VCFO

JULY 15, 2022

For small- to medium-sized oilfield services companies in the United States, the financial impacts of the pandemic, competitive pressures, and a range of recent disruptors have made it incredibly tough to stay healthy. The good news about the majority of the challenges in the OFS sector is that they affect virtually every organization.

Restructuring 73

Restructuring Prioritization Auditing Transportation 73

The Charity CFO

MARCH 24, 2022

Fraud losses in the charitable industry destroy an organization’s reputation, future financing opportunities, and capacity to carry out its mission. Nonprofit fraud impacts nearly one in five nonprofit organizations, according to some estimates. . As a result, they suspended all payments to the organization. .

Nonprofit 98

Nonprofit Profit and Loss Auditing Leadership 98

PYMNTS

JANUARY 30, 2020

Big corporations and small to medium-sized businesses (SMBs) all struggle with expenses, and must address leaks and mishaps before they become accounting nightmares. SMBs and owners often serve as both CEO and CFO, which means everything is their problem. But there are other types of unwanted friction in finance.

Reconciliations 52

Reconciliations B2B Accounting Invoicing 52

PYMNTS

JANUARY 3, 2019

That’s because those threats are relatively localized, and don’t take into account the risk of hackers (especially those backed by organized militaries and nation-states) taking down key infrastructures. Physical threats to our country, we can comprehend,” Baich said. It is a battle that we can win?” asked Webster.

Risk Management 67

Risk Management Prioritization Securities Construction 67

PYMNTS

MARCH 19, 2018

The data, then, serves as a signpost to higher sales and profit. Data needs protection , however, a key desire of consumers who may be wary and weary of aggressive marketing. And the trust operates in a B2B capacity, he told Webster, stating that “we are not a consumer-facing entity.”.

Compliance 49

Compliance B2B Leverage Securities 49

PYMNTS

JUNE 17, 2019

FPS aims to enable users to make instant person-to-person (P2P) transfers using personal identifiers like mobile phone numbers, including between two parties who belong to different banks. The rise of smartphone technology will only serve to further expand participants in Russia’s financial services landscape, according Protopopov.

Banking 80

Banking B2B Numbers Technology 80

CFO News Room

FEBRUARY 2, 2022

But I know there’s a whole other dimension to this that we are rarely really trained in in any particular way, which is just how to actually help clients handle just the transition of the money to the next generation and having that go well. Author: Michael Kitces. Team Kitces. ” is pretty much what it comes down to.

Communication 130

Communication Planning Education Numbers 130

PYMNTS

MAY 29, 2020

We have deep dives on Main Street’s digital shift, ATM innovation and PPP loans. FIs Or FinTechs: Who Will Power Banking’s Big Digital Shift? Companies that didn’t have online shopping channels couldn’t sell their products, while eateries that didn’t provide online ordering for delivery or pickup couldn’t serve their diners.

Banking 52

Banking Healthcare Retail Treasury 52

PYMNTS

JULY 19, 2018

The company was founded in 2006 and sells Software-as-a-Service (SaaS) workforce tools designed for businesses not typically served by enterprise SaaS spend management solutions. We tend to focus on the time savings more than anything,” he said, describing his pitch to potential clients. Spend Management Change. Time is money.

Construction 44

Construction Entertainment Invoicing Budgeting 44

PYMNTS

AUGUST 12, 2020

To gauge the economic health and vitality of local economies, one need look no further than the financial stability of the small and medium-sized businesses that line the main streets and side streets of communities across the nation. This is what we learned.

Sales 73

Sales Economics Invoicing Technology 73

PYMNTS

SEPTEMBER 3, 2018

It’s a matter of some confusion and debate about who first came up with the concept. Most people credit the idea to Late Night writer Randy Cohen, who claims the inspiration first came care of Cosmopolitan Magazine and an article rating the top 10 sexiest men over 60. The Top 10 List retired with David Letterman in May of 2015.

Sales 40

Sales Forecasting CFO Banking 40

Barry Ritholtz

JANUARY 30, 2024

I, if you want to see someone who’s been immersed in branding and media and marketing for a whole career, it’s harder to find somebody with Sarah’s breadth of experience. I’ve been looking forward to this since we started chatting. And what audience you served. What was that? That’s right.

Investments 56

Investments Technology Leadership Marketing 56

Barry Ritholtz

OCTOBER 31, 2023

One of the interesting aspects of the firm is that it was a public company At one point in the 1970s, the company went private in 1979 and we became a partnership, 29 original partners. We were originally very equity heavy back in the day, and we made a lot of investments on the fixed income side. When did you join Wellington?

Investments 60

Investments Marketing Numbers Valuation 60

Centage

SEPTEMBER 13, 2022

Your business can use historical and recent business performance with the recurrent business cycle and seasonal trends to predict your organization’s financial performance in various scenarios. Forecast vs. Budget Though similar, a budget and a forecast serve different purposes. Our forecasting software makes it easier.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

PYMNTS

MAY 7, 2020

That’s Visa Senior Vice President and Global Head of FinTech Terry Angelos reflecting on the impact of the rapid shift to digital for consumers and businesses around the globe who en masse began living many aspects of their personal and business lives in a mostly digital world — literally all at once, overnight. In the U.S.,

Currencies 95

Currencies Startups Education B2B 95

PYMNTS

MAY 1, 2020

Treasury, the banks approved to process PPP loans and the small- to medium-sized businesses (SMBs) clamoring for those funds was to get as many applications completed, approved and funds distributed as possible — and as quickly as possible. million for the micro-businesses they serve into the queue and approved. Moving Forward

Treasury 75

Treasury Auditing Restructuring Nonprofit 75

PYMNTS

JULY 1, 2019

Between the big news about Libra and the segment-wide spin-up for Prime Day in two weeks, one might have assumed we have hit something of a lull between news events, if for no other reason than to let the big payments and commerce players catch a breather. The strategy, simply put, is to scale that ever more globally.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Accounting Construction Securities 40

PYMNTS

JUNE 22, 2020

The organization expected to make close to $10 million in loans every month, serving 3,000 to 4,000 small- to medium-sized businesses (SMBs). I think we’re seeing [short-term stability] with all the liquidity that was pumped primarily into unemployment, and also into businesses that got the PPP,” Urrutia said.

Nonprofit 98

Nonprofit Economics Banking Leverage 98

CFO News Room

DECEMBER 3, 2022

This increased demand could be particularly acute among younger investors (who might be experiencing an inflationary environment and sustained market downturn for the first time) and those nearing retirement (who might seek professional guidance to ensure their retirement plan is secure).

Communication 130

Communication Investments Planning Marketing 130

Centage

SEPTEMBER 13, 2022

Your business can use historical and recent business performance with the recurrent business cycle and seasonal trends to predict your organization’s financial performance in various scenarios. Though similar, a budget and a forecast serve different purposes. The sum of these three areas is known as net cash flow.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MARCH 20, 2018

In addition to the standard numbers-crunching and tax filing, accountants are expected to serve as strategic advisors to small business clients. We take that very seriously.”. But it’s true that technology – and the automation that comes with it – is changing the role of the accountant “as we know it,” the executive added.

Accounting 47

Accounting Technology Risk Management Forecasting 47

Barry Ritholtz

SEPTEMBER 26, 2023

But here you have the guy who is part of the team running the fund day-to-day, right into the teeth of the collapse of the financial markets. What was it like working with Art Sandberg and, and some of the other really, you know, storied people who worked there? Sometimes size gets in the way of performance, not in this case.

Investments 52

Investments Economics Banking Construction 52

Barry Ritholtz

APRIL 18, 2023

It sounds like a good background for someone who eventually ends up buying companies. I had never been to New York City till I was, I think, 20 years old, and I had some roommates who grew up in New York City who’ve gone to Dalton High School here, so completely different world. It was about $3 billion in total size.

Investments 60

Investments Valuation Marketing Currencies 60

Onplan

NOVEMBER 30, 2022

Best for — The type and size of organization that can most benefit from the software. Weighing the advantages and the disadvantages of each vendor will help you and your organization narrow down the best option for your particular needs, and our guide intends to help you do that. So, what is the best FP&A software?

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

APRIL 25, 2023

He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. A couple of years before we launched, we were exploring merging with somebody. We retained your firm. HAMBURGER: — we participated in the same investment.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

Barry Ritholtz

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

Treasury 56

Treasury Marketing Economics Banking 56

CFO News Room

JANUARY 12, 2023

His message was one of “the audacity of hope” and a conviction that we are more united as a country than we are divided. And as we know too well, there is nothing original about their demagoguery. I mean, who wouldn’t trust a Democrat lawyer?). John Kerry at the DNC convention in Boston. In his inaugural address, Gov.

Economics 130

Economics Numbers Nonprofit Accounting 130