CFO Talks

MARCH 5, 2025

Build Strong Relationships with Regulators and Auditors CFOs should maintain good communication with regulatory bodies, external auditors, and industry groups. Avoiding fines and penalties If theres an issue with your reports, open communication can sometimes lead to warnings or guidance instead of strict penalties.

IFRS 52

IFRS Auditing Compliance Financial Data 52

Nerd's Eye View

OCTOBER 6, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

Benchmarking 98

Benchmarking Communication Leverage Numbers 98

Nerd's Eye View

JULY 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Charles Schwab's latest RIA benchmarking study shows that firms saw significant AUM growth in 2023, thanks in part to strong equity market performance, but also thanks to organic growth initiatives that brought in additional (..)

Benchmarking 98

Benchmarking Communication Advertising Compliance 98

CFO Talks

JANUARY 30, 2025

Roger highlighted that clarity in communication and tangible benefits for employees are critical in aligning the team with the companys vision. He recommended frequent communication to address concerns and align employees. He recommended frequent communication to address concerns and align employees. Leana: Incredible growth!

Communication 52

Communication CFO Valuation Construction 52

Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

Benchmarking 96

Benchmarking Communication Investments Numbers 96

Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

Benchmarking 98

Benchmarking Communication Practice Management Securities 98

Fpanda Club

FEBRUARY 5, 2024

Leaving aside analytical skills that are a “hard skill” must-have, soft skills are of particular value to finance business partners: communication and relationship skills, business understanding and advisory skills to name a few. Vena Industry Benchmark Report 2022. Future of Business Partnering Global Survey 2022. Gartner, 2018.

Finance 130

Finance Analyzing Data Benchmarking Communication 130

CFO News Room

NOVEMBER 15, 2022

It’s a widely used benchmark for US stock market performance. The S&P 500 also serves as a lead benchmark for US equity performance. Communication Services (8.1%). The most recent additions include: Crocs, ServiceNow, and Zoom Video Communications. The S&P 500 is an index of roughly 500 large-cap US stocks.

Investments 130

Investments Benchmarking Finance Marketing 130

CFO News Room

DECEMBER 7, 2022

Excluded from this first prong of “advertisements” are: Extemporaneous, live, oral communications; Information contained in a statutory or regulatory notice, filing, or other required communication; and. Bulk emails, templates, and other communications that appear to be personalized (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

Future CFO

MARCH 1, 2023

Change management experts are then crucial to tackle resistance to change, ensuring that the goals and objectives of the initiative are communicated effectively and that stakeholders are engaged and supportive of the initiative. This will help ensure that the metrics can be tracked over time and progress can be measured accurately.

Finance 91

Finance Benchmarking Compliance SAP 91

CFO Leadership

APRIL 10, 2023

Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. Why Duty of Care Matters Duty of care is about being prepared for whatever might happen, and it is essential to any comprehensive business travel program.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

The Finance Weekly

JANUARY 19, 2023

Optimize Performance by Comparing KPIs Against Benchmarks: An operational finance leader will keep track of important business metrics such as gross profit margin, working capital, and operating cash flow, and compare them against industry benchmarks. Help department heads make the case for new hires.

Leadership 98

Leadership CFO Benchmarking Finance 98

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 2, 2022

When you’re presenting to the whole company, you need to bear in mind there will be many people with no financial experience, so you adjust your tone, and how you communicate with them,” says Frances. . A key part of this is understanding the audience. . Frances’ power profile. What music inspires her? “I Who is her hero? “It

Technology 130

Technology CFO Benchmarking Numbers 130

VCFO

JANUARY 20, 2023

Solid job descriptions are especially important when compensation and salary benchmarking are carried out. For effective benchmarking, employers must be able to match their positions to the market based on job descriptions and the criteria that comprise them. Data from these sources is far more reliable than data that is self-reported.

Benchmarking 74

Benchmarking Leadership Education Compliance 74

Fpanda Club

APRIL 18, 2022

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. Key questions to ask and the example of SWOT analysis are represented in the illustrations below.

Financial Planning and Analysis (FP&A) 130

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

Future CFO

MAY 1, 2024

Celina Leonardo Leonardo says navigating market-specific ambiguity and volatility demanded addressing challenges with a "what's the worst that can happen" mindset while communicating possibilities to stakeholders.

Leadership 98

Leadership IFRS Finance Communication 98

PYMNTS

JANUARY 26, 2018

Kleiner Perkins Caufield & Byers, Benchmark and Sequoia Capital have each told the messaging startup that they want to invest $20 million, according to three individuals familiar with the deal. Sequoia and Kleiner declined to comment, and Benchmark did not respond to requests for comment from the Financial Times.

Benchmarking 52

Benchmarking Communication Investments Startups 52

VCFO

JULY 12, 2022

top quarter of profitable companies, operating regions) via financial benchmarking. Financial benchmarking against the best performers in your industry will identify key variances between your KPIs and those of the best performers. Read more about the advantages of Financial Benchmarking here. Optimize now.

Benchmarking 78

Benchmarking Restructuring Economics Technology 78

PYMNTS

SEPTEMBER 15, 2020

Thrive Capital led the $185 million round, while existing investors Benchmark and Coatue Management , among others, also participated. Airtable , a spreadsheet startup, ended a funding round with a new valuation of $2.5 billion, according to Bloomberg. The effect was to more than double Airtable’s $1.1

Valuation 65

Valuation Benchmarking Communication Startups 65

VCFO

MAY 26, 2022

Historically, examining compensation strategy and conducting compensation benchmarks has largely been an annual or, in some cases, even less frequent endeavor. Managers should be able to communicate clear steps that the employee can take to reach a higher compensation level, and what the expected timing would be.

Communication 80

Communication Benchmarking Construction Leadership 80

CFO Talks

OCTOBER 3, 2024

Promote a Culture of Transparency : Encourage open communication between finance staff, internal auditors, and external auditors to reduce the likelihood of fraud going undetected.

Invoicing 98

Invoicing Auditing Benchmarking Reconciliations 98

PYMNTS

OCTOBER 6, 2020

Tech should be an enabler,” he said, in aiding that cultural shift — with constant communications between buyers, suppliers, and within firms, CFOs and treasurers — toward flexibility and speed. Improving that experience means that some of the interdepartmental silos need to be broken down in pursuit of shared goals and better communication.

B2B 84

B2B Treasury Communication Accounts Payable 84

CFO Leadership

OCTOBER 10, 2022

Research conducted for Robert Half’s 2022 Benchmarking Report found that staff retention is significant concern for 87% of employers in the United States. Other BLS data shows that 4.2 million workers quit their jobs in July, and 11.2 million jobs were sitting open at the end of that month.

Leadership 105

Leadership Benchmarking CFO Communication 105

CFO Leadership

APRIL 4, 2023

For instance, say you’ve thrown together an email for your team on performance benchmarks and the email seems too lengthy. The top three are data analytics, financing, and communications. ChatGPT can certainly help with communications. You can ask ChatGPT to shorten it, improve it, make it sound more conversational, and so on.

Leadership 98

Leadership CFO Communication Benchmarking 98

Nerd's Eye View

JUNE 27, 2023

And be certain to listen to the end, where Eric shares why, even though he experienced a lot of challenges in 2022, he is grateful for the opportunities it brought him as he feels it helped better his communication with his wife, how Eric came to realize that in building a business, the solution to challenges early on was to work harder, better, and (..)

Valuation 84

Valuation Benchmarking Communication Leverage 84

CFO Talks

JULY 27, 2023

You cannot produce 130 pages of a report or communication that is just waffle,” Kana explained. “We You have a common framework around the world.” “But also from a liability perspective, if you have common standards, directors can discharge responsibility with diligence and due care because there is a benchmark to which you can be held.”

IFRS 98

IFRS Benchmarking CFO Communication 98

PYMNTS

APRIL 28, 2017

According to the latest research from cloud contact center software company inContact , “inContact Customer Experience Transformation Benchmark Study,” consumers aren’t getting the quick service they’re seeking.

Benchmarking 47

Benchmarking Communication Technology 47

VCFO

JANUARY 27, 2022

Be sure you are communicating your value proposition in all that you do. It is imperative to incorporate periodic (and for key employees, frequent) updates to salary benchmarking studies and hourly pay benchmarking. Benchmark employee compensation to competitors and across industries. Know Your Value Proposition.

Benchmarking 78

Benchmarking Restructuring Leadership Planning 78

VCFO

MARCH 17, 2023

A benchmark exercise can also provide insight here. Effective purchasing managers also help communicate expectations to vendors to support capacity planning. — Are you a manufacturer that would benefit from better inventory management, a benchmark against your competitors, or a validation of current processes?

Manufacturing 70

Manufacturing Forecasting Profit and Loss Benchmarking 70

The Charity CFO

MARCH 22, 2024

In addition to identifying KPIs, you’ll need to establish benchmarks for success. After choosing KPIs and their benchmarks, you can start incorporating data insights into strategic planning. You can use donor data to create communication and cultivation strategies that are more likely to hit the mark with donors.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

CFO News Room

DECEMBER 3, 2022

She suggests that industry participants consider everything in the new marketing rule as fair game for examiners and enforcers, including the supervision of electronic communications as well as books and records obligations. This means ensuring employees have what they need (e.g.,

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

FEBRUARY 2, 2022

What happens when wealth transfers, we transfer not just the assets, but we also transfer the communication practices. He realized, and the research showed, that 60% of the breakdown, so 60% of that 70%, was trust and communication. Again, as you frame the trust and communication dynamics, right? Author: Michael Kitces.

Communication 130

Communication Planning Education Numbers 130

Spreadym

SEPTEMBER 19, 2023

They serve as a benchmark against which actual performance is measured, and any deviations from the budget may require approval or justification. Benchmarking: Compare your budgeted figures to industry benchmarks and competitors to ensure your financial targets are realistic and competitive.

Forecasting 59

Forecasting Budgeting Cash Flow Forecasting Benchmarking 59

VCFO

NOVEMBER 1, 2023

This operating plan can and should also be used in setting targets for management and the sales team and to finalize and communicate their respective compensation plans. They can also be used to calculate and benchmark certain KPIs that are applicable to the industry to ensure that they are in line and support funding objectives.

Finance 88

Finance Strategic Planning Auditing CFO 88

Future CFO

MAY 2, 2023

Another good starting point is to look at other companies of similar size and scale within the same industry, which have already gone through a finance transformation process, as a benchmark for your organisation. These metrics need to be concrete, measurable and directly linked to transformation outcomes.

Finance 52

Finance Benchmarking Communication Education 52

Nerd's Eye View

APRIL 18, 2024

Traditionally, a standard benchmark for advisory-firm sales has been 2X annual revenue; with many firms running at an average 25%–30% profit margin, this results in 7X–8X earnings valuations. Which begs the question, to what extent should an advisory firm owner discount the sale price of their firm for a next-gen successor?

Planning 52

Planning Valuation Benchmarking Sales 52