Barry Ritholtz

FEBRUARY 21, 2023

BUCKLEY: I think it’s one huge lesson for us, and it’s brought out in our leadership team. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. I want to put that in context of leadership. Great leaders, you’ve got to embrace your reality.

Leadership 111

Leadership Investments Profit and Loss Technology 111

E78 Partners

APRIL 9, 2024

Announcement: Ensure that portfolio company leadership and security teams are aligned on the required cybersecurity measures during the post-acquisition phase. Their guidance helps align your organization’s cybersecurity processes with established industry benchmarks.

Investments 59

Investments Compliance Securities Benchmarking 59

E78 Partners

SEPTEMBER 14, 2023

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. Resource Allocation & Prioritization : Evaluate if resources are optimized and aligned with strategic imperatives.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 20, 2024

This prioritization underscores the value placed on a CFO’s ability to anticipate and prepare for future challenges, steering the company towards long-term success and sustainability. Strong communication, change management, and leadership skills are crucial in this role.

CFO 52

CFO Compliance Performance Measuring Education 52

Spreadym

AUGUST 17, 2023

Financial reporting dashboards can be used by various departments within an organization, including finance, operations, sales, marketing, and executive leadership. Prioritize the parameters that align with the CFO's responsibilities and strategic goals. This is particularly valuable for executives, managers, and financial analysts.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

Barry Ritholtz

NOVEMBER 14, 2023

I had been watching PGIM, I had been watching their reputation and their brand grow exponentially under David Hunt’s leadership. And I often need to change my leadership style. They might have, you know, risk parameters, they might have liquidity needs, they might wanna track a benchmark. I was really excited about it.

Math 52

Math Investments Leadership Entertainment 52

Barry Ritholtz

SEPTEMBER 3, 2024

And from there, I I really realized that while I loved being an investor or making investment recommendations, I also felt like it wasn’t perhaps my true genius and that I might be more successful in the long run to focus on a leadership direction of my, my career. So what do you use as a benchmark for the large cap fund?

Investments 59

Investments Valuation Concentration Marketing 59

CFO News Room

NOVEMBER 14, 2022

Prior to founding Journey, Penny ran a consulting and coaching firm called Thrivos Consulting, and prior to that worked in various leadership positions across the financial services industry. They also serve as a benchmark for whether team members are succeeding in their roles on an ongoing basis. How would you prioritize them?

Practice Management 130

Practice Management Planning Leadership Communication 130

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. And something that Orion’s a big part of. Not too bad then.

Investments 59

Investments Communication Benchmarking Technology 59

CFO Talks

JUNE 7, 2024

This initiative, spearheaded by the International CFO Alliance (ICFOA) and akin to the Chartered Financial Officer CFO(SA) designation, seeks to provide clear benchmarks for what businesses should expect from their CFOs.

CFO 52

CFO Benchmarking Prioritization Finance 52

Barry Ritholtz

JANUARY 14, 2025

But the most important about idea of meritocracy is really from a leadership standpoint, people have to feel safe bringing up ideas that they’re not gonna get, you know, yelled at. And so if you are a very large invest organization, you do have to prioritize. So getting accessibility for people to deliver.

Investments 59

Investments Finance Profit and Loss Numbers 59

Barry Ritholtz

OCTOBER 3, 2023

So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. 00:20:43 [Speaker Changed] So prior to that, have you had any management experience or leadership experience that’s a big raucous floor, and I would imagine that desk was, was a handful to deal with. I can’t make money.

Marketing 112

Marketing Banking Treasury Profit and Loss 112