Future CFO

AUGUST 14, 2023

The advisory firm noted that it surveyed 249 senior enterprise risk executives in May 2023 to provide leaders with a benchmarked view of 20 emerging risks for enterprises. Flawed financial planning assumptions.

Concentration 52

Concentration Benchmarking Auditing Economics 52

CFO Share

JANUARY 26, 2024

By selecting 5-8 KPIs, your force the business to concentrate activity around those key accomplishments. Consider industry benchmarks or standards to ensure alignment. Here’s a 6 step process for how to select KPIs suitable for your small business: Create a Comprehensive Business Plan. Gourmet restaurants focus on Avg.

Foreign Exchange 52

Foreign Exchange Concentration Benchmarking Prioritization 52

The Finance Weekly

NOVEMBER 27, 2023

They are widely used in , strategic planning and reporting to guide investment decisions. This measure aids in predicting future profits and establishing profitability goals and benchmarks. For long-term success, concentrate on KPIs that guide your overall strategy.

Budgeting 52

Budgeting General Ledger Sales Concentration 52

Future CFO

AUGUST 18, 2023

This allows the organisation’s core finance and accounting (F&A) operations to concentrate on more strategic work, such as financial analysis and planning. "We In the finance function, basic accounting processes like accounts payable, payroll and purchasing are often allocated under the shared services model.

Finance 52

Finance Communication Accounts Payable Invoicing 52

Barry Ritholtz

SEPTEMBER 3, 2024

It sounds like the career plan was always finance. Was that the plan? Heather Brilliant : It was not the plan. I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. How far out do you plan it? It’s about 80%.

Investments 59

Investments Valuation Concentration Marketing 59

Barry Ritholtz

SEPTEMBER 12, 2022

And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. And so, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning.

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

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. What, what was the career plan? Whereas the ETF is designed to be a more straightforward s and p 500 US only equity strategy 00:29:26 [Speaker Changed] And it’s concentrated 35 large cap stocks. a year, way over both. It’s in the top 1% of its peers. Morningstar five star gold rated.

Valuation 52

Valuation Investments Finance Math 52

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California.

Concentration 69

Concentration Valuation Marketing Investments 69

Barry Ritholtz

JUNE 7, 2023

Not to be like the Grim Reaper, but the reality is, if you’re not a multi manager and you’re not aggressively managing market risk, then you fall into the category of a long, short single manager that probably takes concentrated, more concentrated directional risk. What is that business plan look like?

Investments 111

Investments Concentration Profit and Loss Economics 111

Barry Ritholtz

OCTOBER 24, 2022

I think it was just a bit of poor planning more than anything else. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. NORTON: No.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. And the division that I was in was below plan. So it leads to the question, what’s the secret to this longstanding outperformance against all benchmarks and, and all passive measures?

Benchmarking 106

Benchmarking Concentration Investments Profit and Loss 106

Barry Ritholtz

JULY 29, 2024

What were the career plan? So I came to New York, no job plans, no ideas. You know, met the board, really liked what they had to say about plans for Orion, spent some time with Eric. Full disclosure, my firm uses Orion as part of our tech stack and managing the four and a half or so billion dollars we have. When would you do it?

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

MARCH 26, 2024

What was the original career plan? 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. You get a BA in economics and poli sci from the University of Delaware.

Investments 59

Investments Marketing Concentration Economics 59

Barry Ritholtz

JULY 15, 2024

Was finance always the career plan? They take a benchmark in that case, the aggregate index is by bar the, the most common one used. Let, let’s allow you to do more and have a wider degree of risk and off benchmark in your sector. The young constraint typically does not have a benchmark. Matt Eagan.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

OCTOBER 13, 2023

Morgan found that, from 1980-2020, around 40% of the time a concentrated position in a single stock experienced negative absolute returns. Swift began to execute a plan to regain control and in the process created a radical new blueprint for artists and music ownership. Recall J.P. Can It Be Done Again?

Benchmarking 52

Benchmarking Concentration Advertising Investments 52

Barry Ritholtz

DECEMBER 26, 2023

What was the original career plan? There was hardly any time for, for planning. Here’s how I would identify a core along you, you first and foremost, you identify what your benchmark is, how are you measuring your performance? 00:00:57 [ Stephen Suttmeier ] Thank you very much, Barry. So, yeah, I’m glad to have you.

Marketing 65

Marketing Leadership Finance Investments 65