CFO News Room

DECEMBER 16, 2021

The number of ongoing claims for state unemployment programs totaled 1.960 million for the week ending November 27, a rise of 403,147 from the prior week (see second chart). The gain was concentrated in the Pandemic Unemployment Assistance program and the Pandemic Emergency UC program, which accounted for 93,338 of the 107,674.

Concentration 130

Concentration Economics Numbers Investments 130

Global Finance

DECEMBER 6, 2024

Boosted by solid economic and business growth in key countries, including Saudi Arabia, the United Arab Emirates (UAE), and Qatar, the number of high net worth individuals (HNWIs) and ultrahigh net worth individuals (UHNWIs) continues to rise. Younger HNWIs are also increasing their numbers in the Middle East.

Banking 52

Banking Concentration Investments Risk Management 52

CFO News Room

FEBRUARY 2, 2022

Going forward, the network of participants and the number of use cases could continue to see rapid growth, giving cryptocurrencies in this category plenty of further upside. In 2021, there were a number of digital asset company IPOs, led by Coinbase , the largest listing (IPO, SPAC, or otherwise) of any digital asset company in history.

Concentration 130

Concentration Investments Securities Currencies 130

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 98

Investments Currencies Treasury Hurdle Rate 98

Barry Ritholtz

FEBRUARY 5, 2025

He learned about alts working under the legendary David Swensen at the Yale University Investments Office. His latest book is Private Equity Deals: Lessons in investing, dealmaking, and operations. Is this the right investment vehicle for me? I think that’s generally how the media works at investing, right?

Investments 59

Investments Concentration Marketing Leverage 59

Nerd's Eye View

JUNE 28, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

Concentration 75

Concentration Prioritization Auditing Compliance 75

Generation CFO

JANUARY 28, 2022

He suggests organisations need a safe space where the numbers will not be used as a stick to beat you with. “It ” “ It’s fair to say the first five years in the boardroom was a battle with that unspoken discrimination, at least until I had grown the required number of grey hairs.”.

CFO 200

CFO Math Concentration Finance 200

CFO News Room

NOVEMBER 16, 2022

This is the approach that a number of automakers are embracing. In an era of instability and uncertainty, executives may feel that if they invest enough money in the company’s prediction capabilities, they’ll know where to focus their efforts to increase the resilience of their supply chains and can make big, long-term bets with confidence.

Concentration 130

Concentration Prioritization Investments Manufacturing 130

CFO News Room

JANUARY 31, 2023

I have come to think of it in terms of concentric circles, each smaller than, and fully contained in, the larger category. I have written a number of papers ( this , and this ) on the nature of “truly voluntary,” or euvoluntary , exchanges. For me, the categories are exchange relations, market societies, and capitalism.

Concentration 130

Concentration Economics Marketing Currencies 130

CFO Talks

NOVEMBER 29, 2024

This early encouragement played a key role in shaping my future, as it introduced me to the world of business and numbers. Understand that as a CFO, your role is not just about numbers but about influencing and guiding the organisation’s financial health and strategy. What advice would you give to someone aspiring to be a CFO?

CFO 95

CFO Auditing Leadership Finance 95

Nerd's Eye View

FEBRUARY 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

Concentration 98

Concentration Treasury Budgeting Leverage 98

The Charity CFO

DECEMBER 23, 2024

Days of Cash on Hand Days of cash on hand: (Average daily operating expenses) / (Current cash and cash equivalents) This represents the number of days an organization can operate without additional cash flow. Maintaining higher cash reserves can mitigate the risk associated with high revenue concentrations.

Nonprofit 52

Nonprofit Numbers Profit and Loss Concentration 52

CFO Thought Leader

APRIL 15, 2024

He recalls a strategic moment when he realized that narrowing his investments from many down to just three to five key stocks would greatly amplify his success. Semperis’s CFO insists on a robust framework within which sales efforts align precisely with company goals and resources are invested in segments that drive the most value.

CFO 52

CFO Investments Concentration Restructuring 52

Future CFO

AUGUST 3, 2023

Global VC investment dropped for the sixth consecutive quarter in Q2’2023 – falling from US$86.2 In Asia, VC investment fell for the 6th consecutive quarter, reaching only $20.1 The Americas accounted for the largest share of VC investment with $42.9 The Americas accounted for the largest share of VC investment with $42.9

Investments 52

Investments Concentration Startups Education 52

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Concentration 75

Concentration Analyzing Data Tax Planning Leverage 75

Global Finance

AUGUST 27, 2024

GF : Any advice for investment managers when selecting a global custodian? Adams: Many companies are looking to expand into these markets and rightfully so, when you consider the number of untapped opportunities. This will bring further comfort to investors and lead to additional investment in listed securities.

Concentration 105

Concentration Investments Securities Finance 105

PYMNTS

JANUARY 26, 2021

Ariel AI had been concentrating on a type of AI called computer vision, which is used to develop augmented reality (AR) functionalities, CNBC reported. million in investments before the Snap deal, CNBC reported, citing Crunchbase. Moreover, the number of VR users globally increased to 171 million in 2018.

Startups 77

Startups Concentration Leverage Retail 77

PYMNTS

NOVEMBER 13, 2019

The sneaker and sports apparel company said it is going forge new retail partnerships and concentrate on its direct business. We will continue to invest in strong, distinctive partnerships for Nike with other retailers and platforms to seamlessly serve our consumers globally.”.

Concentration 81

Concentration eCommerce Retail Sales 81

CFO News Room

NOVEMBER 7, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Orion’s Redtail launches “Redtail Campaigns” in partnership with Snappy Kraken to facilitate CRM-based drip marketing emails. Which just further highlights how challenging it can be to break into the RIA custody business.

Compliance 130

Compliance Communication Planning Concentration 130

Global Finance

JULY 26, 2024

With over 400 out-of-the-box composable business capabilities and digital journeys, including accounts payable (A/P) and receivable (A/R), banks can quickly create tailored, segment-specific applications and services for their customers and employees: from onboarding to origination, servicing, and investing.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

Barry Ritholtz

AUGUST 1, 2023

Tech Concentration : Yes, a handful of giant tech stocks are driving market gains. Some folks who are more familiar with the numbers than I have suggested it will not be pretty. Understand your investment horizon, be it minutes or decades. Never use someone else’s narrative to justify your investment behavior.

Forecasting 98

Forecasting Concentration Valuation Economics 98

Barry Ritholtz

JANUARY 24, 2024

Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. underlying investment strategy similar to what you intended. Equity returns. Ari Rosenbaum, welcome to At The Money.

Concentration 98

Concentration Investments Accounting Marketing 98

Musings on Markets

OCTOBER 4, 2023

The NASDAQ also gave back gains in the third quarter, but is up 27.27% for the year, but those gaudy numbers obscure a sobering reality. In spite of losing 3.65% of their value in the third quarter of 2023, large cap stocks are still ahead 12.13% for the year, but small cap stocks are now back to where they were at the start of 2023.

Marketing 121

Marketing Treasury Valuation Investments 121

PYMNTS

JULY 13, 2020

Walmart’s in-store clinics have been growing in number and popularity for some time, and the retail giant sees itself as part of healthcare now and not just a retailer checking shoppers’ vital signs for a fee. Telehealth in its various forms is where much of the post-pandemic action is concentrated. We’re in healthcare.

Healthcare 87

Healthcare Concentration Startups Retail 87

PYMNTS

APRIL 13, 2020

New customers for Amazon grocery delivery will be directed to a waitlist so the eCommerce giant can concentrate on fulfilling backlogged orders, the company said on Sunday (April 12).

Concentration 71

Concentration eCommerce Securities Sales 71

Future CFO

APRIL 22, 2024

The right mix between remote [and] in-person office work is a constant investment,” Cheah says. He says Finance is now, more than ever, moving from the traditional role of being just a “number cruncher”. Then, they must set the priorities for the organisation before moving to the particulars of upskilling and reskilling.

Finance 98

Finance Budgeting Accounts Payable Concentration 98

VCFO

NOVEMBER 7, 2023

It entails a deep dive into many facets of operations including the status of contracts, customer concentration risk, the ability to deliver services, and other expense drivers. Operationally experienced professionals are well-versed in navigating company-specific matters that often hide behind raw numbers on paper.

Valuation 83

Valuation Auditing Concentration CFO 83

PYMNTS

OCTOBER 8, 2019

In terms of the total amount invested to date in FinTechs, as tracked by PYMNTS via the India FinTech Tracker, the year to date tally stands at just under $3.7 Taking the pulse of where we stand coming into the last few months of 2019, deal activity has seemingly been concentrated within the alternative finance and investment arenas.

Finance 57

Finance Concentration Startups Investments 57

The Finance Weekly

JULY 14, 2024

Long range planning extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

CFO News Room

JANUARY 11, 2023

Sellers need to avoid a spread-the-peanut-butter approach and instead concentrate resources on the most promising opportunities. We expect Google will expand its customer-facing organizations in its focus areas (cloud, search, and YouTube), even as it pares back other businesses and reduces the number of non-customer-facing positions.

B2B 100

B2B Sales Concentration Restructuring 100

PYMNTS

AUGUST 27, 2020

Walmart is selling two of its online brands in a continuing goal to concentrate on its website. The number of customers we’re serving in these categories on Walmart.com, along with the corresponding sales volume, is very different than before each acquisition,” Walmart told Bloomberg in an emailed statement.

Concentration 57

Concentration Advertising eCommerce Manufacturing 57

Musings on Markets

OCTOBER 4, 2021

When it was founded in in 2010 by by Vijay Sharma, it operated as a pre-paid mobile platform, but its market then was small both in terms of numbers and services offered. In 2018, it added a Paytm Money , for investment and wealth management, and in 2019, it launched a Paytm for Business app for merchants to track payments.

Valuation 97

Valuation Profit and Loss Investments Numbers 97

Musings on Markets

MAY 5, 2023

In addition, banks can also invest some of the cash in securities, usually fixed-income, and with varying maturities and degrees of default risk, again earning income from these holdings. Morgan and other wealthy bankers to step in and save the system, the Federal Reserve Bank was created in 1913.

Banking 98

Banking Profit and Loss Securities Investments 98

CFO Talks

OCTOBER 31, 2024

Rowen’s career in finance and leadership has positioned him as an influential figure, serving in executive roles across various sectors, including transportation, investment, and industrial management. I’ve always had a natural inclination toward numbers; they just made sense to me in a way that’s hard to explain.

CFO 97

CFO Leadership Communication Problem Solving 97

Future CFO

FEBRUARY 13, 2023

We also started to utilise Power BI for the creation of consolidated reporting materials that are easy to digest instead of referring to heavy excel sheets for the numbers. “We “We onboarded with Docusign to facilitate more secure digital signatures for transactional and legal documents.

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

Musings on Markets

OCTOBER 6, 2023

The Rise of Intangibles While the debate about intangibles, and how best to value them, is relatively recent, it is unquestionable that intangibles have been a part of valuation, and the investment process, through history. With that said, it is clear that the debate about intangibles has become more intense in the last two decades.

Valuation 126

Valuation Profit and Loss Accounting Investments 126

Future CFO

NOVEMBER 28, 2019

Investing for scale, preventing scope creep from destroying margins, and customer centricity are CFO qualities that are significantly related to the best performing organisations,” said Jason Boldt, research director in the Finance practice at Gartner. The CFO opportunities that disruptions bring. Business transformation.

CFO 52

CFO Concentration Economics Investments 52