market demands or internal dynamics such as stakeholder expectations.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Global Finance

JUNE 17, 2024

A 10-year veteran at DBS Bank, Karoonyavanich recently expanded his role to cover all Equity Capital Markets business for the bank globally when the firm merged its equities, fixed income and brokerage businesses to form a new Investment Banking unit. Its Hong Kong market share surged from a mere 0.2% in 2021 to an impressive 6.7%

Marketing 111

Marketing Banking Investments Securities 111

CFO News Room

NOVEMBER 3, 2022

Last week’s release of data on gross domestic product (GDP) and employer costs are sending a message to the Fed as it meets to set interest rates: There is substantial disinflation in the pipeline that will allow inflation to normalize in coming months even if the labor market remains strong. could be sustained for a number of years. .

Securities 130

Securities Economics Marketing Numbers 130

Global Finance

FEBRUARY 5, 2025

Indonesia is a substantial and growing market for us. A Country Of Superlatives Joel Shen, a lawyer based in Jakarta and Singapore, who heads Withersworldwides technology practice in Asia, boasts that Indonesia is a country of superlatives and is an attractive investment destination with a number of very clear advantages.

Economics 108

Economics Prioritization Investments Manufacturing 108

Musings on Markets

DECEMBER 11, 2024

If you work in a business, whether it be in marketing, strategy or HR, this class is designed to provide perspective on how what you do fits into value creation at your business. The second is valuation , a class about how to value or price almost anything, with a tool set for those who need to put numbers on assets.

Valuation 126

Valuation Corporate Finance Finance Investments 126

Nerd's Eye View

JANUARY 17, 2025

Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)

Cash Management 98

Cash Management Planning Securities Numbers 98

Navigator SAP

JULY 15, 2022

And securing these endpoint devices is a must. Integrated AI and e-commerce with digital marketing. Modern ERP should leverage artificial intelligence (AI), and provide digital marketing automation to gain insights into the end-to-end customer journey. IoT support. Typically:

Budgeting 218

Budgeting Leadership Communication Leverage 218

Nerd's Eye View

MARCH 14, 2025

Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.

Compliance 63

Compliance Practice Management Valuation Securities 63

Musings on Markets

JUNE 17, 2025

These ignored investment classes are what fall under the rubric of alternative investments, and while many of these choices have been with us for as long as we have had financial markets, they were accessible to only a small subset of investors for much of that period.

Investments 71

Investments Marketing Sales Benchmarking 71

Global Finance

NOVEMBER 12, 2024

Khalil Al-Qattan: ABK’s customer-centric, digital transformation strategy focuses on enhancing the customer experience, improving operational efficiency, and staying competitive in a rapidly evolving market. Our ATM network now offers a more simplified customer journey and branding that aligns with the mobile banking app.

Banking 52

Banking Compliance Securities Finance 52

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 98

Valuation Economics Marketing Manufacturing 98

CFO Share

JANUARY 2, 2025

Despite securing over $100 million in venture capital and employing over 600 individuals, Bench abruptly and inexplicably ceased operations on December 27, 2024, leaving thousands of small business clients scrambling for alternatives. For example, Bench ranked #1 in accounting SEO thanks to its professional marketing department.

Startups 52

Startups Accounting Prioritization Securities 52

VCFO

SEPTEMBER 21, 2023

Yet, this perception often differs from the view of the market. As a business owner, understanding the underlying drivers of genuine, market validated value in your enterprise empowers informed decisions. This is a critical number used in valuing companies. Discussion of several common adjustments follows.

Valuation 84

Valuation Marketing Benchmarking CFO 84

Global Finance

JUNE 13, 2025

A data center is a facility housing cloud computing and storage resources that enable the delivery of software applications, the training of AI, and any number of additional processing and production applications. Currently, the US is leading the AI power race, having built the largest number of data centers in the world.

Finance 66

Finance Concentration Investments Forecasting 66

Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Benchmarking 71

Benchmarking Treasury Compliance Communication 71

Global Finance

APRIL 3, 2025

The sports market for the region is primed for a 16.5% Qatars sports market alone is projected to hit $3.7 The sectors market value is projected at $22.4 Heavyweights hail from the oil-rich Persian Gulf, but markets like Egypt and Morocco are punching above their weight. billion a year, or 1.5%

Investments 96

Investments Entertainment Construction Economics 96

The Finance Weekly

JUNE 22, 2022

To top it all off, the current market downturn and continued inflation is putting additional strains on companies’ forecasting and planning efforts. This is causing them to miss out on in-depth, long term engagement with existing customers, as well as the inability to increase the number of customers they are able to take on.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Marketing CFO Startups 105

Nerd's Eye View

MAY 5, 2025

This month's edition kicks off with the news that Altruist has announced a $152 million fundraising round, the latest in a steadily increasing series of capital raises as it has built out new technology features to compete with the "Big Two" custodians of Schwab and Fidelity – leaving the big question of what it intends to do with this fresh (..)

Planning 68

Planning Technology Startups Retail 68

CFO Talks

APRIL 8, 2025

A pricing change, a shift in margin, or a cash flow challenge doesnt just live in spreadsheets it lives in decisions made by teams in marketing, sales, HR, operations, and beyond. Ensuring that teams understand not just what the numbers say, but what they mean for their work, their budgets, and their goals. It requires relevance.

Communication 52

Communication CFO Leadership Numbers 52

CFO Thought Leader

DECEMBER 10, 2024

During this period, Splunk navigated a complex transition from on-premise software to cloud-based solutions, forcing the team to reevaluate pricing, infrastructure, and market strategies. But numbers alone dont drive results. Focuses on flexible planning to adapt quickly to market shifts and technology transformations.

CFO 52

CFO Leadership Prioritization Auditing 52

CFO News Room

MAY 26, 2022

Understanding stock market terminology allows investors to make appropriate, intelligent decisions. Authorized shares are the maximum number of shares a company is allowed to issue to investors, as laid out in its articles of incorporation. The number of shares actually available to trade is known as float. Key Takeaways.

Numbers 130

Numbers Compliance Planning Securities 130

Global Finance

DECEMBER 27, 2024

Deirdre Ryan, global finance transformation leader at EY, says many EY clients have tested these technologies and developed proofs of concept, often in finance, marketing, and product development. Meanwhile, DLT is increasing the transparency of supply chains and adding another level of information security. CAGR to 2034.

Technology 111

Technology Finance Leverage Investments 111

PYMNTS

MAY 16, 2020

patent on a computer system that would convert physical dollars and other fiat currencies into digital versions, complete with denominations and serial numbers and recorded via blockchain. According to various embodiments, cash may be removed from the markets in a frictionless manner and the payment ecosystem may be improved.”.

Currencies 128

Currencies Securities Banking Numbers 128

The Finance Weekly

FEBRUARY 23, 2025

For example, if a company aims to expand online sales, FP&A teams analyze marketing costs and expected revenue to determine budget allocations. Secure Budget Approval for Necessary Resources Before investing in a project, finance teams must assess the resources required and gain approval.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 52

PYMNTS

JANUARY 8, 2021

The FinTech group is reportedly mulling setting aside a significant number of shares for users if it goes public, but it has yet to make any final decisions, according to Bloomberg, who cited unnamed sources. Robinhood is considering selling shares directly to its users if it opts to hold an initial public offering (IPO).

Compliance 145

Compliance Communication Retail Startups 145

Bramasol

JANUARY 28, 2025

This integration allows users to interact with SAP applications within a secure, closed software environment. These figures clearly show a growing number of new customers are embracing S/4HANA through these transformation methods. SAP Business AI in Sales, Services, Marketing, and Commerce boosts productivity and improves workflow.

SAP 77

SAP Data Analysis Leverage Manufacturing 77

CFO News Room

FEBRUARY 2, 2022

In the short-term, Bitcoin trades as a risky asset in an increasingly risk-on, risk-off market. Going forward, the network of participants and the number of use cases could continue to see rapid growth, giving cryptocurrencies in this category plenty of further upside. Consider Digital Asset ETFs to Capitalize on Crypto Trends.

Concentration 130

Concentration Investments Securities Currencies 130