Planful

OCTOBER 25, 2016

Among the many great topics on the agenda at the Argyle CFO Leadership Forum in Dallas was a session titled “Managing and Minimizing Enterprise Risk.” Another panelist highlighted their investment in inventory, as well as managing growth in the business. How do you balance the core responsibilities of Finance with risk management?

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

PYMNTS

JUNE 27, 2016

million in bonuses to 10 top executives, according to court papers detailed by Marketwatch. The pay is specifically to compensate said executives for their work during the bankruptcy process and would be contingent on a successful exit from Chapter 11 and sales revenue goals. 25, according to Marketwatch.

Leadership 41

Leadership Retail eCommerce Sales 41

VCFO

NOVEMBER 1, 2023

A review of revenue will often involve examining sales performance. By nature, most salespeople will do exactly what they are incentivized to do (which is why a well-designed sales compensation plan is so important). Year-end sales or special offers to past customers for that product might do the trick.

Finance 91

Finance Strategic Planning Auditing CFO 91

CFO Talks

DECEMBER 26, 2021

Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations. He’s also currently an associate professor in information management at Duale Hochschule Baden-Württemberg.

CFO 68

CFO Construction Finance Education 68

PYMNTS

SEPTEMBER 7, 2016

Reports said the lawsuit is not requesting a specific amount of financial compensation but is instead requesting that Dave & Buster’s change its payroll card policy. Proponents say payroll cards offer a way for underbanked employees to get paid, access funds and manage their finances. The suit was filed in Oregon.

Banking 40

Banking Finance Sales Accounting 40

PYMNTS

MARCH 28, 2016

doesn’t have to be paved with a 500+ person task force analyzing what the world would look like if we were starting from a clean sheet of paper, competing propositions for who’s going to build and operate a new set of rails, or even what sort of spiffy software can make existing rails faster. The path to faster payments in the U.S.

Accounting 48

Accounting Banking Financial Systems Retail 48

Musings on Markets

JULY 14, 2021

Until the early 1900s, reporting by public companies was meager, varied widely across firms, and depended largely on the whims of managers, with smaller, closely held firms among the most secretive. trillion, counting in all car sales and mass transit in that number, and Airbnb contended that its TAM was $3.4

GAAP 52

GAAP Forecasting Accounting Numbers 52

CFO News Room

DECEMBER 15, 2022

For the better part of a decade, the financial services industry has anticipated the coming of fee compression, mainly due to the rise of robo-advisors offering low-cost automated wealth management services. So, Connor’s been running an advisory firm for a long time, closing in on a billion dollars under management. Team Kitces.

Math 130

Math Planning Benchmarking Technology 130

The Finance Weekly

APRIL 13, 2024

Every modern enterprise, regardless of size, requires finance software to manage various aspects of its financial health. While recognizing that not all businesses operate on a large scale, we acknowledge the significant presence of small-scale enterprises managed by just one or two individuals.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Invoicing Budgeting 52

CFO News Room

FEBRUARY 2, 2022

If you’re at all interested in a variety of diversified and non-correlated strategies, what it’s like raising capital for both emerging and existing managers, and playing in the world of credit, leasebacks, music industry, royalty funding, as well as traditional private equity, you’re going to find this to be absolutely fascinating.

Investments 100

Investments Economics Numbers Marketing 100

Barry Ritholtz

DECEMBER 28, 2022

CHARLIE ELLIS, FOUNDER AND FORMER MANAGING PARTNER, GREENWICH ASSOCIATES: Well, it started a long time ago, 1966, I was working with a securities firm in New York, and Wellington was a client in Philadelphia. You’re not allowed to do anything in investment management, and then allow it to do anything in sales.

Profit and Loss 69

Profit and Loss Investments Marketing Sales 69

CFO News Room

DECEMBER 23, 2022

Many factors go into an advisor’s satisfaction with their job , from the technology and marketing offered by their firm, to compensation, hours worked, and company culture. by partnering with other wealth management experts to hold a virtual conference). and its implications for financial advisors! AdvisorHub).

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

Planful

OCTOBER 28, 2020

For Sales, Marketing, Operations, and other revenue- or cost-driving teams, it’s easy to quantify an investment. Add 2 new sales reps, increase revenue by X. The business needs 3 manager roles filled, so you set off to fill them. The CFO especially wants to know the costs and the benefits of any transformation initiative.

Budgeting 40

Budgeting Finance CFO Investments 40

CFO News Room

DECEMBER 26, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In addition to understanding a client’s spending patterns, it is also important to gauge their interest in managing credit card rewards on an ongoing basis.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 13, 2022

Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households. So, I truly learned this shoe box method of managing a database and building prospects. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

NOVEMBER 1, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. It’s why we tend to also do investment management, or also do something to implement. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Investments Accounting Math 130

CFO News Room

NOVEMBER 22, 2022

Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households. The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. Author: Michael Kitces.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

JULY 18, 2023

 The transcript from this week’s, MiB: Tom Wagner, Knighthead Capital Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. Tom Wagner, welcome to Bloomberg. I appreciate being here. WAGNER: Exactly.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

Barry Ritholtz

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. These are big numbers. RITHOLTZ: Wow.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

MARCH 21, 2023

CLIFFORD ASNESS, CO-FOUNDER, AQR CAPITAL MANAGEMENT: Yeah, I basically discovered him. Because, you know, there’s this constant fight in academia, if you believe something works, does it work because markets are efficient in its compensation for risk, or for behavioral reasons? Tell us a little bit about that. RITHOLTZ: Okay.

Profit and Loss 63

Profit and Loss Valuation Forecasting Investments 63

CFO News Room

NOVEMBER 27, 2022

According to Japan’s 2022 white paper on defense , it plans to beef up defense in southern Japan and on islands between Okinawa and Taiwan with anti-ship and anti-air missiles, several intelligence, surveillance and reconnaissance units, as well as groups dedicated to electronic warfare and anti-access missions.

Manufacturing 100

Manufacturing Economics Investments Securities 100

Barry Ritholtz

FEBRUARY 7, 2023

RITHOLTZ: Talk about old school, classic partnership, managing risk, very different headspace. RITHOLTZ: Whereas all the other public companies had access to capital and managed to get into trouble. It was easier to do that arbitrage and if you had people in place who understood the risks and managing the risk. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 100

Mergers and Acquisitions (M&A) Banking Investments Restructuring 100

Barry Ritholtz

JANUARY 31, 2023

So I ended up getting a job at Merrill Lynch, as a compensation analyst in human resources. And so one of the things that Ethan gave me a lot of latitude to do was just kind of service the equity sales force at Merrill Lynch, because a lot of his focus was really, I think, more on the fixed income side, more on the Fed. DUTTA: Yes.

Economics 56

Economics Marketing Manufacturing Profit and Loss 56

CFO News Room

JANUARY 18, 2023

So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” going through old papers from Biden’s time as vice president. Retail: “United States Retail Sales YoY” [ Trading Economics ]. Pierre Bourdieu, Classification Struggles. Biden Administration. percent gain.”.

Economics 130

Economics Banking Education Manufacturing 130