CFO Thought Leader

NOVEMBER 4, 2024

When it came to the public markets, no one can accuse David Morris and his seasoned C-suite colleagues, Fred Burke and Kendall Forbes, of being impatient. The milestone reflects a culmination of over three decades of ever thoughtful, strategic decision making in a highly specialized market. 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. return in new onboarded client revenue for every $1 spent in marketing. return in new onboarded client revenue for every $1 spent in marketing.

Leverage 85

Leverage Compliance Investments Marketing 85

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

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

Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Marketing 95

Marketing Advertising Compliance Leverage 95

Nerd's Eye View

APRIL 30, 2024

What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.

Leverage 85

Leverage Education Planning Communication 85

E78 Partners

OCTOBER 30, 2024

Middle-market companies face increasing pressure to maintain their value edge in this competitive financial landscape. To drive growth, improve profitability, and enhance decision-making, companies can leverage the power of refined operational disciplines – Forecasting, Planning, and Analytics (our take on FP&A).

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Marketing Forecasting Financial Modeling 59

CFO News Room

JANUARY 4, 2023

With a high job satisfaction rate and a healthy real estate market, more people are turning to the real estate industry. Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?

Investments 130

Investments Budgeting Finance Marketing 130

Future CFO

JULY 25, 2024

Cross-border instant payment market is expected to jump by 223% globally by 2028, resulting in a 29% share of all global instant payment transactions by 2028, according to a new study from Juniper Research. The post Cross-border instant payment market to rise 223% by 2028, research says appeared first on FutureCFO.

Marketing 52

Marketing Leverage Forecasting Investments 52

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

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

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

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. Simultaneous Events.

Leverage 45

Leverage CFO Investments Planning 45

PYMNTS

OCTOBER 22, 2018

Tala, the consumer lending app in emerging markets, announced Monday (Oct. 22) a strategic investment from PayPal. In a press release , Tala said the undisclosed investment from PayPal will help the company bring visibility and access to underserved regions in emerging markets across the world.

Investments 77

Investments Marketing Financial Systems Leverage 77

Nerd's Eye View

APRIL 15, 2024

But with limited resources to invest in elaborate marketing campaigns, how can newer advisors leverage a multi-tactic approach to attract new clients and grow their firms? This approach allows advisors to get their name and brand spread across more areas, increasing the breadth of their marketing with just 1 piece of content.

Marketing 72

Marketing Leverage Investments Planning 72

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

It’s not a revenue-generating center like sales or marketing. 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 a cost center.

Leverage 52

Leverage CFO Prioritization Leadership 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

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

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

Future CFO

OCTOBER 2, 2023

Moreover, current market conditions drive private fund managers to hone in on their cash management practices , with many turning to strategies more commonly used by their corporate counterparts. Money market funds are “particularly attractive” as they generate yield on idle cash and are highly liquid, according to Quinn.

Cash Management 52

Cash Management Marketing Treasury Concentration 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

Global Finance

OCTOBER 17, 2024

No matter the geopolitical noise, the world remains highly connected and customers expect to be served seamlessly across markets. At a regional context, it is essential to recognise that Asia is not a homogenous market. Partners can leverage DBS’ local knowledge and relationships to navigate the complexities and risks of Asia.

Leverage 105

Leverage Banking Finance Economics 105

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

Future CFO

SEPTEMBER 2, 2024

AI-powered ERP systems can help address regional challenges such as complex regulatory environments, diverse currencies, and rapidly changing market conditions by providing more agile and responsive financial tools. Leaders can leverage this information to readjust the supply chain network based on AI-driven analytics.

Compliance 116

Compliance Leverage Forecasting Risk Management 116

E78 Partners

NOVEMBER 16, 2023

The impact of artificial intelligence (AI) on private equity firms and middle-market companies is multifaceted and gaining momentum. Meanwhile, Deloitte Private’s 2023 Mid-market technology trends report reveals that AI has become the top tech investment priority for mid-market companies. How CFOs can leverage AI 1.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

PYMNTS

JANUARY 7, 2021

TCV's investments include Netflix, RELEX, Spotify and WorldRemit. . Mambu was one of the first companies to leverage the opportunity to move banking software into the cloud,” said TCV General Partner John Doran , who is joining the Mambu board, in the press release. billion ($2 billion), the company said in a press release.

Valuation 102

Valuation Investments Nonprofit Leverage 102

Future CFO

AUGUST 17, 2023

In addition, to accelerate growth and keep pace with the evolving expectations of empowered digital customers, leaders should consider investing in and experimenting with AI in terms of planning and budgeting, the firm noted. To deliver greater customer value, leaders must leverage AI for efficiency and effectiveness.

Budgeting 52

Budgeting Investments Planning B2B 52

E78 Partners

FEBRUARY 14, 2024

CEOs of middle-market private equity sponsored companies face unique challenges when it comes to delivering growth, profitability, and cash flow while managing operations with limited resources. Talent acquisition and retention: Attracting and retaining top talent is a critical issue for middle-market private equity-backed businesses.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Marketing Compliance Planning 52

Future CFO

MARCH 27, 2023

When it comes to investment planning, the majority of public companies will update their methodologies to include sustainability metrics as a key part of their return on investment (ROI) analysis by 2026, said Gartner recently.

Investments 52

Investments Planning Risk Management Leverage 52

Bramasol

NOVEMBER 11, 2024

Key Drivers for Shifting to Cloud ERP Agility and Flexibility: Businesses are seeking ERP solutions that can quickly adapt to changing market conditions. Cloud ERPs offer modular architectures, allowing companies to scale their operations and add functionalities as needed without significant upfront investments.

SAP 90

SAP Compliance Leverage Invoicing 90

Adam Kae

JULY 17, 2023

As a Chief Financial Officer (AKA ChiefFUNancial Officer) for digital marketing agencies, CFOAdam plays a vital role in ensuring the financial health and growth of your organization. Capital Investment and Financing Options Scaling a digital marketing agency sometimes requires capital investments.

CFO 52

CFO Marketing Cash Flow Forecasting Forecasting 52

CFO Thought Leader

NOVEMBER 7, 2024

Morris shares insights into Guardian’s journey from a single pharmacy to 50 nationwide, discussing the strategic milestones of investing in talent, data infrastructure, and a robust financial planning process. His experiences underline the power of team empowerment and preparation for continued growth in a competitive healthcare market.

CFO 52

CFO Healthcare Leverage Investments 52

Navigator SAP

JULY 28, 2023

They evolve faster and scale without heavy technology investment, they connect directly with other systems, they leverage data and automation, and soon they will use artificial intelligence for everything from insight to operational efficiency. Business operates differently now.

SAP 130

SAP Technology Leverage Investments 130

The Finance Weekly

AUGUST 7, 2024

It allows finance teams to continue leveraging their familiar Excel models while taking advantage of modern automation and AI capabilities. While both tools leverage AI to enhance forecasting and reporting capabilities, Datarails stands out with its advanced chatbot functionalities and automated reports.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

NOVEMBER 12, 2020

Consumers’ desire to go contactless or cardless during the pandemic presents plenty of opportunities for FinTechs, banks and other card issuers to bring innovative credit solutions to market, but such investments much be approached strategically.

Investments 120

Investments Technology Leverage Banking 120

CFO Talks

SEPTEMBER 28, 2024

Are sales up because of a successful marketing campaign, or did operational efficiencies boost your bottom line? Bridge the Gap with Strategic Investments One of the most effective ways to translate financial performance into results is through strategic investments. Create a narrative for your financial results each quarter.

Communication 98

Communication CFO Numbers Leverage 98