CFO Thought Leader

FEBRUARY 25, 2025

Featured CFO Bill Koefoed of OneStream explains his balanced approach to AI investments, blending near-term commercial applications with strategic R&D initiatives.

Investments 52

Investments CFO Leverage Marketing 52

Future CFO

SEPTEMBER 5, 2024

ESG spending Assessing the cost-effectiveness of various ESG initiatives and investments for organisation in the Asian context may not be a cakewalk, as finance leaders are tasked to prioritise the most financially viable options. The post Leveraging ESG initiatives for business value appeared first on FutureCFO.

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Leverage Profit and Loss Compliance Finance 98

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

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Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

FEBRUARY 17, 2025

The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. For most of her career, she has been around the world and if you name a hotspot investing place, she’s been there. Christine Philpots.

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Investments Economics Marketing Benchmarking 59

Global Finance

DECEMBER 26, 2024

In addition, the acquisition complements Nippon Lifes other recent investments, including a $3.8 The proposed acquisition underpins Nippon Lifes long-term strategy, and serves as a blueprint for leveraging international acquisitions to drive growth. billion stake in Houston-based Corebridge Financial.

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Leverage Finance Investments Marketing 111

Future CFO

JANUARY 22, 2025

At the FutureCFO Conference series, organised by Cxociety, finance leaders in Indonesia, Malaysia, Singapore, the Philippines and Thailand ranked automation and degitalisation (80%), investing in talent and employee development (58%) and continuous innovation (47%) as the top three strategies most important to sustainable growth in 2024.

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Risk Management Compliance Finance Leverage 98

Bramasol

NOVEMBER 11, 2024

Cloud ERPs offer modular architectures, allowing companies to scale their operations and add functionalities as needed without significant upfront investments. Leading cloud providers invest heavily in security measures and compliance protocols to protect sensitive information.

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SAP Compliance Leverage Invoicing 92

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

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Investments Currencies Financial Systems Marketing 59

Navigator SAP

AUGUST 23, 2024

Are you fully leveraging the power of your SAP Business ByDesign investment? Did your implementation yield the expected insights, KPIs, and ROI? A strategic partnership with the right SAP Business ByDesign Partner and the right business consultants that know your industry, business, and ERP is essential.

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Nerd's Eye View

NOVEMBER 16, 2023

In our 125th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it actually means to scale an advisory business, why doing so necessarily requires more staff support, and how scaling a firm is different than merely finding ways to best leverage a firm owner's time.

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Leverage Communication Numbers Investments 98

Future CFO

SEPTEMBER 23, 2024

As the business world's thirst for mastering technological advancements properly intensifies, with the seemingly never-ending developments in artificial intelligence, automation, and machine learning, it is expected that organisations steer their priorities towards investments on the IT side.

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Investments CFO Leadership Leverage 97

Future CFO

DECEMBER 29, 2024

She points out that finance is no longer just about metrics and measurements but about leveraging technology to gain insights that support strategic initiatives. This involves investing in technology that automates routine tasks and provides valuable insights that can drive competitive advantage.

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Finance Compliance Data Analysis Leadership 98

Global Finance

NOVEMBER 1, 2024

It has played pivotal roles, serving as co-chair of the Transition Finance Taskforce of the Green Investment Principle (GIP) for the Belt and Road initiative, vice-chair of the China Council of the Sustainable Markets Initiative (SMI). By leveraging its entire operation, BOC has positioned itself as a global leader in green finance.

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Finance Banking Risk Management Construction 98

Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. Tech companies age in dog years, and the consequences for how we manage, value and invest in them are profound.

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Corporate Finance Valuation Investments Finance 119

Nerd's Eye View

JANUARY 30, 2024

Tim is the founder of Goodwin Investment Advisory, an RIA based in Woodstock, Georgia, that oversees $275M in assets under management for 370 client households. Welcome back to the 370th episode of the Financial Advisor Success podcast ! My guest on today's podcast is Tim Goodwin.

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Leverage Compliance Investments Marketing 98

Nerd's Eye View

SEPTEMBER 26, 2023

What's unique about Bridget, though, is how, as a solo advisor, she found herself overwhelmed with the pressures of having to manage different aspects of her business while also providing great service to her clients as she quickly grew to $77M of AUM in 7 years, and has decided to not to "scale" her firm by hiring more advisors but instead leverage (..)

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Leverage Planning Compliance Investments 98

CFO News Room

JANUARY 4, 2023

Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 million jobs in 2021 , according to a study commissioned by the National Association of Real Estate Investment Trusts (Nareit). What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?

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Investments Budgeting Finance Marketing 130

Future CFO

FEBRUARY 14, 2025

According to the Hitachi Vantara State of Data Infrastructure Survey, there are critical gaps that could undermine the regions AI momentum, despite ambitious investments. In his view, there is still room for growth for Finance teams, particularly in fully leveraging AI-driven automation.

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Cash Flow Forecasting Compliance Leverage Reconciliations 78

Nerd's Eye View

FEBRUARY 4, 2025

In this episode, we talk in-depth about how Cristina's personal experience dealing with challenging issues with her own aging parents while simultaneously caring for her young children helped her recognize the challenges those in the "sandwich generation" face, how Cristina leveraged the research she did for her personal situation (including finding (..)

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Leverage Planning Securities Numbers 91

Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

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CFO Talks

NOVEMBER 25, 2024

A colleague hints at leveraging this information to trade shares. Suggest alternatives, such as renegotiating contracts with current suppliers or investing in sustainable practices that align with company values. Escalate concerns to the audit committee or external advisors if internal discussions don’t resolve the issue.

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Leadership Auditing Profit and Loss Compliance 98

Future CFO

DECEMBER 22, 2024

Invest in Training : Educate employees on the benefits and workflows of e-invoicing to reduce resistance. Leverage Cloud-Based Solutions : Cloud platforms offer flexibility, scalability, and security, making integration smoother. Ensure Data Quality : Conduct regular data audits to support seamless integration.

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Invoicing CFO Compliance Auditing 98

Global Finance

OCTOBER 31, 2024

The GCC’s Shariah-compliant institutions are growing their assets and expanding their reach, thanks to new strategic partnerships and greater tech investment. The bank expects this will help it leverage artificial intelligence and other advanced technologies to identify and launch new Islamic banking solutions.

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Banking Finance Forecasting Leverage 105

Future CFO

MARCH 10, 2025

In more advanced markets, finance teams leverage AI to automate routine tasks , thus freeing up valuable time for strategic decision-making. Futureproofing investments As technological advancement accelerates, CFOs are increasingly concerned about futureproofing their investments in AI.

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Finance Invoicing Compliance Leverage 52

Barry Ritholtz

DECEMBER 19, 2024

The Spirit of Investment hovered over the trading floor. Leverage and options can make you rich overnight.” This is one of them: Chapter 1: The Creation of the Market In the beginning, the Trader created the Market and the Economy. The Market was formless and void, and volatility was upon the face of the indices.

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Marketing Leverage Startups Investments 92

Future CFO

MARCH 5, 2025

"With these trends, we continue to see a shift in the changing needs of the business specifically with speed of decision making and demand for real-time, dynamic and forward-looking financial insights, requiring finance to pivot their operating model to be nimbler and invest in responsive and scalable technology infrastructure."

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Finance Problem Solving Technology Communication 91

E78 Partners

MARCH 21, 2025

Understanding what PortCo in private equity is, how private equity firms manage these investments, and their role in the broader investment lifecycle is essential for anyone navigating the private equity landscape. What Is a PortCo?

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Mergers and Acquisitions (M&A) Restructuring Valuation Investments 52

Nerd's Eye View

SEPTEMBER 17, 2024

Eric is a partner at East Bay Investment Solutions, a firm that provides fractional Chief Investment Officer services based in Charleston, South Carolina, that supports over $6 billion in assets under advisement across 26 advisory firms they serve.

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Investments Leverage Banking Marketing 97

E78 Partners

FEBRUARY 5, 2025

This phase is where the real work begins: ensuring that the investment delivers the expected returns and long-term value. The aim is to leverage the efficiencies of scale that come with being part of a larger portfolio. By leveraging their expertise, companies can navigate complex financial landscapes with greater ease and efficiency.

Leadership 52

Leadership Leverage Strategic Planning Investments 52

Nerd's Eye View

NOVEMBER 14, 2024

With revenue rooted in more predictable, recurring income, many advisors were able to step off the relentless 'treadmill' of constant sales, allowing them to invest in growth by hiring staff and delegating tasks. A highly leveraged advisor has more flexibility in shaping their day-to-day business operations.

Communication 98

Communication Leverage Sales Investments 98

Nerd's Eye View

SEPTEMBER 12, 2023

In this episode, we talk in-depth about why Jason built Altruist as a solution to help RIAs based on his own experience as an engineer, RIA owner, and TAMP owner, to leverage the economics being an RIA custodian in order to offer advisors their core investment systems at a lower cost, how Jason leveraged many of the programs' infrastructures and processes (..)

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Investments Leverage Economics Technology 98

CFO Plans

NOVEMBER 4, 2024

By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently. Additionally, ROI analysis tools play a crucial role in evaluating the success of financial strategies and investments.

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CFO Cost Management Leverage Planning 52

Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Return on (invested) capital 2. Buybacks 2.

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Corporate Finance Valuation Finance Numbers 115

CFO News

DECEMBER 3, 2024

BlackRock plans to acquire HPS Investment Partners for about $12 billion in an all-stock deal to expand its presence in the burgeoning private credit market. The acquisition is set to close in mid-2025 and aligns with BlackRock's strategy to grow within alternatives, leveraging HPS's substantial $148 billion assets under management.

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Investments Leverage Planning Marketing 74

Bramasol

JANUARY 28, 2025

SAP Joule was also identified by Bramasol as a prime example of leveraging embedded agentic AI in our post on Trends to Watch in 2025. Through the RISE with SAP program and complementary tools, businesses can leverage AI to enhance their digital transformation journeys and to streamline operations and drive efficiency.

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SAP Data Analysis Leverage Manufacturing 69

Barry Ritholtz

MARCH 10, 2025

David Nadig, “ Rabbithole ” March 7, 2025 I had fun chatting with Dave Nadig about philosophy, behavior, and investing ( video after the jump). Question : “ Barry, your book How Not to Invest dissects numerous financial misconceptions. But let’s set aside markets and investing strategies entirely.

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Currencies Investments Entertainment Budgeting 78

CFO Thought Leader

FEBRUARY 27, 2025

He discusses how Extreme Networks leverages AI to improve sales enablement, optimize network management, and drive ROI. His insights reveal how finance leaders must evaluate AI investments not just by cost savings, but by long-term strategic impact.

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CFO Leverage Sales Investments 52