E78 Partners

NOVEMBER 16, 2023

The impact of artificial intelligence (AI) on private equity firms and middle-market companies is multifaceted and gaining momentum. Meanwhile, Deloitte Private’s 2023 Mid-market technology trends report reveals that AI has become the top tech investment priority for mid-market companies. Learn more below.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

VCFO

OCTOBER 10, 2023

monthly, annual) performance, much more is needed for effective strategic planning – proactive planning that looks beyond what the business will do in the short term to where you want it to be in five years, ten years, or a similar timeframe. While the Income Statement does provide a view of historical (e.g.,

Strategic Planning 83

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 83

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

Spreadym

NOVEMBER 3, 2023

Estate Planning: Establish a plan for the distribution of your assets after your passing, including wills, trusts, and beneficiary designations. Monitoring and Adjusting: Regularly review and adjust your financial plan to reflect changes in your life circumstances, financial goals, and market conditions.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

Nerd's Eye View

MARCH 28, 2023

Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results.

Marketing 73

Marketing Benchmarking Analyzing Data Strategic Planning 73

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 52

Benchmarking Leadership Strategic Planning Valuation 52

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

CFO Simplified

JULY 22, 2022

A business plan isn’t something that you just create when you start a company, it’s a strategic plan for how you’re going to manage and grow over the next two, five, and 10 years. The pandemic changed plans for nearly every business. Update your strategic plan. Do You Need a Part-Time CFO?

Cash Flow Forecasting 96

Cash Flow Forecasting Strategic Planning CFO Planning 96

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

CFO News Room

FEBRUARY 1, 2023

The retailer could see upside to expected profit in 2024 and 2025 as its strategic plan takes shape, according to the firm. However, Brinker management said on its investor call that its restaurants may have lost some market share of customer traffic during the quarter. Scotts Miracle-Gro — Shares gained 11.5%

Profit and Loss 130

Profit and Loss Strategic Planning Budgeting Manufacturing 130

CFO Simplified

AUGUST 22, 2022

By this time, you are well on the road to executing your strategic plan for this year. This strategic plan includes evaluating your client relationships: Do they fit into your business model? Your bank has been purchased by or has purchased other mid-sized banks in your market. Are they time-consuming?

Banking 98

Banking Strategic Planning CFO Treasury 98

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 52

Planning Sales Forecasting 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. The market isn’t static. Staying current with market trends, customer feedback, and industry developments will allow you to proactively adjust business strategies on an ongoing basis.As

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

CFO Selections

MARCH 9, 2023

As companies continue to battle unexpectedly high inflation and economic uncertainty , understanding this year’s prevailing trends across financial forecasting, fintech stacks, procurement, and customer attribution can help them to increase revenue and market share.

Strategic Planning 52

Strategic Planning CFO Forecasting Economics 52

Future CFO

NOVEMBER 15, 2023

Few companies plan beyond the typical three-year strategic planning window, and even those that do look out five to 10 years tend to focus on expectations for technology adoption. These plans fail to fully consider two other factors that move just as rapidly and with as big an impact: regulations and consumer behaviour.

Strategic Planning 52

Strategic Planning Planning Finance Marketing 52

CFO Thought Leader

MARCH 26, 2024

” She explains how experiences at GE and UiPath have endowed her with a unique perspective on the convergence of finance, technology, and strategic planning. It’s a conversation with the business on how to do that, on how to get there.”

CFO 52

CFO Strategic Planning Leadership Finance 52

Barry Ritholtz

AUGUST 26, 2023

” Instead, the Vanguard capital markets model “runs large simulations that show a probabilistic set of results, and so we tend to aim at the median, the midpoint of the distribution of those observations.” His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries.

Treasury 98

Treasury Forecasting Strategic Planning Investments 98

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

Boston Startup CFO

APRIL 12, 2024

Additionally, through monthly rolling forecasts, we will provide real-time insights into your financial outlook, allowing you to adapt to changing market conditions and make proactive adjustments to achieve your financial goals effectively. Dashboard Reporting We can provide clear and actionable insights into your financial data.

Planning 40

Planning Cash Flow Forecasting Forecasting Benchmarking 40

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

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. To triumph over the expected and even the unexpected shifts, CFOs must be on the look out for the risks they are likely to face in the next 12 months.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

Barry Ritholtz

AUGUST 31, 2023

The move from crypto to artificial intelligence has fueled the markets this year, but some are questioning how much of it is real. Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. My end of August, morning train WFH reads: • Money Is Pouring Into AI.

Strategic Planning 98

Strategic Planning Construction Economics Valuation 98

The Finance Weekly

NOVEMBER 7, 2023

Delegating responsibilities allows for concentrated efforts on both strategic planning and operational tasks. Additionally, establishing clear and succinct priorities for the team provides a roadmap for harmonizing daily duties with overarching , strategic goals. To deal with this problem, try scenario planning.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Strategic Planning Concentration Data Analysis 59

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 75

Benchmarking Strategic Planning Planning Investments 75

Future CFO

JANUARY 21, 2024

“As we enter the new year, SMEs are grappling with a wide spectrum of challenges, but our findings are also a clarion call for SMEs to embrace strategic innovation,” said Aleksandra Zaronina-Kirillova, head of SME at ACCA. “By By addressing these challenges head-on, SMEs can unlock new growth avenues and strengthen their market position."

Economics 52

Economics Compliance Strategic Planning Cost Management 52

Future CFO

SEPTEMBER 21, 2023

Organisations would benefit from elevating and empowering operations teams, delivering a revenue operations ' capability that integrates and unifies plans, processes, data, technology, and talent across the revenue ecosystem. Operations teams enable growth and exceptional customer experiences by optimizing resources.

Strategic Planning 52

Strategic Planning B2B Sales Planning 52

Jedox Finance

SEPTEMBER 29, 2021

Therefore, an SPM solution should follow the different activities of sales operations: Budget & Target Setting is the starting point where the organization aligns between the revenue goals and go-to-market plans. Misaligned compensation plans are a major risk to the strategic execution of those goals.

Financial Planning and Analysis (FP&A) 124

Financial Planning and Analysis (FP&A) Sales Forecasting Budgeting 124

CFO Leadership

DECEMBER 12, 2022

Take a few minutes to dig into the survey findings, from the top finance priorities as rated by your peers to how they are addressing inflationary and other market trends, ESG reporting requirements, and more. Executive Perspectives on Top Risks for 2023 and 2032.

Finance 98

Finance Leadership Strategic Planning CFO 98

CFO Thought Leader

APRIL 7, 2024

They also emphasize the evolving nature of finance professional interactions and the idea that strategic insights can serve as catalysts for organizational change, prompting shifts in product development, market strategy, and operational execution. Read More 3.Understanding

Financial Planning and Analysis (FP&A) 52

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

BlueLight

MAY 1, 2020

The CFO is focused on company-level strategic planning and building a relationship with investors. Early-stage startup: Focused on finding product market fit, limited financial information to work with. FP&A is responsible for strategic planning, decision support, and financial modeling.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

Spreadym

SEPTEMBER 12, 2023

Be as realistic as possible and base your estimates on historical data or market research. This is especially common in industries with high volatility or rapidly changing market conditions. Strategic Planning: In addition to annual budgets, companies engage in strategic planning, which typically occurs on a longer-term horizon (e.g.,

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

VCFO

JANUARY 23, 2024

Implement strategic initiatives to improve profitability, streamline operations, and fortify your market position. —– How much can your business benefit from proactive planning and improved capital structure? This gradual approach mirrors the benefits of diversifying personal investments to reduce risk.

Planning 84

Planning Concentration Strategic Planning CFO 84

CFO Share

NOVEMBER 15, 2023

Achieving fiscal stability amidst market uncertainties is a top priority for any business owner. Through strategic insights and actionable measures, fortifying your business’s financial resilience is attainable. Continuous improvement and adaptation, based on market trends and customer needs, is the key to revenue optimization.

Strategic Planning 52

Strategic Planning Risk Management Budgeting Planning 52

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

NOVEMBER 8, 2023

Collaborative budgeting has several advantages, including improved accuracy, greater buy-in from those responsible for executing the budget, enhanced agility in responding to changing market conditions, and increased accountability. This can lead to more effective strategic planning.

Budgeting 59

Budgeting Communication Strategic Planning Analyzing Data 59

Beacon CFO Plus

NOVEMBER 15, 2023

No matter your industry, you must keep up with ever-changing market competition, regulatory requirements, talent acquisition needs, and new technology adoption. If you manage an SME—referring to a Small and Medium-Sized Enterprise—you may look to a fractional CFO to provide strategic financial expertise and guidance.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52