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. Given the current volatility in markets and global economies, long-range planning can indeed seem daunting.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

Future CFO

JULY 17, 2023

Faced with ongoing market volatility, the enterprise C-suite is leaning on its treasury teams like never before to protect company assets and to (ideally) also capitalise on competitive opportunities emerging from an unstable macroeconomic climate. Treasurers should leverage cash forecasts to achieve better cash conversion.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

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

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.” Previously, payments sent on a Friday would hit Australia on a Saturday, therefore being held over for the weekend.”

Cash Management 52

Cash Management Treasury Foreign Exchange Concentration 52

Barry Ritholtz

MAY 15, 2023

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. Social Leverage recently launched its 4th fund.

Math 59

Math Concentration Construction Leverage 59

CFO News Room

FEBRUARY 2, 2022

In the short-term, Bitcoin trades as a risky asset in an increasingly risk-on, risk-off market. The market for Bitcoin Futures may be less developed, and potentially less liquid and more volatile, than more established futures markets. This risk may be adversely affected by “negative roll yields” in “contango” markets.

Concentration 130

Concentration Investments Securities Currencies 130

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

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. The ultimate prize is an evolving market projected to reach $1.3

Banking 59

Banking Investments Concentration Prioritization 59

Global Finance

SEPTEMBER 9, 2024

This can deliver benefits: China’s increasing dominance of the electric vehicle market, for example,” Rogoyski explains. Meanwhile, US-developed open-source AI models, like Meta’s Llama 2 and Llama 3, have inadvertently helped Chinese companies narrow the gap by providing existing architectures that can be leveraged.

Economics 111

Economics Construction Leverage Technology 111

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. In today’s market, with capital becoming harder to access, many groups find themselves stuck in the 10 to 30 location range, struggling to achieve profitability.

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. In today’s market, with capital becoming harder to access, many groups find themselves stuck in the 10 to 30 location range, struggling to achieve profitability.

Healthcare 52

Healthcare Compliance Concentration Securities 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 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. In my career, I’ve faced situations where initial plans failed, markets shifted unexpectedly, or projects didn’t go as anticipated.

CFO 97

CFO Leadership Communication Problem Solving 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. Zandi suggests that the debt burden mirrors the subprime lending spike, which eventually led to the 2008 economic crisis and breakdown of the nation’s financial services market. “It trillion in debt.

Leverage 40

Leverage Concentration Economics Marketing 40

The Finance Weekly

MAY 5, 2024

This plan covers everything from activities and target markets to budget, resources, and market positioning. The sales leader keeps tabs on the sales plan throughout the year, making adjustments to stay agile and better navigate market changes. Now, let's clear up the difference between sales planning and a sales plan.

Planning 72

Planning Sales Forecasting Strategic Planning 72

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. Given the current volatility in markets and global economies, long-range planning can indeed seem daunting.

Planning 52

Planning Leadership Budgeting Financial Analyst 52

PYMNTS

DECEMBER 8, 2019

BigTech’s entry into finance has had benefits, like financial inclusion in emerging markets and underbanked economies. 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.

Financial Data 52

Financial Data Concentration Auditing Leverage 52

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. Real-time data processing allows for more agile responses to market changes and internal financial shifts,” says Blake.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

PYMNTS

FEBRUARY 28, 2019

bill pay market accounted for 15 billion transactions in 2018 — and the vertical continues to grow at steady mid-single-digit rates annually. And while ACI is excited to delve deeper into the bill pay market, Western Union is looking to its future where it can re-up its focus on digital services and cross-border, cross-currency payments.

Concentration 79

Concentration Currencies Healthcare Education 79

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 77

Concentration Restructuring Planning Leverage 77

CS Lucas

NOVEMBER 29, 2023

Such technical breaches may trigger cross default clauses and jeopardize corporate reputations with credit markets more broadly. On a large scale, even the smallest oversight could cost a business significant penalties or early repayments. Alerts notify appropriate stakeholders as threshold limits approach.

Technology 52

Technology Treasury IFRS Compliance 52

Future CFO

APRIL 22, 2024

The evolution of the finance function over the past few years has been anything but apparent, with the whole advent of digitalisation within the team and the non-stop shifts in the market. 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. “It

Finance 98

Finance Budgeting Accounts Payable Concentration 98

PYMNTS

DECEMBER 23, 2019

CUs are working hard to meet these expectations, though, leveraging tactics — such as emotional marketing — to get ahead. Deep Dive: CUs Deploy Emotional Marketing Campaigns To Stay Competitive. This shift will allow many CUs to double or triple their lending capabilities, after taking effect in January. About The Tracker.

Concentration 52

Concentration Leverage Banking Compliance 52

Global Finance

OCTOBER 11, 2024

The US Federal Deposit Insurance Corporation’s quick response to the banks’ failures stemmed additional contagion and has left businesses with an object lesson in concentration risk. The bank is known for developing inaugural and subsequent green and social bonds for the European and Latin American markets. billion in deposits. —RD

Banking 107

Banking Foreign Exchange Profit and Loss Finance 107

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

CFO Share

OCTOBER 3, 2024

Access to Local Talent Pools: Direct hiring allows you to directly tap into local talent markets and build a loyal, high-quality team. 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. Which Nearshore Approach is Right for You?

Cost Management 52

Cost Management Compliance Startups Budgeting 52

The Finance Weekly

OCTOBER 21, 2021

Finance leaders have traditionally concentrated on cost reduction as the key motivating factor for operational changes. We are in an increasingly tight talent market, not only in the United States but globally. CFOs are optimistic in 2021, holding the conviction that their success is tied to global expansion. Embracing Remote Work.

Corporate Finance 97

Corporate Finance Finance Concentration CFO 97

Spreadym

JUNE 15, 2023

By identifying the key drivers, organizations can concentrate their efforts and resources on those areas that have the most significant impact on achieving their goals. For instance, understanding how changes in marketing expenditure affect revenue growth.

Planning 52

Planning Prioritization Concentration Compliance 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. CFOs are often tasked with navigating financial risks, whether due to market fluctuations or operational challenges.

CFO 98

CFO Leadership Problem Solving Communication 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. Allison Videtti, director of marketing for digital-focused Alliant Credit Union , believes it has come at the cost of personal touch.

Concentration 63

Concentration Leverage Healthcare Advertising 63

Barry Ritholtz

SEPTEMBER 3, 2024

And it was a very rigorous program and I learned so much from classes that I never thought I would find exciting, like marketing. Maybe there’s a substantial marketing efficiency there. I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock.

Investments 59

Investments Valuation Concentration Marketing 59

VCFO

NOVEMBER 4, 2022

People Operations/HR Consultant in vcfo’s Dallas market. Pick virtually any period and one will find a familiar bell curve continuum – one end populated by businesses that won’t make it through, a group in the middle that battles to just get by, and another end where to the market victors go the spoils.

Concentration 75

Concentration CFO Strategic Planning Practice Management 75

PYMNTS

JULY 15, 2019

While I am not accusing any entity of committing unlawful acts, I do believe that Grubhub’s outsized market share and heavy-handed tactics could lead to artificially reduced competition, which in turn may drive up the commissions paid by struggling locally owned restaurants,” Gjonaj wrote in a July 2 letter.

Concentration 40

Concentration Leverage Marketing 40

PYMNTS

SEPTEMBER 16, 2020

PSD2 and open banking regulations were forged to accelerate competition in the financial services arena, and this week, a look at the latest initiatives reveals the opportunity for new market entrants to rival incumbents in the small business banking arena. Banking and accounting for U.K.

Banking 56

Banking Concentration Reconciliations Invoicing 56

Musings on Markets

AUGUST 19, 2024

The second is to look at the industry group or sector that a company is in, and then follow up by classifying that industry group or sector into high or low growth; for the last four decades, in US equity markets, tech has been viewed as growth and utilities as mature.

Corporate Finance 98

Corporate Finance Valuation Investments Finance 98

CFO Talks

NOVEMBER 1, 2024

Business Acumen: It’s important to understand the broader industry landscape and how different business functions—such as operations, sales, and marketing—affect financial performance. 5. My vision is to expand our footprint, not only strengthening our presence locally but also extending our consulting services to international clients.

Prioritization 98

Prioritization CFO Leadership Communication 98

PYMNTS

FEBRUARY 4, 2020

The company sometimes offers some non-perishable food items, such as canned goods and boxes of cereal, but the idea is to concentrate on fresh food as much as possible, Founder and CEO Jonathan Defoy told PYMNTS. The Consumer Market. The Retail Market. The process takes just two minutes, Defoy said.

Concentration 57

Concentration Retail Education Forecasting 57