CFO Thought Leader

SEPTEMBER 4, 2023

Featured Planning Aces This Episode Achieving Your Total Addressable Market (TAM) | Rob Goldenberg, CFO, 6sense Top of Mind Metrics | Joel Campbell, CFO, TreviPay Exposing the Path to Profitability | Matt Gustke, CFO, WooCommerce OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space.

CFO 52

CFO Performance Measuring Leadership Budgeting 52

Beacon CFO Plus

OCTOBER 11, 2022

The substantive issue behind this challenge is how to effectively measure performance in an environment that does not lend itself to hard and fast metrics. The fact is that no performance measurement will be perfect across every section of an organization. Communicating often. Norton and Robert S.

Performance Measuring 52

Performance Measuring Manufacturing Economics Communication 52

CFO Thought Leader

JUNE 30, 2023

Brett Knowles is a long-time thought leader in the performance measurement space. Planning Ace Jeff Noto details his focus on finding actionable metrics that drive efficiency and better decision-making, as well as prioritizing profitable growth and identifying valuable data for operational improvement.

Planning 52

Planning Performance Measuring CFO Prioritization 52

CFO Thought Leader

APRIL 21, 2023

This episode features the FP&A insights and commentary of CFO Chris Halpin of IAC, CFO Ben Chrnelich of Symphony, and CFO Betsy Ward of MassMutual Machine Generated Transcript (unedited) Your Hosts | Brett Knowles & Jack Sweeney About Brett Knowles Brett is a long-time thought leader in the performance measurement space.

Planning 52

Planning Performance Measuring CFO Leadership 52

CFO Talks

MARCH 14, 2024

Link Performance Measures to Strategy: Aligning performance metrics with the company’s strategic goals is vital. The CFO should review and adjust the existing measurement systems to ensure they are driving the desired behaviors and outcomes.

CFO 40

CFO Performance Measuring Benchmarking Restructuring 40

Spreadym

MAY 10, 2023

It involves evaluating the impact of various "what-if" situations on financial flows projections, business performance measures, or outcomes. What-if analysis is a technique used in financial planning and decision-making business software to assess the potential outcomes of different scenarios or changes in variables.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Performance Measuring Prioritization 52

CFO Thought Leader

JUNE 1, 2023

Related Episode Content The Path to Unlocking Gross Margin Points | Dayton Kellenberger, CFO, Vendavo About Brett Knowles Brett is a long-time thought leader in the performance measurement space. His clients have been profiled in Harvard Business Review, Fortune, and Forbes. Share a comment or two with our resident thought leader.

Performance Measuring 52

Performance Measuring CFO Leadership Planning 52

Corporate Finance Associates

NOVEMBER 8, 2021

Better performance measurement capabilities would aid in achieving these objectives. The COVID-19 pandemic emphasized on the need to digitize business models. Organizations in the business services industry should focus on improving the agility along with cost-efficiency.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Performance Measuring Corporate Finance Finance 52

Spreadym

SEPTEMBER 19, 2023

Performance Measurement Budget: Budgets are primarily used to measure actual performance against planned performance. Forecast: Forecasts are not used for performance measurement in the same way as budgets.

Budgeting 59

Budgeting Forecasting Cash Flow Forecasting Benchmarking 59

Future CFO

FEBRUARY 16, 2022

83% of respondents said they would like mandatory reporting of ESG performance measures against global standards. That figure jumps to 68% of board chairs and non-executive board directors.

Performance Measuring 52

Performance Measuring Leadership Risk Management Economics 52

CFO Network

SEPTEMBER 13, 2021

Competitor research tends to focus solely on performance measures but benchmarking looks at the bigger picture and focuses on best practices. Benchmarking and reporting are not to be confused with competitor research. Benchmarking takes some of the ideas behind competitor research and takes them to the next level.

Benchmarking 78

Benchmarking Performance Measuring Technology Accounting 78

CFO Talks

MARCH 20, 2024

This involves collaborating with senior management to evaluate and execute strategies, implementing performance measurement frameworks, and ensuring accountability for results. They work to align the organization’s behavior with its strategic and financial goals.

CFO 52

CFO Compliance Performance Measuring Education 52

Future CFO

DECEMBER 14, 2020

Close to a third plans to raise the prominence of environmental (29%), social/employee (29%) and governance (31%) measures in their incentive plans in the coming year. Among the greatest challenges cited by respondents are target setting (46%), performance measure identification (37%) and performance measure definition (34%).

Performance Measuring 40

Performance Measuring Planning Economics Investments 40

Centage

SEPTEMBER 11, 2023

Learning from past variances and adjusting your budgets and strategies accordingly gives you the insight to consistently improve your company’s financial performance. Continuous Improvement Budget vs actuals analysis is a continuous process.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

PYMNTS

SEPTEMBER 14, 2020

If TracFone meets performance measures, it could get an additional $650 million in cash. Under the terms of the deal that is subject to approval from telecom and antitrust regulators, Verizon said the TracFone purchase will include about $3.1 billion in Verizon shares and $3.1 billion in cash.

Performance Measuring 56

Performance Measuring Communication Marketing 56

CFO Talks

MARCH 20, 2024

They work in tandem to develop and maintain performance measurements, with the Controller specifically tasked with reviewing control weaknesses. The Controller handles the intricate process of payroll and works to implement operational best practices. The duo contributes to financial analysis, with the CFO often spearheading this task.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

Spreadym

MAY 31, 2023

Performance Measurement : Strategic planning establishes performance metrics and indicators that allow companies to track their progress towards their goals. It provides a basis for evaluating performance and identifying areas for improvement. In spite the wide range of approaches its more common to use the following.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

PYMNTS

FEBRUARY 22, 2019

“Providing third party-verified performance measurement that is applied consistently throughout the industry delivers improved insight and transparency for those seeking to learn more about consumer credit – the asset class that LendingClub has helped deliver to the masses.”

Performance Measuring 49

Performance Measuring Communication Investments Technology 49

PYMNTS

MAY 28, 2020

Customer empathy and communication are key parts of the hiring and onboarding evaluation process; customer experience wins are celebrated, and key CX metrics are used to individual performance measurements and are tied to compensation.

Retail 57

Retail Performance Measuring Communication eCommerce 57

Spreadym

JUNE 27, 2023

Performance Measurement: Financial Planning and Analysis establishes performance metrics and key performance indicators (KPIs) to monitor and evaluate the organization's financial performance against set targets.

Financial Planning and Analysis (FP&A) 52

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

Boston Startup CFO

FEBRUARY 28, 2023

At the end of the day, KPIs answer the most important questions in performance measurement. It's important for startups to understand and apply the appropriate KPIs so that they can develop some experience in using them, from which they can derive real expertise. Are we meeting our goals? Are our customers satisfied?

Startups 52

Startups Performance Measuring Benchmarking Auditing 52

PYMNTS

NOVEMBER 8, 2017

The solution will also offer cash flow management, income forecasting, performance measuring and other features of its QuickBooks Capital solution. The company said it plans to tackle that friction and dissatisfaction through its lending solution. On average, small businesses need $25,000 in working capital, according to Intuit.

Performance Measuring 41

Performance Measuring Finance Forecasting Planning 41

PYMNTS

JUNE 3, 2016

At least that is the conclusion of a new performance measuring survey by Catchpoint Systems, whcih took a deep dive into the pages of the retailers that are setting the gold standard in quick load times. Clutter cutting. What Target, Apple and Walgreens had in common are lean sites with page weights under 2 megabytes.

Performance Measuring 40

Performance Measuring eCommerce Retail 40

PYMNTS

FEBRUARY 5, 2020

might take an Excel file out of a performance measurement system and upload the file to its bank. Typically, McGuire stated, a firm operating only in the U.S. However, the firm that expands to 12 countries might use its bank to send payments across international wires. That starts to get expensive quickly,” he said.

Invoicing 61

Invoicing Accounts Payable Foreign Exchange Currencies 61

Future CFO

DECEMBER 6, 2019

According to him, Unlike many other performance measures, the LIVA metric: • is not weighted in favour of firms that outperform relative to their size ensuring it is driven by companies with significant economic impact. values both profits and growth. Reflects the long-term value creation of a firm’s entire shareholder base. •

Net Present Value (NPV) 40

Net Present Value (NPV) Performance Measuring Economics Marketing 40

Spreadym

JUNE 8, 2023

Performance Measurement and Reporting: Establish key performance indicators (KPIs) and reporting mechanisms to monitor financial performance regularly. Financing and Capital Structure: Determine the appropriate mix of financing sources, such as equity, debt, or alternative funding options.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

PYMNTS

JUNE 6, 2017

The perks he believes that are derived straight from the ability to quickly sell items online include optimized supply chain management, targeting, consumer benefit overall, content and performance measurement.

Performance Measuring 40

Performance Measuring Retail Sales eCommerce 40

PYMNTS

APRIL 13, 2016

Increased focus on metrics, performance measures and data ownership and usage, along with the expansion of eProcurement and enterprise resource management systems, remain on the upward trend.” The implementation of eProcurement and ERP tools will continue to increase in the coming years, the report added.

Performance Measuring 40

Performance Measuring Invoicing Numbers Vendor Management 40

PYMNTS

AUGUST 3, 2016

It’s also able to measure various characteristic trends, risk and population volumes in order to determine true performance measures. And from there, here’s what the company’s assessment was able to conclude. The VantageScore 3.0

Performance Measuring 40

Performance Measuring Economics Accounting 40

CFA Institute

JANUARY 31, 2023

As portfolio managers, being able to show our investors — with data-driven evidence — that we know exactly what we are good at and the steps we are taking to improve goes a long way.

Performance Measuring 108

Performance Measuring Economics Investments 108

CFA Institute

OCTOBER 25, 2022

Not all traditional investment management techniques are applicable to digital assets, but sector breakdowns, DCF models, and risk factor modeling are solid starting points.

Investments 116

Investments Performance Measuring Risk Management Economics 116

CFA Institute

MAY 24, 2022

"You don't have to be right to make money [valuing companies]," Aswath Damodaran says. You just have to be less wrong than everybody else.”.

Performance Measuring 144

Performance Measuring Risk Management Valuation Economics 144

CFA Institute

JUNE 3, 2022

To test the Sharpe Ratio’s effectiveness, we constructed monthly return distributions for global stock market indices to see if any had too much skewness.

Construction 136

Construction Marketing Performance Measuring Risk Management 136

CFA Institute

JANUARY 30, 2023

Is there a relationship between where bitcoin is mined and how the performance of the local equity markets correlated with bitcoin prices?

Marketing 115

Marketing Performance Measuring Economics Investments 115

CFA Institute

APRIL 10, 2023

Retirement, like life, is fundamentally uncertain. That's why we need to provide clients with more context about what missing their retirement-income goals might look like.

Planning 94

Planning Performance Measuring Risk Management Economics 94

CFA Institute

MAY 24, 2022

The capital asset pricing model (CAPM) is a marvel of economic scholarship. The problem is that it doesn’t always work in practice. So, we fixed it.

Marketing 133

Marketing Economics Performance Measuring Risk Management 133

CFA Institute

APRIL 29, 2022

"If we thought of the equity premium as a fear premium," Rob Arnott says, "a lot of the so-called anomalies that we’ve talked about would not be anomalies at all.".

Marketing 122

Marketing Performance Measuring Risk Management Economics 122