CFO Thought Leader

APRIL 15, 2024

This principle of concentrated effort not only transformed his approach to investment management but also became a guiding principle throughout his career, which includes his latest stint as CFO of Semperis, a leading cybersecurity firm. CFOTL: Tell us about Semperis … what does this company do, and what are its offerings today?

CFO 52

CFO Investments Concentration Restructuring 52

CFO Plans

OCTOBER 9, 2024

Robust financial systems streamline operations, allowing companies to maintain compliance effortlessly and concentrate on expansion. To prevent these pitfalls, businesses should prioritize regular audits, stay informed about regulatory changes, and invest in scalable financial services to manage their financial operations efficiently.

Compliance 52

Compliance Tax Planning CFO Concentration 52

PYMNTS

SEPTEMBER 5, 2019

While Ultimate Finance will not offer unsecured loans as a standalone offering, reports noted the company will connect business borrowers to cash flow loans in conjunction with the company’s secured loan products. Existing customers of unsecured loans will continue to be serviced by the company as well. “We

Finance 40

Finance Concentration Prioritization Invoicing 40

Global Finance

OCTOBER 14, 2024

Banks need to grow, and there’s little room for that in markets such as China or Europe right now,” explains William Trout, director of Securities and Investments at Datos Insights. The ultimate prize is an evolving market projected to reach $1.3 trillion in assets by 2029, according to a recent report by Research and Markets.

Banking 59

Banking Investments Concentration Prioritization 59

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

The Finance Weekly

AUGUST 27, 2023

Encompassing tasks such as analyzing financial data, creating budgets and forecasts, managing accounting processes, and ensuring tax adherence and regulatory compliance, these advanced solutions empower finance teams to concentrate on strategic decision-making and higher-value tasks. What is Datarails’, FP&A Genius?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 52

Barry Ritholtz

SEPTEMBER 3, 2024

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. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective. 00:23:48 [Speaker Changed] So, so when you say concentrated, how concentrated is concentrated?

Investments 59

Investments Valuation Concentration Marketing 59

PYMNTS

AUGUST 2, 2018

This group is also more likely to abandon a merchant than other consumers, lending significant weight to securing its loyalty, and putting tremendous pressure on retailers to pursue strategies that can keep these influential consumers happy.

Retail 40

Retail Concentration Prioritization Securities 40

Barry Ritholtz

OCTOBER 24, 2022

And, you know, it really struck home with me that money is very personal, that it’s closely tied to security. It’s not just their security. NORTON: So what we do is we have the individual security portfolios. NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark.

Investments 52

Investments Valuation Benchmarking Marketing 52

CFO News Room

NOVEMBER 8, 2022

gains tax rate where some of these clients are retiring early before they turn pension and Social Security on. ” And so we, with the software, with the rebalancer, we can prioritize which of the holdings go into which account for asset location. And then we have the 0% cap. Cean: Correct.

Restructuring 130

Restructuring Planning Marketing Accounting 130

CFO News Room

NOVEMBER 8, 2022

Current privacy regulations, however, prioritize governments and firms over consumers. Admittedly, it is a good first step in bringing attention to issues of data security and creating a uniform law enabling consistency among all EU members. However, as de La Lama says , “the GDPR isn’t the end game, but really just the start.”

Prioritization 130

Prioritization Economics Concentration Compliance 130

Barry Ritholtz

JULY 29, 2024

00:13:39 And so after that first 90 days, I started looking at things that we could prioritize a little differently. There’s no one in the industry that questions the need for this industry to be very secure. 00:14:26 [Speaker Changed] Let’s talk a little bit about the transition that you undertook. A hundred percent.

Investments 59

Investments Communication Benchmarking Technology 59

CFO News Room

NOVEMBER 5, 2022

Pundits continue to expect “SECURE 2.0” Among other restrictions in the proposal, only one broker would be permitted to work at each RSL, the broker would not be allowed to meet with clients or handle securities or funds at the location, and the broker would be required to use the parent firm’s electronic communication system.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130

Musings on Markets

MARCH 15, 2025

As these disrupted businesses prioritized scaling up over profitability, consumers benefited as they received products and services, at bargain-basement prices, sometimes below cost. The clearest loser from disruption is the status quo.

Investments 77

Investments Profit and Loss Valuation Economics 77