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

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. It involves streamlining processes, reducing waste, improving supply chain management, and leveraging technology to automate and improve operations.

Planning 52

Planning Prioritization Concentration 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. As a result, the percentage of digital sales grew to 56%, up 8% from the previous year. Leveraging data analytics is a priority.

Banking 107

Banking Foreign Exchange Profit and Loss Finance 107

PYMNTS

SEPTEMBER 18, 2020

Consumers who have adapted to new shopping norms during the pandemic no longer anticipate different experiences based on where they shop or how they pay, and retailers must concentrate on making sure they offer invariably smooth service regardless of channel. Omnichannel’s Growing Grip. This figure has been steadily creeping up for years.

Concentration 63

Concentration Retail eCommerce Leverage 63

PYMNTS

AUGUST 31, 2018

Net sales were up 4.3 Debt, and more debt: Moody’s — through the voice of Moody’s Analytics chief economist Mark Zandi — sounded the alarm at the beginning of the week as corporate debt is getting, in his eyes, too concentrated and too high. Diwali may make all the difference. trillion, and U.S. firms, counting all debt, hold $2.7

Currencies 40

Currencies Concentration Accounting Leverage 40

PYMNTS

OCTOBER 9, 2019

is putting more of its hopes into digital and mobile channels — and online culture — to expand revenue and its brand profile, and make up for declining wholesale sales. Growth also will come from DTC sales, he said — and that will also have a big digital component. wholesale by continuing to reduce our concentration in that channel.”.

Concentration 55

Concentration eCommerce Sales Leverage 55

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

NOVEMBER 26, 2018

We know that online sales … has certainly eroded traffic from retailers over the years,” Brian Field, senior director of advisory services for ShopperTrak, told CNBC. The falling foot traffic was met with an uptick in online sales – according to Adobe Analytics, online sales on Thanksgiving Day were $3.7

Concentration 40

Concentration Restructuring Sales Leverage 40

Spreadym

MAY 31, 2023

Strategies involve making choices about how to allocate resources, compete in the market, leverage strengths, address weaknesses, and respond to opportunities and threats. Break-Even Analysis: Determine the sales volume or revenue required to cover your costs and break even.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

Musings on Markets

AUGUST 19, 2024

If you are concerned that you are going to be hit with a sales pitch for that book, far from it! Advice on concentrating your portfolio and having a margin of safety, both value investing nostrums, may work with the former but not with the latter.

Corporate Finance 98

Corporate Finance Valuation Investments Finance 98

PYMNTS

JANUARY 22, 2018

Regardless, it’s an interesting data point for why the country’s oldest (and one of the world’s largest) CPGs – with a market cap of $34 billion – might be willing to wager at least some part of its future on a five-year-old company with $100 million in sales that sells bulk food online. From Betty Crocker to Boxed.

Sales 54

Sales Concentration Marketing Manufacturing 54

Barry Ritholtz

AUGUST 20, 2024

And so that then led to the sale of that business in the late 1990s to Credit Suisse. That’s amazing leverage. It’s, it’s double concentrated risk. That actually is exactly what we ended up doing. We were one of the last to get what’s called a value added license to the compus stat database.

Concentration 67

Concentration Valuation Marketing Investments 67

PYMNTS

DECEMBER 20, 2017

CanPay, Eide said, is willing to take the card networks and national issuers seriously when they say they don’t want to have anything to do with this industry – and that trying to leverage “tricky” solutions that just mask the payments problem is increasingly going out of fashion in the industry. The Changing Marketplace.

Concentration 47

Concentration Accounting Banking Currencies 47

PYMNTS

MAY 17, 2016

When it was launched, MCX claimed that its merchant membership collectively drove $1 trillion in sales annually. Members hoped that the scheme would be attractive enough to consumers that many of them would shift away from what they were using in the store – branded plastic cards – to this mobile payments scheme.

Concentration 42

Concentration Leverage Technology Sales 42

PYMNTS

MAY 8, 2017

Just like any good sales associate would — or should — do in a physical store. Disintermediating traditional retailers — and forcing brands to decide how to become part of Amazon’s ecosystem or risk losing sales. It was the company’s sixth consecutive quarter of declining sales. Book sales were retail’s bellwether.

Retail 49

Retail Profit and Loss Sales Manufacturing 49

CFO News Room

DECEMBER 26, 2022

Sales & Marketing. Maximizing The Step-Up In Basis By Gifting Assets Between Spouses – The step-up in basis at death can be a powerful planning tool for minimizing an individual’s capital gains taxes from the sale of appreciated assets. ESG/SRI criteria); advisors who want to overlay various rules (e.g.,

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

FEBRUARY 7, 2017

The concentration of merchants with Pay with Amazon was one of the best-kept secrets in payments — well, until that report. The surprise was as much about the number of sites that accepted Amazon as it was that getting to that threshold all happened rather quietly and without a lot of public fanfare.

Concentration 46

Concentration Accounting Numbers Retail 46

CFO News Room

NOVEMBER 28, 2022

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management. leveraging trusts when appropriate, and selecting the optimal assets for charitable giving.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

AUGUST 21, 2017

Two years after the successful sale of that broken laser pointer, Omidyar raised $6.7 In August of 2001, The Industry Standard published a piece describing the firm as “ unstoppable ,” given its power as a platform that simply facilitated the sale of goods between buyers and sellers without taking possession of any inventory.

Advertising 51

Advertising Retail Startups eCommerce 51

PYMNTS

MAY 9, 2016

iPhone unit sales – down 16.3 iPad sales – down 18.7 Overall, the sales of Apple’s flagship products, all products sprung from the genius of Steve Jobs, are down 17.4 Their margin comes from the sale of devices. Mostly because the Apple story over the last year isn’t all that great. . iPhone revenue – $7.4

Sales 42

Sales Retail Leverage Concentration 42

PYMNTS

MAY 23, 2016

Utilizing unique feedback from the marketplace and our Columbus pilot, MCX has made a decision to concentrate more heavily in the immediate term on other aspects of our business, including working with financial institutions, like our partnership with Chase, to enable and scale mobile payment solutions. Durbin Vs.

Invoicing 43

Invoicing Concentration Reconciliations Accounting 43

Global Finance

OCTOBER 31, 2024

While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Manufacturing Risk Management Construction 52

Barry Ritholtz

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. BITTERLY MICHELL: Sure.

Investments 117

Investments Marketing Profit and Loss Banking 117

Barry Ritholtz

SEPTEMBER 10, 2024

Mike Wilson has been with Morgan Stanley since 1989, rising up through the ranks of institutional sales, trading, investing, banking to eventually becoming Chief Investment Officer and Chief US Equity Strategist. And then I went into really more of a sales role in the nineties. We were dealing with clients from a sales standpoint.

Valuation 62

Valuation Investments Economics Marketing 62

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we have the 0% cap. Cean: Yep, yep.

Restructuring 130

Restructuring Planning Marketing Accounting 130

PYMNTS

JUNE 27, 2016

By imposing constraints on both sides of their platform and introducing dynamics that they have no control over at the point of sale, Apple has limited its ability to get the critical mass needed on either side to get ignition. The problem they faced was that they lacked any critical mass anywhere. WHERE DO WE GO FROM HERE?

Numbers 66

Numbers Technology Concentration Retail 66

CFO News Room

NOVEMBER 22, 2022

So, my prior broker dealer, it was Fortune 100 company, they have tremendous obviously philosophies in place on how they get their sales force to produce amazing results. He did an immense number of sales, and had cultivated a huge number of relationships. Matthew: Yeah. The culture was very product driven. And was that possible?

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

JULY 4, 2023

WEINSTEIN: Okay, this isn’t like, you know, you’re sitting on the sell side and yes, you know, you’re on the equity sales desk and someone doesn’t need to transact with Goldman on the other side of the phone, but they do need to transact with someone. They don’t need to transact. RITHOLTZ: Right.

Investments 57

Investments Numbers Risk Management Concentration 57

Barry Ritholtz

DECEMBER 6, 2022

So if it’s, for example, a strategy tracking a Nasdaq Index, or an S&P, or a MSCI, typically, you leverage an index that is already available through the index providers. I mean, I do think there is a market for leverage and inverse ETFs out there. Tell us a little bit about what that process is like. RITHOLTZ: Yeah.

Investments 62

Investments Marketing Numbers Risk Management 62

PYMNTS

OCTOBER 16, 2017

Their sales pitch was very convincing. Bitcoin’s infrastructure is highly concentrated and not all that secure. As a result, bitcoin mining is concentrated in two countries : China, with 60 percent, and Georgia , with 15 percent of bitcoin processing power. He leveraged existing infrastructure and built on top of it.

Currencies 71

Currencies Concentration Financial Systems Investments 71

CFO Talks

FEBRUARY 20, 2024

The conversation delves into the evolving landscape of the telecom industry, the impact of technology on business models, and the necessity for CFOs to embrace change and innovation, particularly in leveraging AI for forecasting and strategic planning. You’re now part of the sales meetings. Some cards are needed o n iPads.

Leadership 52

Leadership CFO Accounting Finance 52

PYMNTS

OCTOBER 1, 2018

Bitcoin’s processing operation is highly concentrated within a handful of miners in China — which is getting more concentrated now, since the price of bitcoin has crashed and fewer players can afford to keep the lights on (literally, since bitcoin processing requires a massive amount of electricity). The Talk Of The Blockchain Tech.

Currencies 85

Currencies Concentration Financial Systems Leverage 85

Barry Ritholtz

DECEMBER 14, 2022

I mean, I think separating the for sale residential market from for rent commercial real estate, including rental apartments is so important. Because going back to our thematic investing, our portfolio is 80 percent concentrated in warehouses, rental housing, lab office space and hospitality asset. MCCARTHY: A 100 percent.

Mergers and Acquisitions (M&A) 62

Mergers and Acquisitions (M&A) Investments Construction Concentration 62

CFO News Room

FEBRUARY 5, 2023

In fact, the infrastructure business is full of companies that borrow heavily, with little or no earnings buffer, and I am not sure that many of them will withstand the Hindenburg test for over leverage.

Marketing 130

Marketing Investments Auditing Profit and Loss 130

Musings on Markets

FEBRUARY 4, 2023

In fact, the infrastructure business is full of companies that borrow heavily, with little or no earnings buffer, and I am not sure that many of them will withstand the Hindenburg test for over leverage.

Investments 100

Investments Valuation Auditing Restructuring 100

PYMNTS

OCTOBER 9, 2017

That newfound competition gave European merchants the ability to become tough negotiators with Bazaar sellers on price and delivery, often slow-rolling the sale of raw materials to the sellers who needed them to produce items sold in the Bazaar. Fewer buyers meant fewer sales for merchants. Apps as commerce gateways have stalled too.

Sales 51

Sales Retail Advertising Leverage 51

PYMNTS

OCTOBER 9, 2017

That newfound competition gave European merchants the ability to become tough negotiators with Bazaar sellers on price and delivery, often slow-rolling the sale of raw materials to the sellers who needed them to produce items sold in the Bazaar. Fewer buyers meant fewer sales for merchants. Apps as commerce gateways have stalled too.

Sales 44

Sales Retail Advertising Leverage 44