Centage

OCTOBER 23, 2023

Your teams have spent months creating, adjusting, re-creating, and finalizing your budget for the next year. You’re finally ready to bring your annual budget presentation to the board. More likely, these are extra details that will take up valuable time in your budget presentation. Or are you? Can you pay the bills?

Budgeting 52

Budgeting Strategic Planning Forecasting Planning 52

CFO News Room

JANUARY 25, 2023

If you have a bigger budget, I would try to emulate Professor Andrew Lo , who described his astounding set up for teaching last year.) In these last two years, I have learned a lot about online teaching and I hope that learning makes me a better teacher, both online and in the classroom.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

CFO News Room

JANUARY 24, 2023

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world. I was a believer in big data and crowd wisdom, well before those terms were even invented. Don’t get me wrong!

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

Centage

DECEMBER 15, 2022

Often, CFOs and executive teams put together a plan that represents a snapshot of what they believe will happen, based on the best data they have available at the time. Every company wants to know about variances as soon as they occur so they can either exploit unexpected opportunities or take steps to mitigate losses.

Financial Reporting 98

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

Barry Ritholtz

DECEMBER 7, 2022

Using context and framing allows you to see the nuance, which leads to better decision-making. But I never want to lose touch with how Main Street feels about market activity, especially during periods of sell-offs and higher volatility. Some were organic, others modern, some intuitive, some rely on data analysis. January 2008).

Data Analysis 111

Data Analysis Entertainment Advertising Economics 111

CFO News Room

JANUARY 19, 2023

As Robinhood has become increasingly popular among investors and traders, the question of whether or not it is a safe platform for trading has come under scrutiny. It was founded in 2013 by two Stanford roommates, Baiju Bhatt and Vlad Tenev, who wanted to make investing simpler and more accessible to everyone.

Profit and Loss 130

Profit and Loss Securities Nonprofit Investments 130

Centage

APRIL 4, 2023

A profitability ratio used by analysts and investors, profit margin, helps reveal whether a business is making or losing money. Improve Efficiency If you want to maximize profit margins, increasing operational efficiency is the first step. Another way to optimize costs is to look at your customers themselves.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Prioritization 98

Barry Ritholtz

SEPTEMBER 7, 2022

A Wealth of Common Sense ) see also Your guide to ‘good news is bad news’ and ‘bad news is good news’ High inflation has made for unusual times. The ESG Crown Is Slipping, and It’s Mostly the Fund Industry’s Own Fault : Plain-vanilla stock and bond funds are doing better than the socially responsible ones.

Healthcare 117

Healthcare Education Marketing Numbers 117

Musings on Markets

OCTOBER 12, 2023

It is human nature to want to make the world a better place, but does impact investing have the impact that it aims to create? The second is that impact investors have good intentions, aiming to make a positive difference in the world. That is the question that I hope to address in this post.

Investments 82

Investments Marketing Accounting Numbers 82

Musings on Markets

SEPTEMBER 14, 2021

Last year, I wrote a post on ESG and explained why I was skeptical about the claims made by advocates about the benefits it would bring to companies, investors and society. The starting point for the ESG argument is the premise that we can come up with measures of goodness that can then be targeted by corporate managers and used by investors.

Investments 99

Investments Marketing Accounting Sales 99

Barry Ritholtz

AUGUST 8, 2023

I love FRED — I am a big user of their charts and data (and even their swag ). Investors want a crystal ball that can tell them what is going to happen. In the mind’s eye, we are all younger, better looking, slimmer, with more hair than the camera reveals.

Forecasting 98

Forecasting Construction Economics Communication 98

Centage

MARCH 30, 2022

However, as a small business owner, you might not realize all the ways in which cash can impact your organization for the long haul. Without cash, your business may struggle to purchase supplies, pay worker salaries, and even keep the lights on. If you want your business to stay profitable, careful cash flow management is vital.

Cash Flow Forecasting 98

Cash Flow Forecasting Forecasting Data Analysis Planning 98

Centage

SEPTEMBER 5, 2023

A profitability ratio used by analysts and investors, profit margin, helps reveal whether a business is making or losing money. With that said, it’s important to gain a greater understanding of your profitability which requires more analysis than a financial statement and a balance sheet. Then divide that by your revenue.

Financial Planning and Analysis (FP&A) 52

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

Nerd's Eye View

DECEMBER 25, 2023

And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!). Read More.

Practice Management 80

Practice Management Tax Planning Planning Securities 80

Musings on Markets

NOVEMBER 15, 2022

I started by examining corporate governance , or its absence, and argued that some of the frustration that investors in Facebook feel about their views being ignored can be traced to a choice that they made early to give up the power to change management, by acquiescing to dual class shares.

Valuation 90

Valuation Advertising Numbers Investments 90

Barry Ritholtz

OCTOBER 21, 2022

Meaning, what investors imagine as the most likely outcomes are all over the map. How do you pack your small carry-on bag for that weekend ? The answer probably is you don’t want to go on that trip. They make gains only to give them back, or they sell off hard only to subsequently regain the losses.

Forecasting 117

Forecasting Construction Budgeting Marketing 117

Jedox Finance

SEPTEMBER 6, 2022

release makes the “big” and “little” things easier for you to report business progress, run routine tasks, and adapt models to your current market dynamics. You can now improve reporting by including “waterfall” charts, popular with both management and investors as they are able to quickly see how the business, or a project, is doing.

Planning 52

Planning Profit and Loss Forecasting Financial Analysis 52

Spreadym

JUNE 8, 2023

Forecasting A forecast is an estimate or prediction of future financial outcomes based on historical data, trends, and relevant factors. Here are the key steps involved in budgeting: Establish Financial Goals: Determine the financial objectives you want to achieve, such as saving for a down payment, paying off debt, or starting a business.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

CFO Thought Leader

SEPTEMBER 17, 2023

When Charly Kevers took his mentor’s advice and swapped a corporate development role at Hewlett-Packard for a tour of duty as a director of HP’s investor relations arm, he looked forward to tackling a variety of IR requisites, including crafting the messaging that follows a change at the top.

CFO 52

CFO General Ledger Finance Communication 52

Barry Ritholtz

SEPTEMBER 7, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. She is also chair of the fixed income and data services at ICE, Intercontinental Exchange. So IBM, I’m sort of jumping ahead in the story, you began your career in Computer Science is coding on a Commodore 64. That’s fair. RITHOLTZ: Right.

Communication 117

Communication Marketing Math Technology 117

Cube Software

MAY 11, 2023

The answers—based on different sources of data like market research or historical sales information—guide internal decision-making to promote regular, sustainable growth as well as create contingency plans for worst-case or best-case scenarios. Instead of silly sentences, you get a glimpse into your company's financial future.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

Musings on Markets

JANUARY 8, 2022

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world. I was a believer in big data and crowd wisdom, well before those terms were even invented. Don't get me wrong!

Valuation 91

Valuation Corporate Finance Currencies Finance 91

CFO Talks

JUNE 8, 2022

Determine your focus and provide the assurances and disclosures needed to go along with them. CFOs will be expected to provide a robust ESG audit trail to boost investor confidence in the near future, including underlying assumptions, models, and a paper trail of the internal controls underpinning the information provided.

CFO 52

CFO IFRS Education Auditing 52

CFO Thought Leader

APRIL 11, 2023

The opportunity to be sort of at the epicenter of these events really allowed me to form my risk assessment as a CFO and be able to better assess where we are on any given business cycle,” comments Chrnelich, who was working for Lehman Brothers when the investment house collapsed in 2008. It’s just your firm and their firm.

CFO 52

CFO Communication Numbers Finance 52

VCFO

MARCH 2, 2023

It requires a shared view of where the business wants to be in the future, steadfast strategic focus, and the ability to assess progress and potential course corrections at any given time. A good CFO will guide business owners and leaders in first answering key questions such as, “Where do you want the business to be in 3/5/10 years?”

Strategic Planning 64

Strategic Planning CFO Budgeting Planning 64

Future CFO

MARCH 1, 2023

The business needs faster, more accurate data to make better decisions about everything from pricing and products to investor and customer sentiment.” Data-driven metrics : The metrics you choose should be easily measurable, with data that is readily available. Simplicity is key when it comes to selecting metrics.

Finance 91

Finance Benchmarking Compliance SAP 91

Onplan

DECEMBER 16, 2021

Staying on top of your cash flow helps you figure out how long your funds will last so you can make smart decisions about where to invest and where to pare back your spend. A cash flow forecast is an estimate of the money you expect to flow in and out of your company. How do you prepare a cash flow forecast?

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Investments 52

Onplan

DECEMBER 16, 2021

Staying on top of your cash flow helps you figure out how long your funds will last so you can make smart decisions about where to invest and where to pare back your spend. A cash flow forecast is an estimate of the money you expect to flow in and out of your company. How do you prepare a cash flow forecast?

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Investments 52

VCFO

JULY 15, 2022

Constrained Capital Resources – Because Reserve Based Lending (RBL) institutions and debt investors are seeing less exposure in the upstream oil and gas sector, fewer of them are lending dollars to companies in the OFS space. Firm Up Financials – Investors want confidence in those they lend to.

Restructuring 73

Restructuring Prioritization Auditing Transportation 73

PYMNTS

JUNE 25, 2020

For homebuyers, Unison allows them to take on the level of debt they are most comfortable with and then turn to Unison as an equity partner or a co-investor that will pick up a piece of the purchase price of the house, in return for a share of its future value. There’s where your work is, where your shopping center is.

Economics 102

Economics Investments Finance Construction 102

The Finance Weekly

SEPTEMBER 10, 2023

The data in a company's financial statements is crucial for corporate accounting. It's examined by management, investors, and lenders to understand the company's , finances and calculate important financial ratios. The cash flow statement does a few important things: It shows how your cash went up or down.

Finance 52

Finance Financial Modeling Forecasting Concentration 52

Barry Ritholtz

OCTOBER 24, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? RITHOLTZ: You said, I know, I want to run assets. NORTON: I’ve read that investors are really marked by the environment in which they kind of come of age.

Investments 52

Investments Valuation Benchmarking Marketing 52

PYMNTS

OCTOBER 16, 2019

San Francisco-based Layer1 announced that it has raised $50 million from investors including Peter Thiel, Shasta Ventures, and various crypto industry leaders. Data shows that the top five known mining pools are all based in China. “We In other news, data from Hard Fork shows that bitcoin transaction fees have now exceeded $1 billion.

Startups 46

Startups Currencies Education Finance 46

CFO News Room

JANUARY 9, 2023

The happy talk of 2021, where many policy makers and investors were dismissive of its emergence, attributing it almost entirely to the COVID recover and supply chain problems, has largely faded and a grim acceptance has set in that we have an inflation problem, the solution to which may be perhaps as painful as the problem.

Treasury 130

Treasury Valuation Currencies Forecasting 130

Barry Ritholtz

SEPTEMBER 19, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. Let’s delve into that, starting with your background. And it was kind of this idea that you would share your bookmarks with others, because bookmarks were kind of an indication of something that was actually interesting on the Internet.

Valuation 117

Valuation Investments Marketing Technology 117

PYMNTS

NOVEMBER 3, 2020

In a months-long series of interviews and fireside chats conducted and hosted by PYMNTS, payments executives, investors, bankers and economists weighed in on where we’ve been — and where we must go. In a nutshell: Companies (and even consumers) “hire” goods or services to get where they want to go, to make progress, to satisfy goals.

B2B 82

B2B Treasury Accounts Payable Communication 82

VCFO

NOVEMBER 4, 2022

What’s critical to understand today is that the intensity of the environmental factors we now face is going to be matched by a similarly intense and concentrated period of businesses changing positions along this continuum – some for the better, and some for the worse. Positioning Your Financial Profile. Resolution will be a Reality.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77