The Charity CFO

MARCH 22, 2024

Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Check out these tips for leveraging data as a nonprofit leader.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Nerd's Eye View

AUGUST 23, 2022

In this episode, we talk in-depth about how Shari developed her 5-prong “Maximize the Return on Life” approach with clients and how she and the rest of the advisors in her firm iteratively built over time their “CFO Family Checklist” of planning issues to discuss with clients, how Shari’s firm uses the Diamond Teams approach (..)

Planning 60

Planning Benchmarking CFO Leverage 60

The Finance Weekly

JULY 14, 2024

To reach that objective, the company's development team might set an operational benchmark of developing a prototype of the platform for beta testing within six months. Instead, leveraging FP&A software for long-range planning offers numerous advantages: Segregating the data in one place saves time.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

Barry Ritholtz

AUGUST 26, 2022

What he saw stunned him: The previous broker outsourced much of his asset management to third-party managers; Digging into the specifics he was gobsmacked by the details: Sub-$1m accounts charged 1.25% for a high turnover, actively managed SMA which lagged its benchmark by a few 100 basis points. First Rule of Running Other Peoples’ Money?

Concentration 141

Concentration Benchmarking Investments Accounting 141

Future CFO

MAY 9, 2023

We expect more accompanying rules to follow in China , such as specific supervisory benchmarks on capital adequacy and/or leverage requirements,” Fitch said. Uncertainties remain regarding regulators’ management of contagious effects within an FHC and potential moral hazard, the firm noted.

Benchmarking 52

Benchmarking Leverage Investments Marketing 52

Strategic Treasurer

MAY 12, 2022

AI and ML Investments Expected to Grow, Supporting Security and Fraud Prevention. Benchmarking: Personal Best. The rest largely benchmark against companies in similar industries, while some also benchmark against those of a comparable size or complexity level. The vast majority were North American corporates (91%).

Prioritization 52

Prioritization Compliance Securities Benchmarking 52

CFO News Room

DECEMBER 21, 2022

The most recent Singles’ Day underscored the elevation of brands’ China strategies from promotional campaign investments to long-term customer retention. Member enrollment volume on Tmall increased by over 10% compared to the previous cycle, nearly 20 times the industry benchmark. Better Quality, Better Differentiation. With almost 1.6

Sales 100

Sales Benchmarking Entertainment Retail 100

Global Finance

JUNE 6, 2024

Its anti-vishing protocol uses a push notification sent to a client’s phone with a unique code to prove the agent’s identity. Latin America BTG Pactual In recent years, Banco BTG Pactual developed a digital platform to leverage opportunities in Latin America. BTG Dol is the bank’s entrée into digital assets.

Banking 52

Banking Benchmarking Leverage Prioritization 52

E78 Partners

SEPTEMBER 10, 2024

Actionable Insights: DSOs should regularly benchmark RPP against industry standards and historical data to identify trends and variances. Actionable Insights: To enhance CCAR, DSOs should invest in staff training focused on coding accuracy and claim submission processes.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Healthcare Benchmarking Auditing 52

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Centage

DECEMBER 1, 2021

They’re focused less on benchmarking current performance to the predicted budget and instead want to leverage real-time data to understand what the future looks like. But times have changed – which is why financial forecasting is more important than your annual budget.

Forecasting 98

Forecasting Budgeting Financial Planning and Analysis (FP&A) Benchmarking 98

Collectiv

JUNE 13, 2023

Let’s look at three ways to leverage Power BI for nonprofits so you can use your data effectively. When any organization leverages data, it must be reliable. As a result, you can be confident that the data you’re sharing with your community or leveraging to create change is as accurate as possible.

Nonprofit 52

Nonprofit Leverage Analyzing Data Budgeting 52

PYMNTS

NOVEMBER 3, 2020

Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. The connection will let firms that have invested in Aptean digitize their AP processes with Palette's offering.

Credit Risk 88

Credit Risk B2B Accounts Payable B2C 88

Centage

JANUARY 18, 2024

Stronger interdepartmental communication and collaboration is a good benchmark to set as a best practice for this year. Here are some more key practices that leverage technology to enhance collaboration, streamline accurate forecasting and reporting, and unlock more time for high-value strategic analysis.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Risk Management Leverage 40

CFO Thought Leader

OCTOBER 1, 2023

“Never waste a good crisis: Having that IPO door slammed became a pivotal moment in our future success,” comments Leet, who tells us that ExactTarget then turned to private investors for funding, which allowed the company to generously invest in the business at a time when many firms were curtailing their spending. billion deal in 2013.

CFO 52

CFO Leadership Finance Leverage 52

CFO Leadership

APRIL 10, 2023

Achieving that goal means investing time and money, mostly around planning and implementing best practices. Leverage technology. Leverage tools that provide omnipresent support should disruptions occur. This practice helps keep everyone on the same page, aligns stakeholders around business judgment rules, and minimizes risk.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

The Finance Weekly

JULY 14, 2024

To reach that objective, the company's development team might set an operational benchmark of developing a prototype of the platform for beta testing within six months. Instead, leveraging FP&A software for long-range planning offers numerous advantages: Segregating the data in one place saves time.

Planning 52

Planning Leadership Budgeting Financial Analyst 52

Centage

SEPTEMBER 11, 2023

Benchmarking Performance Budget vs actuals analysis provides a starting point you can measure your business’s financial performance against. Making Informed Financial Decisions Resource allocation, investment opportunities, and strategic shifts are all made easier using the insights gleaned from budget vs actuals analysis.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

Future CFO

FEBRUARY 27, 2024

She cites the example of investing in renewable energy as a sustainability initiative that integrates ESG principles by reducing carbon emissions while also creating social benefits like job opportunities and improved public health. According to Soni, ESG factors are often integral to sustainability efforts.

Leadership 98

Leadership Compliance Financial Reporting Economics 98

E78 Partners

SEPTEMBER 10, 2024

Actionable Insights: DSOs should regularly benchmark RPP against industry standards and historical data to identify trends and variances. Actionable Insights: To enhance CCAR, DSOs should invest in staff training focused on coding accuracy and claim submission processes.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Healthcare Benchmarking Auditing 40

Nerd's Eye View

FEBRUARY 14, 2023

What's unique about Jim, though, is how he has built an RIA platform approaching $25B in AUM in just 5 years, and the way he’s managed everything from hiring and staffing to raising outside investor capital in order to make the investments necessary to achieve scale as a middle and back-office support platform for independent advisors.

Benchmarking 52

Benchmarking Compliance Practice Management Leverage 52

CFO Talks

MARCH 20, 2024

The Chartered Institute for Business Accountants (CIBA) leveraged the research as a foundation to develop its Chartered CFO designation. The CFO must also allocate finance resources effectively to drive the greatest return on investment while managing risks associated with global operations and evolving financial reporting standards.

CFO 52

CFO Compliance Performance Measuring Education 52

Nerd's Eye View

JUNE 27, 2023

In this episode, we talk in-depth about how, in 2022, Eric and his wife Kali faced a tumultuous year the firm dipped from $600,000 to $500,000 of revenue run rate in just the first few months and because it coincided with the arrival of their first child they didn’t have the bandwidth and capacity to adapt, how, to help with capacity constraints, (..)

Valuation 60

Valuation Benchmarking Communication Leverage 60

Future CFO

MAY 2, 2023

Therefore, leveraging cloud-based automation can help the finance function streamline its internal processes to achieve greater accuracy in lesser time. According to Gartner, success in digital investments and intended business outcomes are highly dependent on strong CFO-CIO partnerships.

Finance 52

Finance Benchmarking Communication Education 52

Adam Kae

JULY 17, 2023

It's important to have a specialized hire to help you go over industry benchmarks, historical data analysis, and forecasting techniques to enhance your decision-making process. Capital Investment and Financing Options Scaling a digital marketing agency sometimes requires capital investments.

CFO 52

CFO Marketing Cash Flow Forecasting Forecasting 52

PYMNTS

NOVEMBER 22, 2019

That estimation comes from analytics firm Credit Benchmark. As the Journal notes, the credit cycle may be turning – during a time when, as Morgan Stanley has contended, 57 percent of companies that were purchased in leveraged buyout transactions have debt loads that are at least six times that of EBITDA, a rough measure of cash flow.

Benchmarking 43

Benchmarking Leverage Restructuring Currencies 43

CFO Talks

MARCH 19, 2024

The CFO needs to consider how AI can be leveraged not just for automating routine tasks, but also for providing deeper insights into financial forecasting, risk management, and strategic decision-making. Leveraging Technology for Communication In today’s digital age, leveraging technology to communicate the finance agenda is crucial.

CFO 52

CFO Communication Finance Budgeting 52

CFO News Room

DECEMBER 26, 2022

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Financial Planning.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Centage

JANUARY 4, 2022

It offers a critical benchmark for comparison enabling stakeholders to see progress or areas of weakness within a given timeframe. For instance, measuring financial performance by net profit or a project’s return on investment (ROI) can help SMBs see how that activity directly impacted the business. Or is it merely interesting?

Financial Reporting 94

Financial Reporting Budgeting Accounts Payable Benchmarking 94

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. For these individuals, advisors who leverage advanced retirement income planning techniques could be particularly attractive. Pat Cleary | Alpha Architect).

Communication 130

Communication Investments Planning Marketing 130

Future CFO

SEPTEMBER 17, 2020

APIs and cloud The next-generation digital platform will use APIs and cloud technology to provide a set of common processing services that banks have historically invested in individually, saving the industry time and money, SWIFT pointed out.

Benchmarking 40

Benchmarking Reconciliations Leverage Securities 40

PYMNTS

AUGUST 21, 2019

Corporates have invested heavily in improving the way they receive payments from customers; however, we haven’t seen the same advancements in how payments are made to suppliers. Coupa is leveraging artificial intelligence (AI) and BSM community insights to give customers real-time insights and benchmarks for smarter spending decisions.

Benchmarking 48

Benchmarking Reconciliations Budgeting Compliance 48

E78 Partners

SEPTEMBER 14, 2023

It involves creating detailed plans and budgets for various aspects of an organization’s operations, such as revenue, expenses, capital investments, and more. At its core, a BP&B Health Check is a benchmarking exercise that evaluates an organization’s strategic alignment and financial agility against industry standards.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Financial Modeling Benchmarking 52

PYMNTS

JULY 28, 2019

If the transaction is successful, Blackstone will have roughly doubled the value of its original investment in Refinitiv in just nine months. billion in debt at the end of last year due to its leveraged buyout by Blackstone. Refinitiv had $12.2 LSE will be taking on that debt under the proposed deal.

Benchmarking 43

Benchmarking Financial Data Leverage Technology 43

VCFO

JANUARY 27, 2022

Leverage Your Relationships. When making decisions in this area, think in terms of time and money invested in your workforce. It is imperative to incorporate periodic (and for key employees, frequent) updates to salary benchmarking studies and hourly pay benchmarking. Diversify Debt.

Benchmarking 78

Benchmarking Restructuring Leadership Planning 78

PYMNTS

DECEMBER 20, 2019

PYMNTS breaks down the latest VC investments below. million funding round in a press release this week, with the seed investment led by Aya Peterburg of Haim Sadger and S Capital. The Series A funding was led by Benchmark, the company said in a press release , though they did not elaborate on exact plans for the funds.

Startups 52

Startups B2B Treasury Benchmarking 52

PYMNTS

NOVEMBER 6, 2019

million Series A funding round, led by Benchmark. ” Digits, which is currently invite-only, describes itself as “a counting company” that leverages APIs, classification algorithms and machine learning techniques to provide a real-time view into a business’ finances. “As Digits’ production systems now see over $1.5

Startups 43

Startups Benchmarking Leverage Financial Reporting 43