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

E78 Partners

APRIL 9, 2024

In an era characterized by rapid digital transformation, businesses across the spectrum are leveraging technology to fuel progress, growth, and competitive advantage. Their guidance helps align your organization’s cybersecurity processes with established industry benchmarks.

Investments 59

Investments Compliance Securities Benchmarking 59

CFO Talks

MARCH 20, 2024

The Chartered Institute for Business Accountants (CIBA) leveraged the research as a foundation to develop its Chartered CFO designation. 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.

CFO 52

CFO Compliance Performance Measuring Education 52

The Finance Weekly

MARCH 5, 2024

Next, came a new solution, Datarails Connect , which leverages Excel's success to transform it into a kind of self-service BI solution, enabling finance professionals to become truly independent by connecting their entire data stack to Excel in a simple and self-service manner.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

CFO News Room

DECEMBER 26, 2022

10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies – Industry benchmarking studies can be a valuable tool for advisory firm owners to make better business decisions. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Global Finance

JUNE 6, 2024

This idea-management platform employs an AI digital assistant to help collect, evaluate, prioritize and report ideas. The bank leverages its annual technology investments and corporate culture to support clients’ financial needs through improved user experience and products. BTG Dol is the bank’s entrée into digital assets.

Banking 52

Banking Benchmarking Leverage Prioritization 52

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

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

Collectiv

FEBRUARY 2, 2022

By prioritizing adoption and the employee experience, Power BI helps enterprise teams optimize operations, increase profits, and see incremental ROI year after year. Benchmarking adoption helps users continuously learn to use Power BI and be rewarded for their efforts. Motivate Users with Incentives and Gamification.

Education 52

Education Benchmarking Data Analysis Prioritization 52

Spreadym

JUNE 27, 2023

By forecasting revenues and expenses, and creating budgets, organizations can prioritize investments, set realistic targets, and optimize resource allocation across departments or business units. Resource Allocation: Financial Planning and Analysis helps organizations allocate their resources effectively.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

MAY 31, 2023

These goals provide a clear direction for the organization and serve as benchmarks for measuring progress. Strategies involve making choices about how to allocate resources, compete in the market, leverage strengths, address weaknesses, and respond to opportunities and threats.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

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. And that’s been true through time.

Leadership 111

Leadership Investments Profit and Loss Technology 111

Barry Ritholtz

SEPTEMBER 3, 2024

And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value. So what do you use as a benchmark for the large cap fund? Is that, am I getting that right?

Investments 59

Investments Valuation Concentration Marketing 59

CFO News Room

NOVEMBER 14, 2022

Creating content, building a social media presence, leveraging platforms like YouTube, and developing as an influencer within a certain target group are business development tactics that should be encouraged for associate advisors who have the desire and ability to engage in them. 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.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

JANUARY 14, 2025

I always assumed it was the opposite that alright, they’re, you know, like the 1 30 30 funds or whichever variation you’re looking at, I always assume that they’re leveraged up and even if they’re long, short, all that money’s put to work. You’re saying that’s not the case? A lot of costs built in.

Investments 59

Investments Finance Profit and Loss Numbers 59

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. Barry Ritholtz ] 01:52:18 Not even prioritize. You sell a naked call, you [ Barry Ritholtz ] Right. Figure it out.

Marketing 112

Marketing Banking Treasury Profit and Loss 112