Global Finance

JANUARY 2, 2025

Baruch Lev is Philip Bardes professor emeritus of Accounting and Finance, Kaufman Management Center, Leonard N. Feng Gu is chair and professor of Accounting and Law at the School of Management, State University of New York at Buffalo. So dont wait until a crisis is at its peak and you incur losses, lose market share, lose customers.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

CFO News Room

FEBRUARY 2, 2023

Investing in a guaranteed interest account is a great way to secure your money, as there is very little risk. Guaranteed interest accounts provide reliable, consistent returns and can be used for short-term savings or to supplement other investments in your portfolio. Guaranteed interest accounts offer a stable rate of return.

Accounting 130

Accounting Investments Treasury Securities 130

CFO Thought Leader

MARCH 19, 2025

Swenson tells us his path wasnt a straight linehe originally pursued computer science before pivoting to economics and then accounting. As he tells us, the company had a strong accounting foundation but needed deeper financial analysis to support its innovation-driven growth. Its an incredibly inspiring journey to be a part of.

CFO 59

CFO Marketing Financial Analysis Leadership 59

Musings on Markets

FEBRUARY 18, 2025

The first was the response that I received to my last data update , where I looked at the profitability of businesses, and specifically at how a comparison of accounting returns on equity (capital) to costs of equity (capital) can yield a measure of excess returns.

Marketing 52

Marketing Profit and Loss Investments Accounting 52

Barry Ritholtz

SEPTEMBER 14, 2022

The First Totally Honest Stock Market Story. FRIDAY’S MARKETS. The market rallied early this morning for reasons nobody understands and nobody predicted. Advances led declines by 4 to 1, the bond market was incomprehensibly boring, the Mets beat the Phillies 6 to 2, and Kate Winslet’s measurements remained 35-29-38.

Marketing 137

Marketing Numbers Accounting 137

E78 Partners

MARCH 3, 2025

Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. However, while market sentiment is improving, IPO readiness requires more rigorous preparation than ever before.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

DECEMBER 10, 2022

For those of you who like to see the numbers, here’s an example of compound interest at work: Suppose you invest $1,000 in a five-year certificate of deposit, paying 5% and compounded annually. Actual Number of Years to Double Your Investment. What Types of Accounts are Best for Compounding? Banks Savings Accounts.

Investments 130

Investments Accounting Treasury Construction 130

CFO Talks

NOVEMBER 20, 2024

The next logical step might be to take your company to international markets by listing on a foreign stock exchange. For example, while South African companies follow International Financial Reporting Standards (IFRS), the US requires compliance with its Generally Accepted Accounting Principles (GAAP).

IFRS 98

IFRS GAAP Currencies CFO 98

Musings on Markets

OCTOBER 4, 2023

That recovery notwithstanding, uncertainties about inflation and the economy remained unresolved, and those uncertainties became part of the market story in the third quarter of 2023. The Markets in the Third Quarter Coming off a year of rising rates in 2022, interest rates have continued to command center stage in 2023.

Marketing 120

Marketing Treasury Valuation Investments 120

Barry Ritholtz

MARCH 3, 2023

The chart shows the peak-to-trough declines of all the bear markets with the popular definition of a 20% decline, measured up until the start of the first 20% rally. As Batnick points out, all of these horrendous periods of market pain are already factored into long-term returns of equities. Have a look at the BAML chart above.

Marketing 134

Marketing Economics Finance Numbers 134

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.

Marketing 130

Marketing Hurdle Rate Investments Accounting 130

Musings on Markets

FEBRUARY 8, 2024

I was planning to finish my last two data updates for 2024, but decided to take a break and look at the seven stocks (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla) which carried the market in 2023. In terms of dollar value added, Microsoft and Apple each added a trillion dollars to their market capitalizations, during the year.

Marketing 139

Marketing Valuation Profit and Loss Advertising 139

Musings on Markets

SEPTEMBER 5, 2024

Last Wednesday (August 28), the market waited with bated breath for Nvidia’s earning call, scheduled for after the market closed. This dance between companies and investors, playing out in expected and actual earnings, is a feature of every earnings season, especially so in the United States, and it has always fascinated me.

Marketing 133

Marketing Valuation Profit and Loss Forecasting 133

Musings on Markets

DECEMBER 11, 2024

I had taken a job as a teaching assistant, almost entirely because I needed the money to pay my tuition and living expenses, and in a subject (accounting) that did not excite me in the least. The second is valuation , a class about how to value or price almost anything, with a tool set for those who need to put numbers on assets.

Valuation 120

Valuation Corporate Finance Finance Investments 120

CFO News Room

JANUARY 25, 2023

With each of my classes, I am sure that purists in each of these areas would blanch not just at my choice of topics that matter, but also at my sloppiness in description, but I will let you be the judge of content. The place to start is with accounting. Along the way, I emphasize what I believe to be long standing truths about valuation.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

CFO News Room

NOVEMBER 25, 2022

More than 75% of brands have a dedicated budget for influencer marketing, from Coca Cola’s #ThisOnesFor campaign in collaboration with fashion and travel influencers, to Dior’s award-winning 67 Shades campaign in which the brand partnered with diverse influencers to promote its Forever Foundation product line. Number of Followers.

Marketing 130

Marketing Budgeting Technology Numbers 130

CFO News Room

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

Global Finance

OCTOBER 29, 2024

As of October 31, 2023, the number of foreign workers in Japan reached a record high of 2,048,675, marking a 12.4% By industry, manufacturing accounts for the largest share at 27%, followed by the service industry at 15.7% Each country has adopted distinct strategies to address these challenges, with varying degrees of success.

Manufacturing 105

Manufacturing Finance Retail Numbers 105

CFO Talks

NOVEMBER 14, 2024

Within finance teams, it’s about ensuring accountability and transparency. CFOs who foster trust see greater cooperation and a smoother path to implementing financial initiatives across the company. By leading with openness and accountability, a CFO can set a tone that encourages others to work more transparently and cooperatively.

Communication 97

Communication CFO Construction Finance 97

CFO News Room

DECEMBER 22, 2022

Pre-game Prep. If there is a lesson be learnt from the last few years of market mayhem, it is that far too many investors, professional as well as retail, seem to have lost their moorings (or never had them in the first place), when it comes to the basics of accounting, finance and statistics.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

CFO Talks

NOVEMBER 21, 2024

The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.

CFO 98

CFO Leadership Communication Problem Solving 98

CFO News Room

NOVEMBER 5, 2022

Investors, used to a decade of better-than-expected earnings and rising stock prices at these companies, have been blindsided by unexpected bad news in earnings reports, and have knocked down the market capitalization of these companies by hundreds of billions of dollars in the last few weeks.

Marketing 130

Marketing Advertising Profit and Loss Investments 130

Nerd's Eye View

JANUARY 3, 2024

economy) contracted for the 12th consecutive month, the services sector (constituting about 78% of GDP) expanded for the 11th consecutive month, serving as a primary driver behind continued wage inflation as well as tightness in the labor market. The labor market, while still remarkably resilient, has also started to show signs of stress.

Economics 98

Economics Marketing Forecasting Valuation 98

Fpanda Club

APRIL 18, 2022

Marketing teams, being among FP&A’s counterparties, are usually considered to be the most creative people in the company. To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

Fpanda Club

MARCH 19, 2025

Being good at finance and getting numbers right is not enough anymore Of course, strong analytical skills and knowledge of finance are essential for an FP&A professional but gone are those days when these skills or proficiency in Excel were enough to excel in this role, pardon the pun.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 130

Global Finance

OCTOBER 31, 2024

Growing numbers of experienced chief financial officers are abandoning the corporate grind to take freelance roles for multiple clients—whether in parallel or on a serial basis. Two years ago, only about 2,000 LinkedIn accounts featured people promoting C-suite fractional services. Sometimes people don’t wait.

CFO 98

CFO Startups Leadership Numbers 98

Bramasol

MAY 23, 2024

Previous episodes in this Insights Series have explored the challenges created by new Digital Solutions Economy paradigms for billing, fulfillment, invoicing, revenue accounting, and compliance across a wide range of industries. Entitlement Management - Tracking and managing software licenses to ensure they are accounted for accurately.

Compliance 89

Compliance Accounting SAP Invoicing 89

Future CFO

MARCH 3, 2025

By 2025, the traditional image of number-crunching accountants confined to back offices will be a relic of the past. Technological advancements, evolving market demands, and a heightened focus on sustainability are converging to reshape the finance landscape. The finance function is undergoing a seismic shift.

Finance 69

Finance Communication Leadership Profit and Loss 69

Future CFO

DECEMBER 4, 2024

Beyond technical expertise In terms of taking on essential skills beyond just technical expertise, Wong says becoming a standout finance leader definitely takes more than just mastering the numbers. Advice For younger, aspiring finance professionals, Wong advises: Always look beyond the numbers.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

Musings on Markets

JULY 17, 2023

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

Marketing 98

Marketing Treasury Currencies Valuation 98

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Tax Planning 96

Tax Planning Practice Management Planning Communication 96

Nerd's Eye View

JANUARY 6, 2025

FINNY AI, an AI-powered prospecting tool, has raised $4.2 FINNY AI, an AI-powered prospecting tool, has raised $4.2

Prioritization 75

Prioritization Startups Technology Communication 75

CFO Talks

NOVEMBER 25, 2024

Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. For CFOs, these challenges can come from external pressures like market demands or internal dynamics such as stakeholder expectations.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Navigator SAP

JULY 15, 2022

Your ERP platform should be able to unify different modules for different areas of the business, including payroll, bills of material, inventory, accounting, customer relationship management, supply chain management, and others, helping these different departments communicate. Integrated AI and e-commerce with digital marketing.

Budgeting 205

Budgeting Leadership Communication Leverage 205

Nerd's Eye View

FEBRUARY 22, 2024

At the end of each calendar year, social media platforms compile a wrap-up of each user's metrics, showing a theoretical reach for every account's best-performing piece of created media content and highlighting the "Best Of The Best" on the web, while revealing social media 'superstars' who have millions of impressions and followers.

Marketing 90

Marketing Numbers Communication Accounting 90

Musings on Markets

FEBRUARY 12, 2025

I am in the third week of the corporate finance class that I teach at NYU Stern, and my students have been lulled into a false sense of complacency about what's coming, since I have not used a single metric or number in my class yet. It is for that reason that I created my own version of an accounting class , that you can find on my webpage.

Hurdle Rate 72

Hurdle Rate Accounting Investments Economics 72

CFO News Room

FEBRUARY 4, 2023

But economists say it’s not clear how much of that will show up in the labor numbers. Tom Simons, money market economist at Jefferies, expects 260,000 jobs were added in January, but he said the number could be even higher. “The market is so desperate to find in anything a reason that the Fed is going to pivot. .

Forecasting 130

Forecasting Education Numbers Marketing 130