CFO Strategic Partners

MARCH 28, 2025

She has proven success in revenue growth, driving profitability, operational excellence, enterprise processes, risk management, team building/leadership, financial strategies, buy side and sell side transactions, capital raises, and business turnarounds. “We Susan Crisci has more than 25 years of experience in finance and operations.

Auditing 52

Auditing Leadership CFO Compliance 52

Global Finance

DECEMBER 6, 2024

As the Federal Reserve embarks on a rate-cutting cycle, we anticipate a gradual decline in US Treasury rates, which could support equity valuations and enhance the appeal of income-oriented strategies. GF: How does the evolving interest rates play into this scenario? Frame: Its a critical factor.

Banking 52

Banking Communication Strategic Planning Leverage 52

E78 Partners

MARCH 21, 2025

Often, it results in a premium valuation due to strategic synergies between the acquiring company and the PortCo. Strong EBITDA growth and revenue expansion increase valuation multiples, leading to higher exit proceeds. Strong portfolio companies create synergies across industries, improving market influence.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Valuation Investments 52

PWC UK

JULY 21, 2021

Systems - Are your contract capture, valuation and reporting systems fit for purpose and do they support your wider ESG reporting? Value chain - How comfortable are you that you can accurately measure your carbon footprint? Is the source of certificates and nature of the underlying abatement projects consistent with your ESG strategy?

Risk Management 52

Risk Management Transportation Valuation Marketing 52

Global Finance

DECEMBER 9, 2024

Paula Leynes Felipe, Regional Manager, Upstream and Advisory, Eastern and Southern Africa, Financial Institutions Group, International Finance Corporation. She led the Risk Management Practice Group in IFC Asia prior to her mangerial role in Africa. And now they want to delist.

Marketing 98

Marketing Banking Finance Profit and Loss 98

E78 Partners

NOVEMBER 26, 2024

At this time, consultants can work with leadership to create a roadmap for value creation, addressing areas such as operational improvements, revenue growth, and risk management. Consulting support is also invaluable during transitional phases, such as after an acquisition, when an in-depth operational and financial strategy is needed.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

E78 Partners

MARCH 3, 2025

Strong public market valuations in key sectorsespecially technology and healthcareare attracting growth-driven businesses. Enhance Treasury and Risk Management Functions: Prepare for public company treasury operations, including investor relations and cash management.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

FEBRUARY 9, 2025

This means highlighting the potential financial impact of a cyberattack, such as lost revenue, damage to reputation, and regulatory fines, which can significantly impact the company's valuation. The second one is the MAS technology risk management guidelines issued to all financial institutions."

Investments 52

Investments Profit and Loss Securities Risk Management 52

Future CFO

FEBRUARY 7, 2024

Treasurers need a comprehensive understanding of their exposures, including global risks and counterparty risks. The events such as the Silicon Valley Bank situation serve as reminders for companies to proactively address risks and strengthen risk management policies.

Treasury 105

Treasury Technology Cash Flow Forecasting Leverage 105

PYMNTS

APRIL 2, 2020

Big Data analytics reached a market valuation of $29.87 It is key to risk management functions, which entail assessing the likelihood that any given transaction could be fraudulent or present a credit risk. One of the most powerful tools in the financial sector is data analytics. Data Analytics Behind the Scenes.

Banking 94

Banking Risk Management Credit Risk Advertising 94

PYMNTS

NOVEMBER 24, 2020

Mitsui Sumitomo is one of the best when it comes to risk management and shares our desire to leverage data and analytics to create better outcomes for homeowners,” said Assaf Wand , CEO and co-founder of Hippo. Hippo also raised $150 million in July, which brought its valuation to $1.5 billion at that time.

Investments 69

Investments Valuation Risk Management Leverage 69

Bramasol

JUNE 10, 2022

Either method enables companies to perform valuations and closing preparations for particular company codes according to required accounting principles for specific countries or locales, while still maintaining the ability to roll-up everything for enterprise-wide management. Treasury and Risk Management (TRM).

Accounting Principles 90

Accounting Principles IFRS Accounting SAP 90

Trade Credit & Liquidity Management

APRIL 22, 2025

Photo by Jim Chen on Unsplash ) The sale of Worldpay aims to monetize FIS' stake at an attractive valuation and replace it with recurring, high-margin revenues. It is expected that FIS and Global Payments will continue to collaborate to offer combined solutions (core banking, risk management, merchant services) globally.

Valuation 52

Valuation Risk Management eCommerce Banking 52

Strategic Treasurer

SEPTEMBER 1, 2022

Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to discuss market risk. They cover what market risk is, the various types, how it’s used, and how it can impact valuations. Listen in and learn a little bit about market risk. Host: Jason Campbell, Strategic Treasurer. Explore All Episodes.

Marketing 52

Marketing Treasury Valuation Risk Management 52

Future CFO

MARCH 23, 2023

This applies particularly when liquidity is tightening sharply and when unrealised valuation losses on asset holdings could be realised if a deposit run forced banks to sell assets, the credit rating agency said. Support for smaller banks may be more variable, the firm noted. “If

Banking 52

Banking Valuation Concentration Risk Management 52

Future CFO

JANUARY 15, 2024

As leaders of the finance function, chief financial officers must be on top of the topic for better decision-making and risk management. Organisations have to understand ESG not merely for compliance or risk management, but as an opportunity to explore new opportunities or adapt their business models.

Risk Management 52

Risk Management Compliance Valuation Finance 52

PYMNTS

JULY 27, 2020

Australia and Singapore … rolling out Revolut’s banking operations in Europe … strengthening risk management and compliance … multiple new product launches … $580m in new equity … and customer base up around 2.5x!” The investor was TSG Capital Partners, according to TechCrunch.

Valuation 56

Valuation Risk Management Leadership Compliance 56

CFA Institute

NOVEMBER 3, 2020

Is it a dot-com déjà vu for tech stock valuations? Maybe not.

Valuation 52

Valuation Performance Measuring Risk Management Economics 52

CFA Institute

JANUARY 13, 2025

Discounted cash flow valuation offers a tempting sense of numerical clarity, but 80% of that “value” can rest on uncertain terminal assumptions. Fragile, indeed.

Valuation 52

Valuation Financial Analysis Risk Management Economics 52

Global Finance

OCTOBER 9, 2024

Additionally, many incumbent firms are restructuring by spinning off their payments divisions into standalone entities to capture higher valuations. Today, they’re dealing with many small counterparties, and they may or may not necessarily have the wherewithal to manage that risk,” she says.

Mergers and Acquisitions (M&A) 100

Mergers and Acquisitions (M&A) Startups Banking Treasury 100

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. With no further ado, my interview of GCM’s Ken Tropin.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Marketing 122

PYMNTS

AUGUST 29, 2018

Rather than allow the value of foreign holdings to slide with the FX rate, companies with money tied up in foreign currencies can take steps to soften the impact of currency valuations like the one that followed Brexit. market were performed by automated systems rather than human traders.

Currencies 40

Currencies Risk Management Valuation Marketing 40

PYMNTS

SEPTEMBER 30, 2016

Kyriba plans to use the funding to focus on product innovation and to strengthen capabilities around risk management, supply chain and cash management and bank connectivity, it revealed. According to reports, the corporate eLearning industry is on par to hit a $31 billion valuation by the end of the decade. FTV Capital.

B2B 70

B2B Treasury Startups Cash Management 70

The Finance Weekly

JUNE 7, 2022

Vendor risk management must garner more attention because companies operate in an interconnected corporate landscape, and security is only as strong as its weakest link. Inadequate risk management, governance, and compliance. Great exposures. Almost every enterprise has moved to the cloud in one form or another.

Compliance 52

Compliance Risk Management Securities Prioritization 52

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Some people find investment banking, controllers, tax managers, and valuation analysts to be the most challenging, while others find corporate finance more difficult.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

E78 Partners

NOVEMBER 26, 2024

At this time, consultants can work with leadership to create a roadmap for value creation, addressing areas such as operational improvements, revenue growth, and risk management. Consulting support is also invaluable during transitional phases, such as after an acquisition, when an in-depth operational and financial strategy is needed.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

E78 Partners

NOVEMBER 26, 2024

At this time, consultants can work with leadership to create a roadmap for value creation, addressing areas such as operational improvements, revenue growth, and risk management. Consulting support is also invaluable during transitional phases, such as after an acquisition, when an in-depth operational and financial strategy is needed.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

Barry Ritholtz

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. 00:27:56 [Speaker Changed] So let’s talk a little bit about risk management.

Concentration 52

Concentration Investments Benchmarking CFO 52

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 145

Performance Measuring Risk Management Valuation Economics 145

PYMNTS

OCTOBER 23, 2020

Its cap table management solution targets startups to offer investor information and maintain ownership records. But now companies are waiting 10 years, and the valuation is bigger and the equity needs are more complex.". Traditionally, a company might go public within a few years," company Founder Yin Wu told the publication.

B2B 63

B2B Startups Accounts Payable Compliance 63

Global Finance

JUNE 9, 2025

BTG Pactual also retains the option to invest an additional R$1 million in the startups’ next funding round, with a 25% discount on the round’s valuation. Process optimization, improved customer service, automated risk management, automated fraud detection, and improved regulatory compliance are all areas of focus.

Startups 52

Startups Banking Compliance Investments 52

PYMNTS

AUGUST 29, 2018

Enter the PYMNTS International Payments Playbook, a collaborative series developed in conjunction with Cambridge Global Payments , that delves into the complexities of managing an FX portfolio. Key Findings Include: More than 75 percent of all U.S. stock market trades were made using algorithms in 2014.

Currencies 40

Currencies Quantitative Data Valuation Economics 40

CFA Institute

DECEMBER 2, 2021

Joachim Klement, CFA, expects inflation to fall. But that doesn't stop him from asking, What if I'm wrong?

Performance Measuring 98

Performance Measuring Risk Management Valuation Economics 98

CFA Institute

DECEMBER 26, 2021

What articles most resonated with readers in 2021? Aswath Damodaran on the COVID crucible, career tips from Eric Sim, CFA, and more.

Performance Measuring 98

Performance Measuring Risk Management Valuation Communication 98

PYMNTS

OCTOBER 1, 2018

Its stock popped 56 percent in the first day of trading, leaving the company’s post-IPO valuation at $8.6 “Advisers who adjust their valuation processes to boost results are in breach of their duties to investors.”. Within five days of that IPO, LendingClub’s value had grown to $10 billion. The Problems and the Reformation.

Valuation 54

Valuation Startups Banking CFO 54

Future CFO

SEPTEMBER 16, 2020

Covid-19 would test the quality of judgements made by accountants, during this uncertain period, as valuations and projections of the organisation’s viability to continue as a going-concern must be assessed objectively. Besides operational issues, there are also technical issues.

Finance 40

Finance Compliance Accounting Valuation 40

Future CFO

NOVEMBER 30, 2020

In risk management, text analytics can help classify transactions into “high risk”, “medium risk” and “low risk” using classification methods like decision trees, k nearest neighbours and neural networks to analyse historical records. and “What is the mode of payment?”,

Accounting 40

Accounting Finance Education Communication 40