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 88

Concentration Treasury Budgeting Leverage 88

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 Compliance Concentration 93

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

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 69

Concentration Economics Investments Leverage 69

CFO Plans

OCTOBER 9, 2024

By effectively leveraging business tax deductions, companies can reduce their taxable income, releasing capital for reinvestment and innovation. Robust financial systems streamline operations, allowing companies to maintain compliance effortlessly and concentrate on expansion.

Compliance 52

Compliance Tax Planning CFO Concentration 52

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 103

Concentration Leverage Economics Education 103

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

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

Barry Ritholtz

MAY 15, 2023

As it’s currently imagined, the technology promises to concentrate wealth and disempower workers. He is the founder and CIO of Social Leverage , where he makes early-stage investments. Social Leverage recently launched its 4th fund. Bonds : Short-term costs for insuring U.S. doomers are focused on the wrong threat.

Math 57

Math Concentration Construction Leverage 57

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

E78 Partners

SEPTEMBER 17, 2024

This can include leveraging data analytics and AI applications to enhance efficiency in areas like time entry, client billing, patient scheduling, and reporting. By investing in their staff, MSOs will see an increase in productivity and patient care quality, which in turn will lead to a strong organizational culture.

Healthcare 52

Healthcare Compliance Concentration Securities 52

E78 Partners

SEPTEMBER 17, 2024

This can include leveraging data analytics and AI applications to enhance efficiency in areas like time entry, client billing, patient scheduling, and reporting. By investing in their staff, MSOs will see an increase in productivity and patient care quality, which in turn will lead to a strong organizational culture.

Healthcare 52

Healthcare Compliance Concentration Securities 52

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

CFO Network

FEBRUARY 21, 2024

If you leverage the expertise of accounting professionals , you can eliminate the need for in-house staff dedicated to financial tasks. Instead of getting bogged down in spreadsheets and financial statements, you can concentrate on expanding your customer base, launching new products or services, and improving overall business performance.

Accounting 52

Accounting Compliance Concentration Accounting Firms 52

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 92

Education Concentration Planning Compliance 92

Global Finance

JULY 26, 2024

Leveraging our broad and deep network in the most exciting growth nexus across Asia, we help clients navigate the complex environment and fortify their ability to capture regional opportunities.”

Cash Management 52

Cash Management Treasury Foreign Exchange Concentration 52

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

Future CFO

OCTOBER 2, 2023

Private fund firms are now putting idle cash to work in money market funds (MMFs), which has the dual benefit of earning a yield from cash holdings in addition to mitigating concentration risk. These expenses generally range from 15 to 20 basis points per annum on the institutional class of shares,” Quinn said.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

Future CFO

JULY 4, 2023

Tax leaders who consider transforming their tax and finance functions by leveraging data and the latest technologies will probably have an easier time complying with changing laws and regulations while their tax and finance functions may be better positioned to provide more strategic value to their organisations.” The post BEPS 2.0:

Finance 52

Finance Concentration Invoicing Compliance 52

Adam Kae

NOVEMBER 13, 2023

This grants you the freedom to concentrate on refining your service delivery and optimizing your newly expanded team's potential. Negotiating flexible payment terms can ease the financial burden, allowing you to leverage the acquired agency's assets without a significant immediate cash outlay.

Sales 52

Sales Concentration CFO Leverage 52

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

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

The Finance Weekly

JULY 14, 2024

It 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 52

Planning Leadership Budgeting Financial Analyst 52

PYMNTS

DECEMBER 8, 2019

“Some risks are similar to those from financial firms more broadly, … [stemming] from leverage, maturity transformation and liquidity mismatches, as well as operational risks,” the report said. The probe would concentrate on tech firms that provide data storage to financial institutions.

Financial Data 52

Financial Data Concentration Auditing Leverage 52

CS Lucas

NOVEMBER 29, 2023

Covenant Threshold Monitoring To avoid any risk of breaching any covenants, the system monitors the current status against periodic covenant tests for earnings, leverage, liquidity, or other metrics dictated by lending agreements. Alerts notify appropriate stakeholders as threshold limits approach.

Technology 52

Technology Treasury IFRS Compliance 52

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

CFO Share

APRIL 11, 2024

Outsourced bookkeeping services leverage size and scale to deploy policies faster and cheaper than your small business could. By entrusting financial operations to experts, small business owners can concentrate on areas that directly contribute to growth and customer satisfaction.

Securities 52

Securities CFO Invoicing Education 52

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

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

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 73

Concentration Restructuring Planning Leverage 73

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

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

CFO Share

OCTOBER 3, 2024

Access to a Global Talent Pool: Platforms like Upwork and Fiverr provide access to a global talent pool rather than choosing one geography to concentrate. Each method offers distinct advantages and challenges, and understanding them will help you make informed decisions and effectively leverage the benefits of nearshore talent.

Cost Management 52

Cost Management Compliance Startups Budgeting 52

Global Finance

OCTOBER 14, 2024

Recently, global giants including Citi, UBS, BBVA, and Santander have revamped their teams and opened new divisions in the region, aiming to leverage their leading global offerings for a larger piece of the wealth pie. Multinational and behemoth private banks increasingly view Latin America as a cornerstone of their growth strategy.

Banking 59

Banking Investments Concentration Prioritization 59

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

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

MAY 5, 2024

On the other hand, revenue planning concentrates on the actual inflow of money into the company, facilitating the allocation of funds for expenditures and investments over a certain period. Sales planning focuses on forecasting potential cash flows and profitability , laying the groundwork for achieving desired sales targets.

Planning 72

Planning Sales Forecasting Strategic Planning 72