CFO News Room

JANUARY 4, 2023

Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 million jobs in 2021 , according to a study commissioned by the National Association of Real Estate Investment Trusts (Nareit). What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?

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PYMNTS

NOVEMBER 9, 2020

“We are essentially taking glass doors that were probably underutilized and not asking the retailer for any additional physical space.”. From a business standpoint, we believe that things like sales lift are obviously a really important metric,” Dravenstott said, “and you don't hear that much in brick and mortar retail.

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Retail Advertising Sales Manufacturing 110

The Charity CFO

JANUARY 13, 2022

But accounting for in-kind donations presents its own unique challenges. In this article, we’ll dig into how to account for in-kind donations on your nonprofit’s books. Why accounting for in-kind donations matters. Accounting for in-kind donations isn’t just important; it’s required for many nonprofit organizations. .

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Nonprofit Accounting GAAP Accounting Principles 98

CFO Simplified

FEBRUARY 17, 2022

Business – E-commerce computer retailer. The business’ part-time CFO was providing financials that didn’t match the reports they received from their accountant. Change to accrual basis accounting. The company was currently using cash basis as an accounting method. Bringing Value through CFO Insights. Initial contact –.

Accounting 52

Accounting Retail Profit and Loss Cash Flow Forecasting 52

Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. Tech companies age in dog years, and the consequences for how we manage, value and invest in them are profound.

Corporate Finance 101

Corporate Finance Valuation Investments Finance 101

Musings on Markets

NOVEMBER 10, 2022

In my last post, I used Facebook's recent troubles to talk about the importance of corporate governance, and how we, as investors, have abandoned the power to change management at many younger tech companies in return for being able to invest in young tech companies, with growth potential and well-regarded founders.

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PYMNTS

OCTOBER 30, 2020

29) that retail investors in mainland China made over $2.8 He indicated that he used all of the money in his stock account in Hong Kong, which is worth approximately $52,000, to get a 95 percent margin loan and make an order of approximately $1 million. Ant Group indicated on Thursday (Oct. Overall, international investors put $10.3

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Retail Investments Accounting Marketing 89

VCFO

JANUARY 23, 2023

Five Key Aspects of Accountability in Your Business Inflation issues and supply chain woes aren’t going away anytime soon. Achieving these aims also requires accountability, as even the best of plans will fall short in its absence. At its core, accountability in a business center on setting expectations and holding people to them.

Accounting 77

Accounting Leadership Communication Planning 77

CFO Share

JANUARY 2, 2025

For years, we have struggled to compete with Bench’s war chest as they invested millions into digital marketing, crowding out small firms like us. But four days before year-end the busiest time of year for accounting firms they ran out of cash and ceased operations. How did such a large and reputable competitor suddenly fail?

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Startups Accounting Prioritization Securities 52

CFO Plans

AUGUST 2, 2024

In today’s rapidly evolving business landscape, the integration of technology into accounting practices has shifted from a luxury to a necessity. With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness.

Technology 52

Technology Accounting CFO Tax Planning 52

CFO Plans

AUGUST 9, 2024

In the rapidly evolving landscape of business accounting, staying ahead requires more than traditional bookkeeping. Financial consulting for real estate offers tailored advice on investment strategies, cash flow management, and property valuation. Transform your financial practices with cloud accounting services.

Accounting 52

Accounting Tax Planning CFO Startups 52

PYMNTS

OCTOBER 23, 2020

The firm especially saw gains in non-travel and expense card-not-present activity related to categories such as retail. In fact, we had positive year-over-year growth in non-T&E spending, which has long accounted for the large majority of our overall volumes,” he said. CNP And Retail Spend . billion from a year ago.

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Retail CFO B2B Forecasting 70

PYMNTS

MAY 11, 2020

As retailers, especially those marked non-essential, move to digital commerce platforms they’re also finding new ways to stay in touch with customers during the pandemic. As a result of the pandemic crisis it is urging its retail accounts to stay in touch with their customers via mobile, most specifically through SMS (short message service).

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Retail Communication eCommerce Leverage 70

PYMNTS

JANUARY 6, 2021

The app, as provided by CoDi, eliminates the need for banks to develop their own mobile offerings to send and receive money, which requires significant investments of time and money (as they already had been tapped into SPEI itself). Basically, they were using the accounts twice a month. Solving For The Chicken And Egg Problem.

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Banking Planning Accounting Currencies 145

CFO News Room

JANUARY 2, 2023

We all know real estate investing is a decent way to earn an extra income, but the reality is that becoming a landlord is a lot of work. Fundrise allows unaccredited investors to begin real estate investing for as little as $10. HappyNest is a Fundrise alternative that also offers access to real estate investments. Groundfloor.

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Investments Accounting Finance Entertainment 130

VCFO

JUNE 2, 2023

Navigating a New Era of Retail – Three Financial and Operational Factors The market and operating environments of retail businesses have undergone dramatic transformations since the turn of the millennium; transformations that accelerated significantly more with the outset of the COVID pandemic.

Retail 64

Retail Finance Leverage Technology 64

CFO Plans

JUNE 14, 2024

In today’s AI-powered business environment, accounting is no longer just about crunching numbers. Let’s explore five key accounting services that can transform your business operations and help you stay ahead of the competition.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

CFO News Room

NOVEMBER 19, 2022

From there, they invest time and energy into “trading up” to better stuff that can make money, or they create a business strategy that helps them grow their initial cash into something bigger. Free stock promotions are an excellent way to do that, and some of the best promos come from two popular investing apps – Robinhood and Webull.

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Retail Accounting Investments Advertising 130

PYMNTS

MARCH 12, 2020

In an interview with Karen Webster, David Weidner, senior director of Pelion Market Development at Arm , said that that data combined with machine learning (ML) is the key for retailers to build personalized shopping experiences across physical and online settings. Well, a lot of projects have failed because there is no return on investment.

Retail 73

Retail eCommerce Numbers Sales 73

PYMNTS

NOVEMBER 30, 2020

A hacker is reportedly selling information from hundreds of C-suite executives' Microsoft -based email accounts, according to a report from Engadget. apparel maker and the CFO of a European retail chain," according to Engadget. The accounts went on the market at a limited-access forum in the Russian underground.

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CFO Accounting Securities Retail 116

Future CFO

AUGUST 3, 2023

Global VC investment dropped for the sixth consecutive quarter in Q2’2023 – falling from US$86.2 In Asia, VC investment fell for the 6th consecutive quarter, reaching only $20.1 The Americas accounted for the largest share of VC investment with $42.9 The Americas accounted for the largest share of VC investment with $42.9

Investments 52

Investments Concentration Startups Education 52

CFO Plans

MAY 30, 2024

Yet, many businesses struggle with the complexities of accounting, often leading to costly mistakes and missed opportunities. Discover how outsourcing accounting services can improve your financial health , enabling businesses to focus on growth while ensuring their financial health is in expert hands.

Compliance 52

Compliance Accounting CFO Manufacturing 52

Corporate Finance Lab

APRIL 16, 2023

As we appear to be past the hype, burning legal questions to understand the legal landscape for alternative investment funds, and in particular European SPACs come to the fore. One of these questions is whether European SPACs are subject to the Alternative Investment Fund Managers Directive (AIFMD)? 4(1)(b) AIFMD). 4(1)(b) AIFMD).

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Mergers and Acquisitions (M&A) Investments Retail Economics 63

PYMNTS

AUGUST 5, 2020

This is not a shift because this digital growth isn’t coming at the expense of our retail business so much as it is about getting new customers to the category and other customers from other parts of the remittance market, like banks and other digital financial services providers.”. Earnings likewise fell sharply to $161.9 million ($1.43

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CFO Currencies Education Retail 134

Global Finance

OCTOBER 11, 2024

JPMorgan Chase takes the top honor as Global Finance ’s World’s Best Bank for 2024, as well as the World’s Best Investment Bank and World’s Best Private Bank. Corporate & Investment Bank, rebranded as Commercial and Investment Bank in January 2024, contributed a net income of $14 billion from $49 billion in revenue.

Banking 105

Banking Foreign Exchange Profit and Loss Finance 105

PYMNTS

NOVEMBER 23, 2020

The National Retail Federation (NRF) said it predicts retail sales across the U.S. billion in retail sales and an increase of 3.5 billion in retail sales and an increase of 3.5 The shutdowns and stay-at-home orders from last spring have stunted some of the growth, with some smaller retailers still struggling.

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Sales Retail eCommerce Numbers 100

PYMNTS

AUGUST 5, 2020

In the current environment, of course, the pandemic decimated foot traffic across any number of verticals — restaurants and retailers come to mind, of course. If consumers have accounts with a particular bank, they can pour coins into the kiosk and conduct a direct-to-account bank deposit. The Brick-And-Mortar Component.

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Currencies Advertising Numbers Retail 135

Nerd's Eye View

MAY 15, 2024

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

Securities 96

Securities Investments Planning Banking 96

CFO Plans

SEPTEMBER 24, 2024

Discover expert tax planning and accounting services designed to help you thrive. Effective tax planning and accounting are not just about compliance; they are about unlocking opportunities for growth and stability. Embrace Virtual Accounting Services for Startups For startups, managing finances can be particularly challenging.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 59

Investments Currencies Financial Systems Marketing 59

CFO News Room

DECEMBER 22, 2022

If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one. Just as a note of warning, this is my quirky version of accounting, and I don’t follow the accounting script in this class.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

PYMNTS

SEPTEMBER 18, 2020

Anecdotes abound, of course, in the popular music industry of artists who had huge hits — and rarely saw much cash flow, as royalties were siphoned off by others, or simply never made it into the right accounts. Or accountants did not do much accounting. That’s, of course, not the case today.

Foreign Exchange 125

Foreign Exchange Accounting Investments Manufacturing 125

CFO News Room

JANUARY 18, 2023

The question of whether a company is making or losing money should be a simple one to answer, especially in an age where accounting statements are governed by a myriad of rules, and a legion of number-crunchers follow these rules to report profits generated by a firm. Returns on Invested Capital (or Equity).

Marketing 130

Marketing Hurdle Rate Investments Accounting 130

Corporate Finance Lab

NOVEMBER 26, 2021

The next EU Financial Law clinic at KU Leuven will focus on insurance-based investment products within the framework of European financial regulation. This clinic will critically assess EU financial regulation on insurance-based investment products. As usual, there will be ample room for questions and discussion.

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Investments Compliance Accounting Planning 54

PYMNTS

DECEMBER 17, 2020

He said that “back then, the price was driven by mainly retail investors.”. Investing titans such as Paul Tudor Jones have bought into bitcoin, holding a portion of assets under management with the crypto as a hedge against inflation, as reported by Bloomberg earlier this year. And therein lies the rub, to grab a line from the Bard.

Currencies 117

Currencies Investments Banking Accounting 117

PYMNTS

JANUARY 8, 2021

Bloomberg notes that such an offering would be unusual, as retail investors generally do not get an opportunity to participate in an IPO at the offering price. Having retail investors buy shares ahead of the opening could also limit the size of the rally of the stock on its first day of trading. The FinTech was valued at around $11.7

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Compliance Communication Retail Startups 145

Global Finance

JUNE 18, 2024

Hyundai’s IPO is being managed by investment banks Kotak Securities, JP Morgan, Morgan Stanley and HSBC. The booming Indian IPO trend says a lot about the health of the Indian retail investor. India has always seen strong IPO demand with enthusiastic retail participation. billion, an 83% year-on-year increase.

Marketing 101

Marketing Valuation Securities Retail 101