E78 Partners

NOVEMBER 15, 2024

One key area of focus is the exploration of operational efficiency, which is crucial for maximizing the potential of private equity investments. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

CFO Dive

FEBRUARY 10, 2022

Knowing why employees avoid or under use new tools can help you leverage your spend. Inefficient use of technology often takes root early.

Investments 355

Investments Leverage Technology 355

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.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News

NOVEMBER 19, 2024

Havells India Ltd announced a Rs 480 crore investment to establish a refrigerator manufacturing facility in Ghiloth, Rajasthan. The company aims to leverage backward integration and economies of scale through this investment, funded by internal accruals.

Manufacturing 40

Manufacturing Investments Leverage 40

Nerd's Eye View

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.

Leverage 97

Leverage Planning Investments Numbers 97

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.

Leverage 86

Leverage Communication Numbers Investments 86

Future CFO

OCTOBER 25, 2023

With the rampant incidents of frauds and scams related to finance, machine learning can be leveraged to detect and prevent financial fraud, allowing a company or an organisation to respond in real-time. The post Leveraging machine learning to detect financial fraud appeared first on FutureCFO.

Leverage 52

Leverage Auditing Finance Financial Data 52

The Charity CFO

JUNE 26, 2024

Dana and Tosha’s conversation today will focus on digital marketing and how this tool can be leveraged, especially in nonprofit organizations, to assist in fundraising. When a business invests into marketing, they are investing in the quality of their brand. Marketing is a fun game in the business world.

Nonprofit 52

Nonprofit Leverage Marketing Budgeting 52

CFA Institute

OCTOBER 21, 2022

The essence of maximizing the internal rate of return (IRR) lies in the total amount of leverage contracted to finance a transaction.

Leverage 110

Leverage Finance Performance Measuring Economics 110

CFO Thought Leader

NOVEMBER 4, 2024

In support services, we’ll continue to lay a solid foundation by investing in business acumen, IT acumen, human capital management, and sales expertise to better support our local partners in the field. So, we’ve got our hands full.

Leverage 52

Leverage CFO Healthcare Leadership 52

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.

Leverage 85

Leverage Compliance Investments Marketing 85

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 (..)

Leverage 92

Leverage Planning Compliance Investments 92

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.

Corporate Finance 98

Corporate Finance Valuation Investments Finance 98

E78 Partners

MAY 8, 2024

Organizations of different scales that have invested in ServiceNow want to use their ITSM platform to handle TEM and increase operational effectiveness. ServiceNow SAM also provides tools for software license optimization, ensuring that organizations maximize the value of their software investments while minimizing compliance risks.

Leverage 52

Leverage Compliance Auditing Invoicing 52

CFO Talks

FEBRUARY 18, 2024

By leveraging analytics and performance metrics, CFOs can measure the effectiveness of training programs, identify areas for improvement, and make data-driven decisions to optimize future initiatives. Learn more about our CFO Club Africa for finance executives and managers here. Read industry news on Accounting Weekly here.

Leverage 52

Leverage CFO Finance Compliance 52

Centage

NOVEMBER 16, 2022

As a result, owners can see what the company owes and owns in assets and investments at a given point in time. This report should provide information on operations and investments that rely on cash. The post The Key to Modern Financial Reporting: Leveraging Data to Withstand Volatility appeared first on Centage.

Financial Reporting 98

Financial Reporting Financial Planning and Analysis (FP&A) Leverage Forecasting 98

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.

Leverage 85

Leverage Education Planning Communication 85

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.

SAP 178

SAP Leverage Investments 178

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?

Investments 130

Investments Budgeting Finance Marketing 130

Nerd's Eye View

OCTOBER 15, 2024

Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households. My guest on today's podcast is Mark Asaro.

Investments 52

Investments Construction Leverage Marketing 52

E78 Partners

DECEMBER 1, 2023

However, there are many factors in today’s marketplace – such as competition for deals – that are compelling many private equity funds to invest in companies in a ‘non-control’ position. This is happening more and more frequently in the middle market in particular.

Leverage 45

Leverage CFO Investments Planning 45

E78 Partners

APRIL 9, 2024

In an era characterized by rapid digital transformation, businesses across the spectrum are leveraging technology to fuel progress, growth, and competitive advantage. The Critical Role of Cybersecurity Recent cyber threats have underscored the significance of cybersecurity in private equity investments.

Investments 59

Investments Compliance Securities Benchmarking 59

CFO Thought Leader

JANUARY 9, 2024

Because of this, folks who live in G&A are at a disadvantage in comparison to their peers in sales and marketing, where a lot of investment is made because they’re revenue-generating. It’s not a revenue-generating center like sales or marketing. Read More Legal doesn’t have these today, which is why LinkSquares exists.

Leverage 52

Leverage CFO Prioritization Leadership 52

CFO Talks

AUGUST 9, 2024

Balancing Risks and Returns in Investment Strategies: A Detailed Guide for CFOs in Africa For CFOs operating within the diverse economic landscapes of Africa, making informed investment decisions is crucial. Understanding Risk and Return Investment decisions are all about balancing potential rewards against possible risks.

Investments 52

Investments CFO Manufacturing Economics 52

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

Investments 52

Investments Leverage Technology Compliance 52

E78 Partners

JULY 7, 2023

However, a more strategic and streamlined solution exists — leveraging a single organization to support both. An organization capable of providing multiple services simultaneously is more invested in the long-term relationship. According to a recent survey , 47% of CFOs reported being understaffed in critical roles.

Leverage 52

Leverage Leadership Sales Planning 52

CFO News Room

NOVEMBER 4, 2022

They’ve identified three areas where organizations need to focus and invest to keep DEI momentum going: connecting a good strategy to the right accountability; collecting and analyzing the right data; and truly empowering DEI leaders. Utilizing and leveraging organizational data like this isn’t a one-time task.

Investments 100

Investments Leadership Accounting Analyzing Data 100

Boston Startup CFO

APRIL 12, 2024

Lender & Lease Negotiations Leveraging our financial expertise and negotiation skills, we can work on your behalf to secure favorable terms with lenders and landlords, optimizing loan conditions and lease agreements to suit your business needs, ultimately helping you save costs, enhance cash flow, and strengthen your financial position.

Investments 40

Investments Finance Leverage Securities 40

The Charity CFO

AUGUST 22, 2024

Paul and Tosha collaborate on a discussion about nonprofits investing in technology. There is almost an unwritten fear or stigma associated with nonprofits and using dollars to invest in technology. Tune in as Paul and Tosha breakdown some whys behind technology investment in nonprofits. Why Don’t 501c3’s Invest in Technology?

Nonprofit 52

Nonprofit Technology Investments CFO 52

Future CFO

NOVEMBER 22, 2023

Business investment would increase though firms in many countries are dealing with the highest interest rates they have seen in years, said Grant Thornton recently. Globally, more than half of respondents the firm surveyed expect to increase investment across technology, R&D, and staff. Don’t rush into investment decisions.

Investments 52

Investments Leverage Technology Economics 52

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 (..)

Investments 89

Investments Leverage Economics Technology 89

Collectiv

JULY 13, 2022

Our well-rounded training programs empower your team so they can confidently use Power BI to help your organization automate reporting and leverage the power of data to inform accurate decision-making. How are Others Leveraging Power BI Training for Success? How Does Power BI Training Benefit Enterprises?

Leverage 52

Leverage Leadership Education Investments 52

Future CFO

NOVEMBER 1, 2023

Both tax and finance leaders are set to increase investment in digital transformation, said Thomson Reuters recently when releasing a report titled Digital Agendas: How Tax Compliance and Finance Leaders are Preparing for 2024. The post Tax and finance leaders to up investment in digital transformation appeared first on FutureCFO.

Investments 52

Investments Finance Restructuring Compliance 52

E78 Partners

JANUARY 17, 2024

Investment funds and their challenges Investment funds often face numerous challenges in their initial stages, particularly operational challenges and building in-house finance teams. Building a competent finance team is a critical aspect of a successful investment firm, but assembling such a team is both time-consuming and expensive.

Investments 52

Investments Finance CFO Leverage 52

PYMNTS

APRIL 22, 2020

Approximately 95 percent of such firms leverage anti-fraud technology, Greg Firestone, vice president of data science at Allstate , told PYMNTS in a recent interview. The company leverages an AI-based solution to monitor and flag suspicious claims, but keeping an eye on future fraud trends still requires a human touch.

Leverage 80

Leverage Numbers Technology Investments 80

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.

Investments 52

Investments Leverage Banking Marketing 52

PYMNTS

APRIL 7, 2020

Few are investing energy in building taller silos for their data, bumpier and more friction-filled experiences for their customers, or slower and more opaque payments processes. Everyone wants to build a smoother, faster and more efficient financial services journey — that isn’t a point of disagreement or friction.

Leverage 83

Leverage Banking B2C B2B 83