CFO Simplified

JUNE 13, 2022

But even now, I recognize that just because I got an education and training in a particular field doesn’t mean that I need to stay there. Strategic planning, Human Resources, Product Development, Sales, Marketing, Customer Service, Accounting and Finance, IT – and that’s not all. . That’s even more true today than it was 50 years ago.

Concentration 52

Concentration Strategic Planning Education CFO 52

Future CFO

SEPTEMBER 10, 2023

Chote Kiatruangamala Chote Kiatruangamala , finance director at Supernap (Thailand) , noted that during 2022, with the global inflation many firms had to downsize and realign themselves more closely to their business volumes while concentrating on improving cash flow.

CFO 98

CFO Finance Leadership Concentration 98

PYMNTS

SEPTEMBER 20, 2017

Flywire’s success has been based on a few core concentrations, said Massaro – namely pricing, with attendant analytics, which he said give indications of fair and reasonable pricing defined on a market-by-market basis in education (also healthcare). Other verticals are bearing fruit.

Education 45

Education Concentration Healthcare Treasury 45

CFO Share

APRIL 11, 2024

Counter-intuitively, an outsourced bookkeeping service reduces the risk of fraud by adding more oversight and best-practices to your accounting processes. Beyond security, there are other reasons “do it yourself accounting” hurts your business. The entry-point for hackers – your vendor’s email accounts – are beyond your control.

Securities 52

Securities CFO Invoicing Education 52

Future CFO

AUGUST 3, 2023

The Americas accounted for the largest share of VC investment with $42.9 Highlights of global VC investment: Q2’23 Global Corporate Venture Capital-participating investment was also slow in Q2’23, accounting for $39.7 Global first-time VC financing remained weak in H1’23, accounting for just $17.1 billion in Q1’23.

Investments 52

Investments Concentration Startups Education 52

PYMNTS

OCTOBER 20, 2017

In a press release, Flywire said that with the addition of Trustly, Flywire clients can offer their international customers a fast and easy way to pay directly from their bank accounts. Citing research from Datamonitor, Flywire said 93 percent of European consumers use their bank accounts as their main funding source.

Healthcare 43

Healthcare Concentration Education Accounting 43

Global Finance

SEPTEMBER 9, 2024

While China does seem to produce more total research in terms of papers and is leading in patents—accounting for 61.1% AI’s positive impact will be concentrated, initially, “in a limited number of sectors.” “Virtually all major industrial AI labs are headquartered in the United States,” adds Maslej.

Economics 111

Economics Construction Leverage Technology 111

PYMNTS

FEBRUARY 4, 2020

And one report notes that “without accounting for GHG emissions from land use change, the carbon footprint of food produced and not eaten is estimated to 3.3 And in addition to connecting shoppers with retailers that have surplus food, FoodHero will also seek to educate consumers about reducing waste in their homes.

Concentration 57

Concentration Retail Education Forecasting 57

E78 Partners

SEPTEMBER 17, 2024

During this growth phase, organizations must establish essential departments like accounting, IT, and HR, which, although not directly generating revenue, are vital for supporting the organization’s overall operations and continued growth. These departments are critical for attracting and retaining top quality personnel.

Healthcare 52

Healthcare Compliance Concentration Securities 52

E78 Partners

SEPTEMBER 17, 2024

During this growth phase, organizations must establish essential departments like accounting, IT, and HR, which, although not directly generating revenue, are vital for supporting the organization’s overall operations and continued growth. These departments are critical for attracting and retaining top quality personnel.

Healthcare 52

Healthcare Compliance Concentration Securities 52

PYMNTS

OCTOBER 29, 2018

TAO, which stands for Therapy Assistance Online, offers subscribers access to screening services, video conferencing with mental health professionals, educational modules, gamified tools and other interactive resources that can be accessed via smartphone. Subscription plans can be purchased as either a monthly or yearly plan. “An

B2C 55

B2C Education Concentration B2B 55

The Finance Weekly

MAY 5, 2024

On the other hand, revenue planning concentrates on the actual inflow of money into the company, facilitating the allocation of funds for expenditures and investments over a certain period. Enhances the organization's overall operational effectiveness through recruitment, education, and managing skills.

Planning 72

Planning Sales Forecasting Strategic Planning 72

The Finance Weekly

AUGUST 5, 2023

Your Future in FP&A: Navigating the Varied Career Paths Typically, , Financial Planning and Analysis are integral parts of a comprehensive financial management system, which also includes accounting, revenue and cash flow management , governance, risk, and compliance (GRC), along with other core financial processes.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

JUNE 2, 2022

An affinity for accounting leads to a globe-trotting career. 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. CFO Talks is a brand of the South African Institute of Business Accountants.

Auditing 52

Auditing Education Investments Construction 52

Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. This may involve contributing to retirement accounts (e.g.,

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

PYMNTS

AUGUST 16, 2016

A study by McKinsey&Company on the grocery trade and consumers stated that “ecosystems in emerging markets are partly shaped by players that can concentrate and coordinate a critical mass of what otherwise is a complex set of routes to market.” One of those routes to market is the availability of cash.

Concentration 40

Concentration Advertising Education Planning 40

The Finance Weekly

OCTOBER 13, 2021

Universities had to move to online learning when students were suddenly obliged to stay at home due to local health restrictions, while still providing them with a good educational experience. When a firm spends weeks reconciling accounts, closing the books, and reporting earnings to stakeholders, moving quickly is challenging.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

CFO News Room

NOVEMBER 22, 2022

At the time, due to internal protocols as well, we were required to meet with everyone if they had an advisor account, whether someone had $50,000 or $5 million. These are young doctors that…” One of the tactics that worked against us was, “Oh, Matt, he’s so busy, he only works with big accounts now.

Planning 130

Planning Communication Profit and Loss Education 130

CFO Talks

JUNE 2, 2022

An affinity for accounting leads to a globe-trotting career. 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. CFO Talks is a brand of the South African Institute of Business Accountants.

Auditing 40

Auditing Education Investments Construction 40

PYMNTS

JANUARY 19, 2018

Online accounting and invoicing are another area where integrated payments have already gained traction, especially among small- to medium-sized businesses (SMBs) and service providers who are now managing their books in the cloud rather than buying desktop software. Once it’s paid, receivables and accounting are updated automatically.

Invoicing 46

Invoicing Concentration eCommerce Startups 46

PYMNTS

MAY 2, 2017

Subprime borrowers now account for roughly 20 percent of the $1.2 Department of Education [DoE]), 1.1 They account for 45 percent of student loans outstanding and a third of all auto leases. Issues now are more or less concentrated in the subprime and near-prime lending categories. trillion in loans currently outstanding.

Concentration 41

Concentration Education Forecasting Accounting 41

Future CFO

MARCH 7, 2021

Education matters. Wang: The conversation around gender parity in the finance and accounting is often centred around hiring women in senior roles, such as the CFO. Part of my commitment is to deliberately seek out partnerships and ways to help elevate women in finance through training and education.

Finance 52

Finance SAP Leadership CFO 52

Barry Ritholtz

MARCH 4, 2025

And so while I was, you know, good enough to be in a small company, I was not gonna be an A BT and I didn’t wanna totally give up my education. 00:15:17 [Speaker Changed] So really what you’re saying is from a checking account up to a, a secondary financing private debt up to an IPO. American Ballet Theater.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

Global Finance

SEPTEMBER 5, 2024

In 2023, the lab honed its focus to concentrate on startups between seed and Series A funding stages. The lab concentrates on several technological areas: AI, data science, immersive media, and the Internet of Things. This digital financial system lets users control their bank accounts and financial planning simply and intuitively.

Startups 52

Startups Banking Finance Technology 52

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. And so, it’s a little bit of an educational process, but …. And so, I think the important thing is really from an education standpoint, right?

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

AUGUST 15, 2023

SEIDES: That allows you to make charitable bets based on long-term educational beliefs. What was interesting was I had said to him, “Well, let’s make this really educational. SEIDES: By the way, no, you could have people from all different races that think exactly the same way because they were educated at the same places.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

DECEMBER 6, 2022

But going back to the point of product development, if you are following a robust product development process, you should not experience any challenges in dealing with these markets for a number of reasons, because it’s part of the index methodology that you are accounting for some of these potential challenges. RITHOLTZ: Yeah.

Investments 64

Investments Marketing Numbers Risk Management 64

CFO Talks

SEPTEMBER 13, 2024

It’s clear that African CFOs are highly focused on education and development, perhaps because there’s so much investment and growth happening in Africa. It started in 2016 as a brand of the Chartered Institute of Business Accountants (CIBA), which is one of the larger professional bodies in South Africa, with about 10,000 members.

Finance 97

Finance Auditing CFO Leadership 97

CFO News Room

NOVEMBER 21, 2022

As such, client meeting seasons are held in both the spring (March through May) and the fall (September through November), with most meetings currently concentrated in April and October. Our process is thoughtfully planned around tax deadlines and includes meetings with our clients twice per year. software changes). When Clients Can’t Meet.

Planning 130

Planning Communication Concentration Practice Management 130

CFO News Room

DECEMBER 23, 2022

Although workers with only a high school degree or less education are the group most likely to be affected, 40.9% The most concentrated impacts are among Hispanic workers (21.8% In upstate New York, the minimum wage adjustment will not only reflect price increases, but account for growth in labor productivity in the previous year.

Economics 130

Economics Numbers Concentration Accounting 130

CFO News Room

NOVEMBER 28, 2022

Furthermore, many of these clients might be saving for children’s education (or still have student loans themselves!), Another area where advisor expertise can add value for clients is in the decision-making process surrounding employee stock options or an otherwise concentrated stock position. Retirement Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Global Finance

JULY 31, 2024

trillion industry spread over more than 80 countries with the bulk of it concentrated in very few markets. Comparing data from different sources shows that just 10 countries account for almost 95% of the world’s sharia compliant assets. In 2023, sharia -compliant lenders accounted for only about 8% market share. Bahrain 7 62.8

Finance 98

Finance Banking Marketing Concentration 98

CFO News Room

DECEMBER 6, 2022

And I think why I came on board at Monarch is because, ultimately, we want to build that thing, that TurboTax for financial planning, that ability for many millions of people to be able to say, “This account is for this goal, and I want this goal to look this way. So it’s a premium product. And here’s how on track I am.

Planning 130

Planning Budgeting Investments Communication 130

PYMNTS

JULY 15, 2019

billion people around the world without access to a bank account to the world of digital payments at low or no cost. When you look at these places with a high concentration of the unbanked, there are things we can do, but it is beyond any one player.”. This won’t happen overnight,” Ready noted.

Currencies 40

Currencies Banking Finance Concentration 40

Future CFO

DECEMBER 18, 2020

We expect Credit and Political Risk Insurance (CPRI) to play an important and increasing role in supporting lenders in mitigating risk, overcoming concentration issues and improving capital adequacy. James Ponsford: Asia and Singapore, in particular, is a commodities hub with commodity trading business accounting to 4.5%

Marketing 52

Marketing Profit and Loss Credit Risk Finance 52

Barry Ritholtz

OCTOBER 24, 2022

But there’s so much importance in the purpose of education and telling people what to look at, because that’s what I’ve benefited from going to Morningstar. And he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts. And the book I read its version was in the 1990s.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

APRIL 25, 2023

And so, I started to see, you know, what he’s done with his law school education. HAMBURGER: — and him and I are still in touch to this day, but it’s people like that who take the education and really make it their own that really inspired me. You have a concentrated securities position, right? Coast Guard.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Compliance Investments Finance 64