Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

CFO News

MAY 9, 2023

The risk landscape is changing at a breathtaking pace, and your risk management plan needs to evolve in tandem. Today, business environments have become increasingly complex and uncertain, which has made identifying enterprise risk more challenging.

Concentration 52

Concentration Risk Management Finance Planning 52

Global Finance

JUNE 14, 2024

Banks are now prioritizing four key areas: liquidity management with a balanced portfolio view including commercial real estate (CRE), enterprise protection with anti-fraud and cybersecurity, operational resiliency and sustainability with climate risk and green products. Overall, balanced risk management is the ultimate goal for banks.

Leverage 93

Leverage Risk Management Concentration Compliance 93

Future CFO

SEPTEMBER 26, 2023

More than 80% of respondents reported that their organisations are more vulnerable to cyber risk due to the expanded use of technology. 65% of respondents reported that their organisations have plans to curb costs or control expenses in the next 12 months.

Treasury 52

Treasury Risk Management Concentration Economics 52

Global Finance

JULY 26, 2024

Customers can enable advanced analytics and insights, improving decision-making and strategic planning. With this model, treasurers can become much more agile, adopting new technologies and services quickly, and innovating continuously to meet changing market demands.” FAB wins for the Best Virtual Accounts Solution for Corporates.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

PYMNTS

AUGUST 30, 2018

It would be “too risky” to allow non-European banks to lead the way of financing and risk management in Europe, Sewing added. Rather, trimming off other assets will allow Deutsche to concentrate its focus on its strongest areas, including payments, dollar and euro clearing and FX trading, reports said.

Banking 40

Banking Planning Leadership Concentration 40

PYMNTS

DECEMBER 14, 2020

If the pandemic has taught us anything, it’s that planning and preparation and a coordinated global response are necessary to combat a truly global threat. In the case of cybersecurity, the United Nations’ 2019 Digital Economy Report made an unequivocal call for collective action.

Securities 77

Securities Concentration Economics Transportation 77

The Finance Weekly

JULY 7, 2022

At the same time that elements of risk are constantly there, investors are demanding more disclosures and a deeper analysis. The never ending game of juggling risk management and increased transparency, all while continuing to lead the finance team and conduct day to day activities, has made the job of a CFO more demanding and complex.

Risk Management 52

Risk Management CFO Concentration Securities 52

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. The second benefit is improved risk management.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

The Finance Weekly

OCTOBER 13, 2021

For example, a retailer might discover that, despite plans to build another location, many of its consumers choose to never shop in a store again. To alleviate this concern, finance teams should employ scenario modeling and financial planning tools to compare the immediate expense of the move to the long-term income potential.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

Future CFO

AUGUST 14, 2023

Third-party viability was the top fast-emerging risk that organisations are monitoring most closely in the 2Q23 survey, Gartner pointed out, adding that financial planning uncertainty was ranked the third among emerging risks for enterprises, followed by cloud concentration risk.

Concentration 52

Concentration Benchmarking Auditing Economics 52

CFO Talks

MARCH 20, 2024

It’s about making plans for the company’s financial future and finding ways to make the business better. Key Differences in Everyday Tasks: Reporting: The Controller prepares financial reports; the CFO reviews these reports and uses them to make decisions or plan strategies. It’s about leading, not just managing.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

Future CFO

FEBRUARY 18, 2024

In the office, I will try to block time each day, first thing in the morning, before any meetings or appointments to work on something which requires uninterrupted concentration, deeper thought or greater creativity. Often this will be either a strategic issue, planning related or a specific client matter.

Risk Management 52

Risk Management Concentration Finance Leadership 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. Through its prudent lending approach, robust risk management, and geographic diversification, the bank nearly doubled its deposits to 17.36

Banking 111

Banking Foreign Exchange Profit and Loss Finance 111

The Finance Weekly

APRIL 21, 2024

Facilitate risk management, audits, and research. Spot investment and financial planning prospects. By looking into this angle, finance operations can be streamlined, freeing up more time to concentrate on activities that bring value to the business. Oversee cash flow and strategize for financial requirements.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

Future CFO

JANUARY 10, 2024

Globally, Allianz Trade is looking at an around 10% increase in 2024, which will be concentrated in the US and European markets, driven mainly by the global economy, what with the expected mild recession in Europe and the continuing Russia-Ukraine war, as well as the coming elections in the US.

Forecasting 52

Forecasting Concentration Economics Sales 52

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. BITTERLY MICHELL: Not in leveraged, no, not at all, give more ….

Investments 120

Investments Marketing Profit and Loss Banking 120

CFO News Room

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client. Author: Kyle Moore. Guest Contributor.

Planning 130

Planning Communication Concentration Practice Management 130

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question.

Investments 65

Investments Marketing Numbers Risk Management 65

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. Farhaan: Sure. Farhaan: Sure.

Leadership 52

Leadership CFO Accounting Finance 52

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. SEIDES: I was independent.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

JULY 4, 2023

What were your early career plans? And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. You go from Goldman Sachs to Harvard Business School to the Boston Consulting Group.

Investments 59

Investments Numbers Risk Management Concentration 59

Future CFO

DECEMBER 18, 2020

We expect Credit and Political Risk Insurance (CPRI) to play an important and increasing role in supporting lenders in mitigating risk, overcoming concentration issues and improving capital adequacy. In Asia, we have seen a rise in demand for surety as a liquidity tool to replace bank guarantee and LC instruments.

Marketing 52

Marketing Profit and Loss Credit Risk Finance 52

Barry Ritholtz

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Finance Banking 59

Global Finance

OCTOBER 31, 2024

Miao described a variety of initiatives designed to strengthen management, accelerate innovation, and improve both wealth management and fintech risk management. That level of concentration defines ICBC, the world’s largest bank by assets and winner of this year’s Best Corporate Bank award.

Mergers and Acquisitions (M&A) 52

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

CFO Talks

NOVEMBER 1, 2024

Time Management: Use tools like calendars or to-do lists to organize tasks and stay on track. Planning helps prevent work from spilling into personal time. 2. Evening/Night-Time Productivity Zone: This is my deep work time when I am most focused.

Prioritization 98

Prioritization CFO Leadership Communication 98

Barry Ritholtz

NOVEMBER 4, 2024

They are a combination of a, a Village or Oak Street and an MA plan in meaning 00:18:28 [Speaker Changed] Explain that for, 00:18:29 [Speaker Changed] For the lay person, meaning that they’re actually, they have devoted medical group, which started as virtual, but as a network managing network of the care.

Healthcare 52

Healthcare Investments Numbers Marketing 52