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

Global Finance

SEPTEMBER 9, 2024

These advancements have thrust AI into the heart of national security and geopolitical discussions. Yet, this lead isn’t necessarily secure. As the Goldman Sachs Artificial Intelligence blog notes, “While the United States, China, and Russia do not agree on many things, they all acknowledge that AI could reshape the balance of power.”

Economics 111

Economics Construction Leverage Technology 111

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 News Room

FEBRUARY 2, 2022

The securities/ financial instruments discussed in this material may not be appropriate for all investors. This material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security/financial instrument, or to participate in any trading strategy.

Concentration 130

Concentration Investments Securities Currencies 130

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

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. Become the New McKinsey?

Math 58

Math Concentration Construction Leverage 58

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.” Small and Midsize Industry Financing (SMIF) bonds are issued to secure stable funding for small and midsize enterprises.

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. Securing our first major client was a particularly defining moment—it validated our model and set the foundation for long term sustainable growth.

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. Money market funds are “particularly attractive” as they generate yield on idle cash and are highly liquid, according to Quinn.

Cash Management 52

Cash Management Marketing Treasury Concentration 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. These innovations are empowering treasury teams to optimize cash management, reduce costs, and drive business growth.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

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. Last month , ongoing security concerns prompted the Federal Reserve to further scrutinize Big Tech firms that serve the banking industry.

Financial Data 52

Financial Data Concentration Auditing Leverage 52

CFO Share

OCTOBER 3, 2024

How will you manage data security risks? 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. Data security : depending on your contractor’s geography, you may have limited recourse for damage caused by data leaks or IP theft.

Cost Management 52

Cost Management Compliance Startups Budgeting 52

PYMNTS

SEPTEMBER 16, 2020

In its announcement , Payoneer said 10 banks and eWallets across 10 countries have signed onto the program, which focuses on transaction security and lowering costs for FIs to provide global payment services integrated into the banking platform already in-use. "By Eedenbul Secures PSD2 License. Banking and accounting for U.K.

Banking 56

Banking Concentration Reconciliations Invoicing 56

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

OCTOBER 12, 2020

Failing to properly secure consumers’ online payments can have costly consequences for merchants that are also trying to meet the need for more payment variety. Using automated technologies that can create that necessary fraud barrier also means that retailers can concentrate more on responding to consumers’ changing payment needs.

Retail 79

Retail Concentration Leverage Entertainment 79

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.”. Security firm UpGuard posted about the news on April 3. Nowak said advertisers could potentially be willing to pay up to 10 percent commission on sales from click-through ads.

eCommerce 57

eCommerce Advertising Concentration Leverage 57

PYMNTS

JULY 31, 2019

According to PYM NTS’ research, 57 percent of all FIs will focus on this area over the next three years, making it the highest item on an agenda that also includes user experience, consumer engagement, and fraud and security. We found that 52 percent of all FIs will concentrate on this area over the next three years.

Concentration 60

Concentration Banking Leverage Technology 60

The Finance Weekly

MAY 29, 2024

Focus on What Matters Handles tedious, manual error-checking, so your discussions can concentrate on more critical concerns. It facilitates collaboration across departments during the budgeting cycle through its multi-user access, advanced permissions, and security features, ensuring a seamless and secure experience.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 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 transaction netted JPMorgan approximately $173 billion in loans, $92 billion in deposits, and $30 billion in securities. billion Qatari riyals ($4.25

Banking 107

Banking Foreign Exchange Profit and Loss Finance 107

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

VCFO

NOVEMBER 4, 2022

What’s critical to understand today is that the intensity of the environmental factors we now face is going to be matched by a similarly intense and concentrated period of businesses changing positions along this continuum – some for the better, and some for the worse.

Concentration 75

Concentration CFO Strategic Planning Practice Management 75

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.”. The ability to make QR code payments offers our customers convenient and secure alternatives to carrying cash.”.

Concentration 62

Concentration Banking Leverage Retail 62

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. Cecelia Frew, SVP of Visa Direct U.S.

Planning 50

Planning Concentration Healthcare Accounting 50

Barry Ritholtz

SEPTEMBER 3, 2024

And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective.

Investments 58

Investments Valuation Concentration Marketing 58

PYMNTS

AUGUST 9, 2019

FinTech investments targeting B2B and corporate services spanned the globe, with particular concentration this past week in SMB lending across India and Europe. The new funding will be slated to boost company operations, with plans to build the world’s first full stack products and services for autonomous security. ScaleFactor.

B2B 46

B2B Accounts Payable Concentration Leverage 46

The Finance Weekly

FEBRUARY 22, 2023

While this may not be a full-time role in the early growth stages, it does necessitate self-discipline, concentration, and dedication. Hence, the CFO must be able to , narrate the financial story that complements the company's vision, strategy, and product offerings to secure and retain investors.

Startups 52

Startups Finance CFO Forecasting 52

PYMNTS

AUGUST 26, 2019

All in, the company sells over 35 SKUs of skincare and bath and body products that are “formulated with pure, active, highly concentrated vitamins, minerals and botanicals.”. The brand’s “big break” moment occurred after they had been in business for about four years, when in 2015 it secured a spot on the shelves at Sephora.

Concentration 43

Concentration Manufacturing Leverage Marketing 43

CFO News Room

NOVEMBER 11, 2022

More appropriately called the concentrated market power of global finance and the multinational corporate structures that dominate the market under the auspices of the hands-off model. And more specifically vulnerabilities linked to the concentrated structure of global production. And that needs to be exploited.

Economics 100

Economics Concentration Investments Finance 100

CFO News Room

DECEMBER 5, 2022

The most prominent of which is Facet Wealth, which has stated a goal of getting advisors up to 250 clients/advisor by leveraging their own proprietary technology to make their advisors maximally productive. It’s the physical security protections that ensure the money cannot be stolen by thieves.

Planning 130

Planning Technology Valuation Communication 130

Global Finance

SEPTEMBER 5, 2024

In 2023, the lab honed its focus to concentrate on startups between seed and Series A funding stages. The lab concentrates on several technological areas: AI, data science, immersive media, and the Internet of Things. It strives to leverage technology in transforming financial services to better meet customer needs.

Startups 52

Startups Finance Banking Technology 52

PYMNTS

JULY 26, 2017

The OCC is urging corporate banking firms to upgrade security software and hardware, enhance authentication measures and deploy greater management of privileged user access. Many banks have increasingly leveraged and become dependent on third-party service providers to support key operations within their banks,” the report stated.

Banking 46

Banking Compliance Currencies Concentration 46

Musings on Markets

AUGUST 19, 2024

In the mature phase, you will see earnings multiples become more widely used, with equity versions (like PE) in peer groups where leverage is similar across companies, and enterprise value versions (EV to EBITDA) in peer groups, where leverage is different across companies.

Corporate Finance 98

Corporate Finance Valuation Investments Finance 98

PYMNTS

MARCH 1, 2017

Looking at the geographic concentration of activity, the US was the most active region, with 47 percent of activity, followed by China at 41 percent. OrderGroove announced back in mid-January the close of a $20 million Series C round of venture funding led by National Securities Corporation. They’re now circling your brand.

B2C 49

B2C Concentration Leverage Retail 49

Barry Ritholtz

AUGUST 20, 2024

That’s amazing leverage. It’s, it’s double concentrated risk. Which is the idea that passive investors hold every security. The problem is how do you get into hold those securities and how do you get out when the time comes to sell them? 00:18:19 [Speaker Changed] Right? None of them are more than 10%.

Concentration 68

Concentration Valuation Marketing Investments 68

PYMNTS

DECEMBER 20, 2017

But they do exist – and CanPay has made it easy for them to become part of an integrated, interoperable, secure payments network into which dispensary business can lawfully be paid using a digital method of payment – and not cash. Dispensary owners especially want to normalize their businesses,” Eide said.

Concentration 47

Concentration Accounting Banking Currencies 47

CFO News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). The first of these questions asks clients to dream about their future and freedom, brainstorming how they would live their life if they were financially secure.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 28, 2022

Another area where advisor expertise can add value for clients is in the decision-making process surrounding employee stock options or an otherwise concentrated stock position. leveraging trusts when appropriate, and selecting the optimal assets for charitable giving. Psychology Of Financial Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130