Future CFO

MARCH 19, 2023

According to a poll of more than 250 CFOs and senior finance leaders on March 13, 2023, the top actions among CFOs following the recent high-profile bank-related failures include educating their boards on current risk exposures and assessing the risk and viability of current funding sources.

Planning 52

Planning Concentration Banking Education 52

Future CFO

AUGUST 14, 2023

Third-party viability was the top fast-emerging risk that organisations are monitoring most closely in the 2Q23 survey, Gartner pointed out, adding that financial planning uncertainty was ranked the third among emerging risks for enterprises, followed by cloud concentration risk.

Concentration 52

Concentration Benchmarking Auditing Economics 52

Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. This may involve contributing to retirement accounts (e.g.,

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

The Finance Weekly

OCTOBER 13, 2021

Universities had to move to online learning when students were suddenly obliged to stay at home due to local health restrictions, while still providing them with a good educational experience. Concentrate on particular areas of improvement. Centralize risk management activities. Secure a quick win. Secure a quick win.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. .” I know our education plan is on track for retirement.”

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. And so, it’s a little bit of an educational process, but ….

Investments 120

Investments Marketing Profit and Loss Banking 120

Barry Ritholtz

DECEMBER 6, 2022

BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. They work very hard when I was growing up to give me like a really good education. You also have an S&P 500 Covered Call.

Investments 65

Investments Marketing Numbers Risk Management 65