CFO Plans

JANUARY 27, 2025

By leveraging key revenue drivers and employing targeted financial strategies, business owners can achieve sustainable growth. Concentrating on key revenue drivers and employing effective financial prioritization can maximize ROI and establish a strong foundation for future success.

Prioritization 52

Prioritization CFO Concentration Planning 52

CFO Talks

NOVEMBER 21, 2024

My goal is to leverage my experience and skills in finance and strategic management to drive growth, operational efficiency, and long-term success for an organization. My go-to strategy for staying productive during long workdays is playing calming focus music in the background, which helps me maintain concentration and a relaxed mindset.

CFO 98

CFO Leadership Communication Problem Solving 98

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Concentration 98

Concentration Treasury Budgeting Leverage 98

Barry Ritholtz

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA.

Concentration 141

Concentration Benchmarking Investments Accounting 141

Barry Ritholtz

MAY 16, 2023

Economists have lamented the growing coastal concentration of their wealth. He is the founder and CIO of Social Leverage , where he makes early-stage investments. Social Leverage recently launched its 4th fund. A politics of resentment in America has fed on it, too. Then election deniers decided to run for local office.

Concentration 105

Concentration Leverage Economics Education 105

CFO Thought Leader

AUGUST 6, 2024

He advocates for leveraging automation to handle routine tasks, allowing teams to concentrate on strategic exceptions. Inside The Mentoring Round CFO Todd Patriacca emphasizes the strategic implementation of technology automation, focusing on areas that enhance efficiency and reduce internal costs.

CFO 52

CFO Concentration Leverage Finance 52

Global Finance

JUNE 14, 2024

Advancements in AI and generative AI have significantly influenced institutions like JP Morgan that leverage these technologies to enhance their digital, data and cloud infrastructure. A value-based approach can leverage the existing power of digital and cloud to evolve quickly with complete transparency and auditability.

Leverage 93

Leverage Risk Management Concentration Compliance 93

Nerd's Eye View

OCTOBER 25, 2022

In this episode, we talk in-depth about how, as Chad focused increasingly on serving a niche of Gen X and Gen Y physicians, he noticed an increasingly large overlap in the types of financial planning issues he was solving client after client that led him to a systematized surge approach to client review meetings, how almost reaching a point of burnout (..)

Leverage 52

Leverage Concentration Communication Planning 52

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. For example, commerce operators like Timberland and Macy’s are demonstrating how to leverage VR-equipped smart mirrors for tasks like checkout and product testing.

Startups 77

Startups Concentration Leverage Retail 77

PYMNTS

FEBRUARY 28, 2019

Divesting the Speedpay business allows us to concentrate our resources on our cross-border money movement strategies and monetize a non-core asset for our shareholders.

Concentration 79

Concentration Currencies Healthcare Education 79

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

Future CFO

JULY 17, 2023

Treasurers should take leverage in-house banking, payments-on-behalf (POBO) and collections-on-behalf (COBO) models, and virtual accounts. Doing so reduces transaction costs and enables greater cash concentration, allowing treasurers to address disruptions and maximise investments more easily. 3) Enhance working capital management.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

Barry Ritholtz

FEBRUARY 5, 2025

They were leveraged so this wasn’t like a bad year, this was a wipeout. Concentration, leverage, and illiquidity. So you’ve seen an increased concentration of the assets going to certain managers in the hedge fund space. How can an investor evaluate those risks in advance?

Investments 59

Investments Concentration Marketing Leverage 59

CFO News Room

FEBRUARY 2, 2022

government securities, debt securities, municipal securities, money market funds, securitized/asset-backed securities, and sovereign bond risks, all of which could significantly and adversely affect the value of an investment in the Fund.

Concentration 130

Concentration Investments Securities Currencies 130

Nerd's Eye View

JUNE 6, 2023

In this episode, we talk in-depth about how, while working with ultra-high-net-worth clients, Adam began to draw his own financial maps to help him better visualize his clients’ complex financial situations on one page (and then realized that by showing his financial planning maps to his clients, they became better engaged in the financial planning (..)

Education 98

Education Concentration Planning Compliance 98

PYMNTS

NOVEMBER 22, 2016

“As banks concentrate on providing overdrafts to large businesses, SMEs have had to look elsewhere to support their short-term funding needs,” the executive stated. “The referral scheme will leverage the U.K.’s

Banking 70

Banking Concentration Invoicing Finance 70

Nerd's Eye View

SEPTEMBER 20, 2022

Tim is the founder of PrairieView Wealth Partners, a hybrid advisory firm based in Orland Park, Illinois, that oversees $100 million in assets under management for 190 client households.

Concentration 96

Concentration Restructuring Planning Leverage 96

Global Finance

JULY 26, 2024

As the dynamic payments landscape presents both challenges and opportunities for corporate treasury, it’s unsurprising that financial institutions are finding new ways to help treasurers leverage new payments trends to improve efficiency, manage risk, and support business growth.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

Nerd's Eye View

JULY 3, 2024

While inflationary pressures have continued to trend lower and the jobs market seems to have tightened somewhat, the Federal Reserve remains in a wait-and-see mode in regard to any potential rate cuts, international tensions remain elevated, and the level of concentration in a handful of (arguably overvalued) stocks persists.

Concentration 75

Concentration Economics Investments Leverage 75

PYMNTS

APRIL 21, 2020

It’s what you do with the data, and how you leverage it into new customer-facing offerings that matters. There are a whole range of forward-thinking firms leveraging application programming interfaces (APIs) to issue cards, to create virtual accounts, promote micro-lending and micro-saving and even pay workers — all in bits and bytes.

Banking 92

Banking Accounting Concentration Leverage 92

Global Finance

SEPTEMBER 9, 2024

However, Xavier Ferràs, associate dean of the Executive MBA program at Esade Business and Law School in Barcelona, Spain, points out that China’s market and economic systems are less efficient in leveraging these investments. AI’s positive impact will be concentrated, initially, “in a limited number of sectors.”

Economics 111

Economics Construction Leverage Technology 111

PYMNTS

OCTOBER 12, 2020

“Automated monitoring and third-party tools in this area have made major strides in recent years, so we try to leverage a combination of several different automations along with support from an internal team that makes sure we are up to date on best practices for fraud prevention,” he said.

Retail 79

Retail Concentration Leverage Entertainment 79

The Finance Weekly

OCTOBER 21, 2021

Finance leaders have traditionally concentrated on cost reduction as the key motivating factor for operational changes. Various departments in most corporations are beginning to hire data scientists for their own needs; this is a particularly critical pivot finance leaders will have to make in order to leverage , new digital tools.

Corporate Finance 97

Corporate Finance Finance Concentration CFO 97

PYMNTS

AUGUST 28, 2018

Moody’s Analytics’ chief economist Mark Zandi is sounding the alarm over a surge in corporate debt among a concentrated group of U.S. Even so, while there are significant differences between leveraged lending and subprime mortgage lending, the similarities are eerie.”. Today, the leveraged loan market is now worth an estimated $1.4

Leverage 40

Leverage Concentration Economics Marketing 40

Future CFO

APRIL 22, 2024

Upskilling pace Given all the changes and shifts in the Finance function at present, Cheah believes the pace of upskilling within the team in the bid to keep up comes as a concentrated effort. He concedes that on top of the width and depth of the changes that are taking place, the pace of upskilling within the Finance team is the challenge.

Finance 98

Finance Budgeting Accounts Payable Concentration 98

PYMNTS

SEPTEMBER 23, 2019

The total number of CUs in the United States has decreased by 177 year-over-year, though, a sign that CU mergers and consolidations have concentrated more members in a smaller number of CUs. Deep Dive: How CUs Leverage Social Media. A study from the Cuna Mutual Group found that CU membership has increased 3.5 About the Tracker.

Concentration 63

Concentration Leverage Healthcare Advertising 63

PYMNTS

APRIL 9, 2019

We see large and small brands/retailers leveraging Instagram’s leading reach, data, and ‘browsing/aspirational’ behavior to grow their online businesses.”. This same type of collection, in similarly concentrated form, has been cause for concern in the recent past , given the potential uses of such data.”.

eCommerce 57

eCommerce Advertising Concentration Leverage 57

PYMNTS

JULY 31, 2019

Data analytics, which leverages AI and other sophisticated computational tools to enable banks to make better decisions about which new products and features to develop, is also a key priority for top-performing FIs. We found that 52 percent of all FIs will concentrate on this area over the next three years.

Concentration 60

Concentration Banking Technology Leverage 60

PYMNTS

APRIL 15, 2019

In the United States, there’s a bit of concentration here, as 29 percent of shadow banking is tied to the country, at $15 trillion in assets. Dimon said leveraged lending and student lending are “growing rapidly … and deteriorating rapidly.” In our “ Where Will We Bank Next?

Financial Systems 70

Financial Systems Banking Leverage Concentration 70

CFO Talks

OCTOBER 31, 2024

His journey has been marked by a deep commitment to operational efficiency and Lean methodologies, with a strong focus on leveraging technology to drive business transformation. Known for his strategic mindset and dedication to continuous improvement, Rowen’s story offers valuable insights and inspiration for aspiring leaders across Africa.

CFO 97

CFO Leadership Communication Problem Solving 97

PYMNTS

JANUARY 24, 2019

We also saw a 350 percent increase last year in customers sending live payments, and we’re beginning to see more customers flip the switch and leverage XRP for on-demand liquidity.”. Among the dominant players: UPI, IMPS and others.

Concentration 62

Concentration Banking Leverage Retail 62

Global Finance

SEPTEMBER 9, 2024

That means corporate treasurers are collaborating closely with other business units and leveraging data and analytics to supply critical insights into finance and risk issues and improve cash flow.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

PYMNTS

DECEMBER 23, 2019

CUs are working hard to meet these expectations, though, leveraging tactics — such as emotional marketing — to get ahead. CUs are also getting help from world governments, as Irish CUs recently experienced regulation changes from the overseeing Central Bank of Ireland, ending lending maturity limits in favor of new concentration limits.

Concentration 52

Concentration Leverage Banking Compliance 52

Future CFO

SEPTEMBER 10, 2023

Chote Kiatruangamala Chote Kiatruangamala , finance director at Supernap (Thailand) , noted that during 2022, with the global inflation many firms had to downsize and realign themselves more closely to their business volumes while concentrating on improving cash flow.

CFO 98

CFO Finance Leadership Concentration 98

PYMNTS

AUGUST 3, 2016

Ninety percent of the $10 trillion “push” payments market opportunity is concentrated in a variety of disbursements made between businesses and consumers that today rely on cash, checks and ACH to move money between those parties. including payments to non-Visa branded debit cards as well.

Planning 50

Planning Concentration Healthcare Accounting 50

PYMNTS

SEPTEMBER 26, 2019

Uber is leveraging its platform assets, and its critical mass of drivers and consumer users, to find new sources of value for its platform and the stakeholders who are part of it,” wrote Webster. Khosrowshahi said the users who leverage both apps are “the most satisfied customers,” and that the relationship “becomes closer.”

Concentration 53

Concentration Construction Leverage Transportation 53

Future CFO

JUNE 2, 2024

The notion of ‘super-accountants’ leveraging AI to cover more areas in multiple fields with fewer resources is also exciting." "For For example, with financial analyses and forecasts more easily performed with AI augmentation, the Chief Financial Officer (CFO)’s role may no longer be concentrated on financial numbers alone.

Finance 52

Finance Concentration CFO Auditing 52