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. Imagine CFO or CEO seeing dozens of long tables filled with numbers every day, will they be happy to receive another one like this?

Financial Planning and Analysis (FP&A) 130

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

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 79

Benchmarking Communication Practice Management Securities 79

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 Leadership

APRIL 10, 2023

Maintaining that duty of care becomes more challenging as organizations expand since the number of employees traveling on the company’s behalf increases. Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

VCFO

JANUARY 20, 2023

Establishing formal pay structures also entails examining one’s employee population and determining an appropriate number of job classifications, levels or grades, pay ranges, and related components. The number and types of roles within the organization are key factors.

Benchmarking 74

Benchmarking Leadership Education Compliance 74

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. Wong admits that he has always enjoyed pushing boundaries and setting new benchmarks for himself and his team.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Many advisors are accustomed to using verbal communication with clients (e.g.,

Planning 130

Planning Benchmarking Profit and Loss Communication 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

MAY 1, 2024

Giselle Arellano-Geronimo A controller, for Geronimo, also has the privilege to make a story out of the numbers and convert the results of the financials into actionable business decisions and strategies that help shape the business. “A

Leadership 98

Leadership IFRS Finance Communication 98

CFO Talks

OCTOBER 3, 2024

Aggressive Accounting Practices : Look out for unusual accounting entries, round-number transactions, or complex journal entries that lack clear justification. Use Analytical Reviews : Perform analytical reviews comparing financial ratios over time, and against industry benchmarks, to identify any unusual trends that could signal fraud.

Invoicing 98

Invoicing Auditing Benchmarking Reconciliations 98

CFO News Room

DECEMBER 3, 2022

We also have a number of articles on investments: How launching an ETF can create efficiencies for advisors and their clients alike. In the meantime, investors have begun to take matters into their own hands as well, filing a significant number of Reg BI-related arbitration cases with broker-dealer regulator FINRA.

Communication 130

Communication Investments Planning Marketing 130

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. Reliable sales forecasts help to ensure that everyone involved in inventory management is working with the right set of numbers.

Manufacturing 70

Manufacturing Forecasting Profit and Loss Benchmarking 70

CFO News Room

FEBRUARY 2, 2022

Studies have been done through MIT and through The Economist-published studies where they look at what is that number, “Is it actually 70%?” What happens when wealth transfers, we transfer not just the assets, but we also transfer the communication practices. Author: Michael Kitces. Team Kitces. Is that basically the cycle?

Communication 130

Communication Planning Education Numbers 130

VCFO

JANUARY 27, 2022

Since our formation in 1996, vcfo has helped our clients through a number of booms and busts (.com, 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

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Planning 130

Planning Education Investments Benchmarking 130

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 data to help track the outcomes of your programs, such as participant numbers or revenue.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Adam Kae

MARCH 12, 2024

The constant juggling act of acquiring new clients, retaining the existing ones, and trying to keep those revenue numbers in the green. Collaborating with a Fractional CFO for Seamless Integration Bringing in a Fractional CFO isn't just about numbers; it's about collaboration. Transparent communication breeds trust.

Sales 52

Sales CFO Communication Benchmarking 52

The Charity CFO

APRIL 27, 2022

The biggest communication problem most nonprofits face (13:25). Why you need to “humanize” your communication. Um, and so I was hired to do digital communications. And then we’ll go give a donation to them as small, as $20 as large as $5,000, and then continue to monitor how they communicate with us over time.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

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

CFO News Room

NOVEMBER 4, 2022

Representation goals — whether based on industry benchmarks or population data for the appropriate city, state, or country — are one component, but it’s equally important to incentivize leaders and create accountability systems to help make those strategies a success. Two years later, that number has climbed to 15%.

Investments 100

Investments Leadership Accounting Analyzing Data 100

PWC UK

JANUARY 26, 2021

A number of recent announcements should remind the treasurer that LIBOR’s likely eventual end date is fast approaching and action is needed.  Although uncertainty over new reference rates has meant the corporate uptake has been relatively limited. Especially as the banks increase their outreach efforts.

Treasury 52

Treasury Benchmarking Risk Management Forecasting 52

PYMNTS

APRIL 15, 2016

But, in the end, it all boils down to relationships, which are based on trust and communication. Suppliers lose customers, said Barnett, and buyers, with any number of suppliers tied to their businesses, may lose track of true performance. Clearly, there is room for improvement.

B2B 40

B2B Benchmarking Manufacturing Communication 40

PYMNTS

SEPTEMBER 17, 2018

Technology adoption is at an all-time high for this industry, according to Teletrac Navman’s recent Telematics Benchmark Report: U.S. For professionals using an online freight marketplace, their number-one requirement is quickly receiving payment.

Compliance 55

Compliance Benchmarking Technology Transportation 55

BlueLight

MAY 6, 2020

In this post, we will cover the communication architecture, why to send investor updates, and the relevant topics to cover. Communication architecture Before we get to the investor updates, it’s important to lay out an overall communication architecture (if you do that well, you can leverage it for this audience too).

Communication 52

Communication Startups Finance Leverage 52

Future CFO

JULY 12, 2021

Organisations that fail to adequately measure and communicate around issues such as pay equity and executive compensation could face activist shareholder pressure, reputational damage and other negative consequences,” he noted.

Benchmarking 40

Benchmarking Auditing Communication Numbers 40

PYMNTS

JANUARY 25, 2018

There are pieces for checkout, payment processing, fraud detection, et cetera — but these tools and solutions often come from different sources and do not always communicate optimally with each other. Before any orders are rejected, they are reviewed by human analysts to enable the maximum number of legitimate orders.

Benchmarking 49

Benchmarking Construction Communication Retail 49

Collectiv

JUNE 13, 2023

A well-organized financial report also helps you communicate your impact, explain your needs, identify opportunities, and inform timely and accurate decisions. Fundraising Donor Dashboard Show donor lifetime value, average gift amount, donor retention, and the number of significant donations.

Nonprofit 52

Nonprofit Leverage Analyzing Data Budgeting 52

CFO News Room

DECEMBER 15, 2022

In our 101st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the challenges advisors face in setting fees commensurate to their service offerings and the importance of charging sustainable fees to help businesses flourish. I love my numbers, KPIs, dashboards. I want to end just there.

Math 130

Math Planning Benchmarking Technology 130

Future CFO

APRIL 24, 2023

Focusing on people in control design and implementation, as well as through business communications and cybersecurity talent management, will help to improve business-risk decisions and cybersecurity staff retention, he added. Supporting and accelerating business outcomes is a core cybersecurity priority, yet remains a top challenge.”

Securities 52

Securities Risk Management Benchmarking Restructuring 52

PYMNTS

JULY 2, 2018

” A 2017 survey from Bank of America found a 14 percent increase in the number of consumers using mobile banking apps compared to 2015. On top of speed, treasurers are seeking more insight from their banks regarding performance and benchmarking.

Banking 46

Banking Treasury Benchmarking Securities 46

Planful

DECEMBER 28, 2016

Communication gaps. The Hackett Group benchmark research shows that world-class companies will consolidate and close the month-end books within 3 days, and report within 2 days. This includes looking at industry benchmarks and implementing best practices. Financial surprises during year-end review. Staff burn-out.

Benchmarking 40

Benchmarking Reconciliations Data Analysis Technology 40

PYMNTS

MAY 17, 2017

According to PayTech, there are also benchmark points against which banks can compare their performances. And while transaction value is linked to greater profitability for the issuing bank, higher numbers aren’t always good. Some of these metrics are easily pinpointed — others, not so much.

Banking 43

Banking B2B Benchmarking Compliance 43

Jedox Finance

MARCH 16, 2022

A budget is a goal-oriented plan formulated in terms in numbers. It communicates goals, plans and initiatives at several corporate levels. With the modern “Beyond Budgeting” approach, traditional, fixed targets can be replaced by relative comparisons with colleagues, benchmarks, and best practices. What is Corporate Budgeting?

Budgeting 52

Budgeting Benchmarking Planning Financial Data 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. It’s important to note that accountants do not communicate with the IRS on your behalf. Company Size. Staff Accountant . Bookkeeper.

Finance 52

Finance General Ledger CFO Auditing 52

The CFO College

APRIL 8, 2021

You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking. Major soft skills involve time management, effective communication, writing, reliability and responsiveness towards clients, organization, project management, and your ability to own and address your problems and mistakes.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. So obviously, we’re seeing some relief in the commodity sector, but more broadly it’s, you know, whether or not how quickly are we going to see that number come down. So derivatives were a part where I was very intimidated.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. They create the benchmark. RITHOLTZ: How’d you end up at Merrill Lynch in the 1990s? DAVIS: Yes, exactly.

Investments 52

Investments Benchmarking Valuation Construction 52