CFO News Room

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 130

Education Planning Investments Profit and Loss 130

Future CFO

FEBRUARY 9, 2025

A single cyberattack can severely impact a company's reputation, disrupt operations, and lead to significant financial losses, potentially requiring unplanned write-downs or impacting EBITDA. Many stakeholders view cybersecurity as an operational expense rather than a strategic investment, impacting the company's short-term profitability.

Investments 52

Investments Profit and Loss Securities Risk Management 52

CFO Share

JUNE 6, 2024

This involves monitoring market risks, managing credit exposures, maintaining adequate liquidity, and implementing robust internal controls to prevent financial losses and ensure financial stability. Financial risk management is about identifying, evaluating, and addressing financial threats that could harm a company’s assets.

Risk Management 105

Risk Management CFO Foreign Exchange Credit Risk 105

The Charity CFO

MARCH 24, 2022

Fraud losses in the charitable industry destroy an organization’s reputation, future financing opportunities, and capacity to carry out its mission. The education first department reported Inconsistencies to the USDA in 2020. 3 Common Types of Fraud in Non-profits . How was this fraud uncovered? 1: Corruption.

Nonprofit 98

Nonprofit Profit and Loss Auditing Leadership 98

Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Planning 98

Planning Problem Solving Profit and Loss Prioritization 98

PYMNTS

MAY 22, 2020

Studies have shown that more than half of all banks recover less than 25 percent of related losses, and FIs have reported a 59 percent growth in fraud value and a 61 percent increase in fraud volume since 2015. million in losses. Employee and customer education is the first defense banks should leverage to prevent attacks, she said.

Profit and Loss 74

Profit and Loss Leverage Education Securities 74

PYMNTS

JUNE 27, 2018

While the creators of the scheme promised they would put investor funds into profitable and, perhaps, dividend-paying companies, they instead spent $20 million from the investment pool to enrich themselves, according to the SEC complaint. In addition, they made $38.5 In addition, they made $38.5 schemes, equaling $2.4

Banking 65

Banking Profit and Loss Education Investments 65

CFO News Room

DECEMBER 10, 2022

When good-quality roads became commercially important, profit-seeking firms were there to provide them. On the first point, hundreds of thousands of people were displaced by highway construction, and not even with compensation for their losses. He was a vice president of the John Locke Foundation until 2003.

Construction 130

Construction Profit and Loss Treasury Economics 130

PYMNTS

SEPTEMBER 30, 2019

Craigslist and eBay are among the most profitable platforms for fraudsters, attracting people with authentic-looking ads for concert tickets, used cars and more, the article said. The average loss was $600. Researchers found that the majority of consumers fell prey to scammers on legitimate websites and social media. .

Profit and Loss 58

Profit and Loss Advertising Education Securities 58

PYMNTS

SEPTEMBER 24, 2019

Which is why, Visa Senior Director of Social Impact Hugh Norton told PYMNTS, Visa is hoping to boost those odds of success starting today — with the launch of Practical Business Skills , Visa’s first-ever one-stop educational portal for small business owners.

Education 61

Education Profit and Loss Budgeting Planning 61

The Charity CFO

DECEMBER 23, 2024

Successful nonprofits and for-profit businesses alike use a variety of key performance indicators (KPIs) to help track their organizations performance. Number of Beneficiaries Served Example A nonprofit provides educational programs to 500 students in a year.

Nonprofit 52

Nonprofit Numbers Profit and Loss Concentration 52

Barry Ritholtz

DECEMBER 21, 2023

And then I used to do those numbers by hand using the Barron’s MarketLab pages and, you know, underlining stuff and using an anti machine and all that by hand work, which was Educational. Since January has has had some trouble recently with a lot of profit taking. But there we are looking at the pattern. We see it change.

Profit and Loss 128

Profit and Loss Marketing Investments Forecasting 128

PYMNTS

JANUARY 1, 2021

One out of every three Americans said they had experienced a loss of income as a result of the pandemic. This loss can be crippling for consumers who live paycheck to paycheck or have little savings. Approximately 40 percent of U.S. consumers cannot pay for a $400 emergency. regulations.”.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

PYMNTS

APRIL 23, 2020

Fraud doesn’t just hurt insurance companies, however, as the losses are largely passed on to legitimate customers in the form of increased premiums. These tactics are not necessarily undertaken to cause harm, but they still result in insurance companies driving up premiums to cover their losses.

Profit and Loss 60

Profit and Loss Education Leverage Technology 60

PYMNTS

MARCH 2, 2020

Thankfully, for every bad actor there’s an organization like PSCU, the credit union service organization (CUSO) that saved its CU members close to $300 million in potential 2019 losses by interdicting, intercepting and otherwise interfering with cybercriminals at work. The Trust Factor. CU in Court.

Profit and Loss 52

Profit and Loss Education Securities Compliance 52

CFO News Room

NOVEMBER 22, 2022

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.

Planning 130

Planning Profit and Loss Communication Education 130

CFO Talks

FEBRUARY 10, 2023

This results in greater profitability and subsequently increased employment. Correctly managed and implemented, this would more than likely replace the short-term loss on corporate taxes. The rationale being a lower corporate tax burden for businesses will enable them to invest and grow in their businesses.

Budgeting 52

Budgeting Profit and Loss Forecasting Economics 52

The Finance Weekly

SEPTEMBER 23, 2021

Emerging financial trends are allowing businesses to expand their operations while maintaining profitability. Nonetheless, it is always preferable to pursue further education. These new developments will aid business owners in increasing income and profitability.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Invoicing Accounting 52

PYMNTS

MARCH 25, 2016

While the expanse and availability of canine- related products (in areas of food, medicine, grooming, toys, et al.) — and the potential for profit garnered from them — are ever-growing, the means through which consumers acquire the animals themselves have changed drastically over the last several years and continue to do so.

Retail 45

Retail Profit and Loss Sales Education 45

PYMNTS

JULY 2, 2019

Specialized fields will have additional requirements, and those applying will occasionally need additional education to get final reaccreditation. The losses for immigrants like Aly, Ogaro and Scapo are obvious — but what is perhaps less obvious is that their losses are also Canada’s. A Better, Not-For-Profit Path Forward.

Profit and Loss 40

Profit and Loss Education Nonprofit Accounting 40

Future CFO

APRIL 15, 2020

Highlights of findings Based on data of nearly 13,000 Danish SMEs between 1996 and 2012, Bennedsen and his co-authors find that five-to-seven day hospitalisations sent firm profitability tumbling by 7% in the year of illness, the business school noted. . However, the degree of the dip varied depending on a number of attributes.

Profit and Loss 40

Profit and Loss Concentration Education Economics 40

CFO Share

SEPTEMBER 29, 2021

Don’t get me wrong – employee satisfaction definitely affects profits. Productivity is the net of all efficiency gains and losses. Conclusion: Work from Home is 4x More Profitable than Hybrid Working. When all costs and benefits are added up, the results are clear: work from home was more profitable than work from office.

Profit and Loss 59

Profit and Loss Financial Analysis Finance CFO 59

Finvisage

FEBRUARY 7, 2021

Thats why I say this is also very educational. Derivative contracts make it possible to multiply the impact of the short making it possible to profit from a short position larger than the actual shares borrowed. During the pandemic and lockdowns, with people stuck at home and schools closed, wasn’t a gaming company due to make profit?

Profit and Loss 52

Profit and Loss Retail Securities Leverage 52

PYMNTS

JULY 15, 2016

Free from the chains of commercial rents, online retailers had a lighter — though by no means easier — path to profitability than some of their B&M counterparts, and many like Amazon still occupy those market perches today.

Profit and Loss 40

Profit and Loss Retail Education Manufacturing 40

The Charity CFO

JANUARY 26, 2023

Start With the Fundamentals of Nonprofit Tax Filing Non-profit organizations operate in many areas of society, including education, healthcare, sports, and social services. You don’t want to make any mistakes that could trigger an audit or even the loss of your 501(c)(3) status.

Nonprofit 52

Nonprofit Accounting Principles Profit and Loss Auditing 52

Future CFO

SEPTEMBER 22, 2024

Early in my career as a Product Manager, I recognised the importance of understanding the financials behind the products I was managing, particularly the product profit and loss statements. This realisation, combined with my love for numbers, motivated me to further my education in accounting.

Profit and Loss 52

Profit and Loss Leadership Accounting Transportation 52

PYMNTS

MARCH 1, 2017

billion in losses last year. Grant told PYMNTS that as cybercrime and fraud have become more profitable enterprises, cybercrime has truly become a business — hackers and other criminals are looking for the weakest links in order to get the biggest return on their investment of time and effort. Smarter fraudsters, smarter protections.

Accounting 56

Accounting Securities Profit and Loss Numbers 56

PYMNTS

MAY 4, 2016

Not only is there the cost of repairing a down vehicle, but there are additional costs, like a loss of productivity and an increased reliance on rental vehicles, plus continuing pay for employees, that are all some of the less-obvious burdens that hit a company’s books when a truck is off the road.

Profit and Loss 40

Profit and Loss Transportation Invoicing Education 40

PYMNTS

AUGUST 21, 2018

Six days later, The New York Times reported that Bear Stearns was dangling on the age of bankruptcy and a forced liquidation after it posted a 61 percent drop in net profits as a result of hedge fund losses in the subprime mortgage market. The 70K Lifetime Loss (And Other Interesting Figures About Our Financial Futures).

Profit and Loss 40

Profit and Loss Education Economics Marketing 40

PYMNTS

NOVEMBER 8, 2019

The problem with large investments – the type that run into the billions of dollars – is that just as gains can be astronomical, the losses can be devastating. Promises to disrupt the way business has always been done are exciting, yes, but profits matter. Emily Dickinson once wrote that “hope is the thing with feathers.” billion.

Profit and Loss 40

Profit and Loss Valuation Education Currencies 40

CFO News Room

DECEMBER 7, 2022

Communications that include generic brand content, purely educational material, market commentary, and event sponsorship, by themselves, are not deemed to be advertisements. To be considered an advertisement under the first prong, the communication must offer the adviser’s services with regard to securities.

Advertising 130

Advertising Marketing Communication Compliance 130

CFO News Room

DECEMBER 30, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected]. Read more of Adam’s articles here.

Planning 130

Planning Auditing Investments Securities 130

PYMNTS

FEBRUARY 2, 2017

YapStone lets their clients do that, he noted, which means the payments process goes from being a net loss to a get-profit center. Looking at the various types of fraud has also been educational. By any measure, our losses on a basis-point standpoint are incredibly low by industry standards,” Villante said.

Profit and Loss 44

Profit and Loss Education Accounting Investments 44

Musings on Markets

AUGUST 15, 2023

If you do assume that markets will price away this excess profit, you then have the basis for the models that are used to value options and other derivative assets. Not only was this an indication of how dollar-centric much of finance education used to be, but also of how much faith there was that the US treasury was default-free.

Investments 98

Investments Currencies Treasury Hurdle Rate 98

Planful

JANUARY 11, 2022

Research from the Wharton School of the University of Pennsylvania suggests that, since AI can lead companies to become more profitable, companies can then hire more employees. But as new technologies enable more companies to increase efficiency and profits, the pressure to adopt will soon reach a tipping point.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

PYMNTS

JUNE 1, 2017

From that data, it builds predictive AI models whose insights guide carriers to make faster, more educated risk selection and pricing decisions. Imagine my surprise when the manager told me, “It’s not our problem, and I don’t want to fix this because it hurts my store’s profitability.”. Our clients improved their loss ratios by 1.9

Profit and Loss 40

Profit and Loss Benchmarking Education Technology 40

Barry Ritholtz

SEPTEMBER 12, 2022

And so, it’s a little bit of an educational process, but …. The next question that you alluded to, which is really interesting about revenue and profits, how solid in inflation hedge are equities? It’s late in the summer in 2022, markets sold off 22, 24 percent, recovered about half of those losses …. RITHOLTZ: Sure.

Investments 119

Investments Marketing Profit and Loss Banking 119