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

Global Finance

SEPTEMBER 9, 2024

A dynamic services industry led by tourism, business services, and communications has helped create a diversified economy, stabilized by EU membership and close integration into the European and particularly the German supply chain. The benchmark interest rate, currently at 4.5%, is likely to be cut further over the rest of 2024.

Manufacturing 97

Manufacturing Transportation Investments Economics 97

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. Guide for organisations: Education-first approach: It’s critical to get buy-in early on for any transformation efforts.

Finance 52

Finance Benchmarking Communication Education 52

VCFO

JANUARY 27, 2022

Start the process by educating yourself on the insidious and dangerous impact of inflation. 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.

Benchmarking 78

Benchmarking Restructuring Leadership Planning 78

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

PYMNTS

JANUARY 10, 2020

However, as Darner explained, there is also a significant lack of education and understanding within the receivables management and collections arena, and SMBs now have an opportunity to address the cash-flow issue long before an invoice goes 90 days or more past its due date. Preventative Measures.

Invoicing 55

Invoicing Education B2B Benchmarking 55

CFO News Room

NOVEMBER 14, 2022

On a personal note, Penny is an advocate for the advancement of women in the financial services industry, and public education. Ideally, associate advisors would either already have met the education requirement for CFP certification or already have some experience as an advisor. responsibilities for Tier 2 Associates).

Practice Management 130

Practice Management Planning Leadership Communication 130

PYMNTS

APRIL 27, 2017

The goals are uniform across the two: to offer analytics and benchmark performance, with an eye on where spending efforts can be improved and where drivers and managers should focus efforts to speed efficiency, too. The global corporate payments solution provider said the newest platform build on its already extant Essentials platform.

Benchmarking 40

Benchmarking Communication Education B2B 40

The CFO College

MAY 12, 2021

” View yourself as a business owner, which will increase your confidence in communicating with clients and the value you provide. Viewing education as a cost and not an investment. Staying informed and sharp through investment in education is essential. Worried about education investment?

Education 52

Education CFO Investments Accounting 52

CFO Talks

MARCH 20, 2024

However, education and mentorship are also important for developing specific skills. Strong communication, change management, and leadership skills are crucial in this role. Highlights from the study While all four roles are deemed important, the Steward role is considered the most important by survey respondents.

CFO 52

CFO Compliance Performance Measuring Education 52

CFO Simplified

DECEMBER 26, 2021

The purpose of this checklist is to create structure around when to grow, what roles are essential at what business sizes, and how to benchmark your accounting department against industry standards. Plus, with the additional education and experience, a CFO brings a strategic financial view to the company. Company Size. Bookkeeper.

Finance 52

Finance General Ledger CFO Auditing 52

Planful

SEPTEMBER 13, 2016

Preliminary results of our 2016 FP&A Benchmarking Survey, conducted in collaboration with IBM, show that one of the main forces driving this is the accessibility of real-time internal and external data on demand. Since communication is key for professionals, we also have a strong focus on networking opportunities.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Education Benchmarking 40

The CFO College

APRIL 8, 2021

You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking. Another key aspect of becoming a Valuable Expert is enhancing your education. World-class reporting also fosters better communication among the management team, board, investors, and lenders.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

Future CFO

MAY 26, 2020

San Diego believes that companies will look at experience, educational training and expertise in the quest to bring in the right talent. He himself looks for analytical skills and soft skills like communication and the ability to work in a team when recruiting talent. Arno Wiedijk, regional finance director, Asia Pacific, TMF Group.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Treasury Education 40

PYMNTS

JANUARY 25, 2017

SG: The most difficult part of the job is figuring out the benchmark at which you are judging yourself and your company’s output. Commerce became vibrant in the sense that I could actually go online and find a business or person from around the world to reach, communicate and transact with them. That’s fantastic.

Benchmarking 43

Benchmarking Education Communication Banking 43

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: And so, you start to learn things like, well, so how do you say call option, how do you say puts — so as I was like chatting with different people or communicating with different people on — on Bloomberg, let’s say, I would then, you know, put — what are they saying? RITHOLTZ: Sure. How are they set-up?

Investments 120

Investments Marketing Profit and Loss Banking 120

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

DECEMBER 17, 2022

In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. And current holders of the CFP marks have a Continuing Education (CE) requirement of at least 30 hours every two years. Melanie Waddell | ThinkAdvisor).

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

AUGUST 29, 2023

There are an endless variety of business models and seeing how people operate that, it’s really an education, one that I think a lot of people coming out of school don’t think about, because you think about the sexy things. They create the benchmark. So, our active team has been successful outperforming their benchmarks.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there.

Profit and Loss 69

Profit and Loss Marketing Investments Benchmarking 69

Barry Ritholtz

JULY 29, 2024

So 00:09:10 [Speaker Changed] I know Orion for many years because from the RIA perspective, from a registered investment advisor perspective, clients want to know how their portfolios are doing, what their performance is, both in absolute terms and relative to benchmarks. And something that Orion’s a big part of.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

FEBRUARY 13, 2023

And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. Healthcare, education, not hugely cyclical, not interest rate sensitive. There is alpha. Can you manage that through downturns?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59

Barry Ritholtz

JULY 15, 2024

And the good thing about Northeastern University, they have tremendously great cooperative education program that saved my life because it made me understand I did not want to be a double E or an engineering prof in my profession. They take a benchmark in that case, the aggregate index is by bar the, the most common one used.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

JANUARY 14, 2025

I mean you mentioned it earlier on, I mean, Cliff’s hilarious and 00:14:09 [Speaker Changed] He’s a funny guy and it’s rare to find someone who is a quants who can communicate as eloquently as he can and at the same time has such a devilish sense of humor. Like that’s an unusual trifecta right there.

Investments 59

Investments Finance Profit and Loss Numbers 59

Barry Ritholtz

NOVEMBER 25, 2024

Let me see if I can go to grad school, continue this education. Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with. Let me, let me educate you as to why you’re wrong. It’s a bit of a mouthful.

Leverage 59

Leverage Investments Marketing Math 59