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.

Finance 52

Finance General Ledger CFO Auditing 52

Future CFO

FEBRUARY 28, 2022

Pulkit Abrol (PA): It’s a remarkable age of change we now live in; the role of accountants and finance professionals has gone far beyond what the numbers mean. It helps them review their current skills, identify gaps, and plan learning opportunities to evolve in their roles. Have a look at it now to plan your next steps.

Finance 52

Finance Accounting Benchmarking Leverage 52

The CFO College

APRIL 8, 2021

You’ll really want to delve into the pain points of business owners (saving money, reducing tax burden, and increasing bottom line), tax opportunities and planning, and GAAP accounting and solutions. You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

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.

Education 130

Education Planning Investments Benchmarking 130

PYMNTS

JUNE 30, 2016

Though some are planning not to react at all until they know they have something to worry about, Dangelmaier explained, others are already planning for the worst-case scenario. This time of uncertainty has left many unable to really plan a next move. With the U.K. With the U.K. in order to employ people from the E.U.

Currencies 41

Currencies Benchmarking eCommerce Valuation 41

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. This mix can include a wide range of health-related benefits (e.g.,

Benchmarking 74

Benchmarking Leadership Education Compliance 74

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

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. Achieving that goal means investing time and money, mostly around planning and implementing best practices. With increased risk comes the need for increased duty of care. Be personal.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. 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. Number one, you put it back into the business.

Leadership 109

Leadership Investments Profit and Loss Technology 109

Barry Ritholtz

JULY 29, 2024

Not only has she been named to a number of hundred most influential women in finance, I don’t know many people who have seen as much of this industry on the front lines as she has for as long as she has, and is now in a position to very much drive change within the industry as CEO. What were the career plan? When would you do it?

Investments 57

Investments Communication Benchmarking Technology 57

Barry Ritholtz

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. 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. I was on the Producer Price Index. RITHOLTZ: At the BLS, no.

Investments 52

Investments Valuation Benchmarking Marketing 52

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.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

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?

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

FEBRUARY 13, 2023

And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. Was that something you were planning on doing or — RIEDER: No. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. You said BlackRock absorbed R3.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. This year, the PYMNTS data and analytics team published 252 reports that tracked the data, innovations and disruptive thinking that are reshaping the payments and commerce business. Buy Now, Pay Later.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. And so, it’s a little bit of an educational process, but …. 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.

Investments 117

Investments Marketing Profit and Loss Banking 117

CFO News Room

DECEMBER 7, 2022

Communications that include generic brand content, purely educational material, market commentary, and event sponsorship, by themselves, are not deemed to be advertisements. To be considered an advertisement under the first prong, the communication must offer the adviser’s services with regard to securities.

Advertising 130

Advertising Marketing Communication Compliance 130

Barry Ritholtz

NOVEMBER 14, 2023

She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. You have to say something positive X number of times that you The 00:24:30 [Speaker Changed] Sandwich. It’s an elite executive education program.

Math 52

Math Leadership Investments Entertainment 52

The Charity CFO

MARCH 16, 2022

And, uh, they, I would imagine that many funders are that way that they have kind of a standard, a benchmark of this is what we’re measuring all the other grants too, to your point, when they’re reviewing hundreds, if not more grant applications, that they can kind of compare apples to apples. How are you going to do that?

Nonprofit 52

Nonprofit Budgeting Accounting Investments 52

Barry Ritholtz

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. I — I couldn’t believe the numbers. BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. And that’s why he is really a — a fascinating character.

Profit and Loss 67

Profit and Loss Marketing Investments Benchmarking 67

PYMNTS

MARCH 11, 2020

But still possibly a bargain price — as the number of global flights has been curtailed, the price of first-class tickets to places like Hong Kong have ballooned to $35,000 a pop. That move followed an earlier announcement of a surprise interest rate cut by the BoE, dropping its benchmark rate to 25 percent.

Benchmarking 52

Benchmarking Economics Education Manufacturing 52

Barry Ritholtz

JULY 15, 2024

Was finance always the career plan? 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. I had a number of other things as well.

Investments 57

Investments Marketing Banking Benchmarking 57

Planful

SEPTEMBER 13, 2016

I had a chance to connect with Nilly Essaides , the Director and Practice Lead, Financial Planning & Analysis (FP&A) at the Association for Financial Professionals. They need to know how to tell stories about numbers. Here’s what she had to say about what’s new and what’s coming in FP&A.

Financial Planning and Analysis (FP&A) 40

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

Barry Ritholtz

MAY 21, 2024

What was the career plan? Well, there was no career plan really. So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. Rule number nine from Bob Farrell.

Finance 57

Finance Marketing Numbers Investments 57

Barry Ritholtz

JANUARY 31, 2023

And in my career, I feel like the Canadian, they produce a large number of economists. I mean, for me, it was a great education, I think those first, you know, seven or eight years at Merrill, because I had Rosie. It’s a giant number. And number two, what was the call that Greenspan nailed? DUTTA: I have no idea.

Economics 57

Economics Marketing Manufacturing Profit and Loss 57