CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. Melanie Waddell | ThinkAdvisor).

Planning 130

Planning Education Investments Benchmarking 130

VCFO

JANUARY 27, 2022

Start the process by educating yourself on the insidious and dangerous impact of inflation. Leverage Your Relationships. It is imperative to incorporate periodic (and for key employees, frequent) updates to salary benchmarking studies and hourly pay benchmarking. Diversify Debt. Another option might be retention bonuses.

Benchmarking 78

Benchmarking Restructuring Leadership Planning 78

Future CFO

JANUARY 8, 2023

Quiet hiring” will create new avenues to snag in-demand talent Despite worries about a forthcoming recession and some layoff announcements, Gartner benchmarking data shows that a majority of HR leaders still expect the labor market to get more competitive. According to the advisory firm, the top nine workplace predictions are as follows.

Benchmarking 52

Benchmarking Prioritization Auditing Education 52

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. So, we take a very educational approach when dealing with clients and we have to explain what we’re asking for, why we’re doing it and how we’re going to be compliant with U.S. Buy Now, Pay Later. regulations.”.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

Future CFO

FEBRUARY 28, 2022

Besides leveraging learning and development opportunities offered by local governments, employees are encouraged to take charge of their career growth by using tools available to them. . Following which, they can carry out talent mapping with capability planning and benchmarking their finance team’s current and future skills.

Finance 52

Finance Accounting Benchmarking Leverage 52

PYMNTS

AUGUST 24, 2017

This month, the company published its latest analysis, The Financial Leaders’ Benchmarking Report , and the findings were “troubling,” in the words of APEX Analytix. Visibility, benchmarking, and independent review,” the executive said, “as they say, ‘You can’t manage what you don’t measure.’”.

Accounts Payable 40

Accounts Payable Invoicing Benchmarking Auditing 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. Skills and processes you might leverage to provide this include cash forecasting tools, deep dive analytics, and efficient startup models.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

CFO News Room

NOVEMBER 28, 2022

Furthermore, many of these clients might be saving for children’s education (or still have student loans themselves!), leveraging trusts when appropriate, and selecting the optimal assets for charitable giving. Psychology Of Financial Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. 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.

Mergers and Acquisitions (M&A) 58

Mergers and Acquisitions (M&A) Investments Marketing Education 58

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.

Practice Management 130

Practice Management Planning Leadership Communication 130

Barry Ritholtz

FEBRUARY 21, 2023

And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. So we’re probably a lot more patient, but at the same time, you know, highly educated in the questions we ask. And that’s been true through time.

Leadership 110

Leadership Investments Profit and Loss Technology 110

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And so, it’s a little bit of an educational process, but …. And so, I think the important thing is really from an education standpoint, right? I think there is a lot more education that has to happen within the space. BITTERLY MICHELL: … risk management.

Investments 118

Investments Marketing Profit and Loss Banking 118

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. We need to educate and attract talent to the industry.

Investments 58

Investments Communication Benchmarking Technology 58

Barry Ritholtz

AUGUST 29, 2022

BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. Had they shared a little bit of it, they still would’ve made tons of money and they would’ve been able to bank goodwill, lower the fees, and increase their beat rates against the benchmark because their fees are now lower.

Profit and Loss 68

Profit and Loss Marketing Investments Benchmarking 68

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. FP&A is instrumental in building a data-driven decision-making culture in the organization. That’s the future.

Financial Planning and Analysis (FP&A) 40

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

PYMNTS

SEPTEMBER 2, 2016

Uber Local Offers leverages Visa’s Commerce Network, which leverages the TrialPay platform that it acquired a couple of years back. The number of merchants who beat the overall industry benchmark rose 300 percent, and more merchants got out of the failing grade territory into the middle of the pack.

Benchmarking 40

Benchmarking Leverage Banking Securities 40

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 58

Investments Marketing Banking Benchmarking 58