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. Marketing is a fun game in the business world. The misconception is that marketing is the ‘art class’ to business. Let’s find out.

Nonprofit 52

Nonprofit Leverage Marketing Budgeting 52

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 98

Marketing Advertising Compliance Leverage 98

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

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

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.

Investments 74

Investments Leverage Planning Marketing 74

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 96

Marketing Leverage Investments Planning 96

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 98

Investments Leverage Economics Technology 98

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

Navigator SAP

JULY 15, 2022

Cloud-based ERP enables midsize businesses to reduce implementation costs and take advantage of subscription-based models that reduce upfront investment and enable users to access information on any device from any location. Integrated AI and e-commerce with digital marketing. Scalability.

Budgeting 178

Budgeting Leadership Communication Leverage 178

Barry Ritholtz

OCTOBER 10, 2022

Imagine the impact of markets losing a ~quarter of their value in one trading session. The 87 crash impacted many market-related elements. We can trace lots of today’s market structure to that event, and the changes it wrought subsequently. Overheated market : +42.5% for the first 3 quarters of the year; 2.

Leverage 144

Leverage Marketing Investments 144

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

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

CFO News Room

FEBRUARY 6, 2022

While the sizeable increase in infra spend and sectoral initiatives in Union Budget augur well, there is need for policy reforms that help create a robust private investment ecosystem. In terms of investments, roads and railways have seen a significant increase in outlays, with y-o-y increase of over 50%.

Budgeting 130

Budgeting Leverage Transportation Investments 130

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. Optimizing operational processes in today’s competitive market can significantly impact profitability and long-term growth.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

Centage

MARCH 7, 2023

Read on to learn more about how investing in the right technology now can protect your business and set a path for success in the uncertain times ahead. In the long run, companies will be able to use financial planning processes for a wide array of applications and departments, from sales to marketing, HR to procurement, IT to forecasting.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Investments Budgeting Forecasting 98

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

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). Leadership in the Green Bond Market In the first half of 2024, BOC underwrote 98.37

Finance 98

Finance Banking Risk Management Construction 98

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.

Investments 59

Investments Currencies Financial Systems Marketing 59

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

Jedox Finance

APRIL 16, 2020

During this period of economic uncertainty, the Office of the CFO needs to be agile, responding to market trends, resource availability, and operational issues. Budget available resources and investments. Accomplishing these objectives requires intuitive technology that leverages the current capabilities of your organization.

Economics 125

Economics Forecasting Budgeting CFO 125

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. Optimizing operational processes in today’s competitive market can significantly impact profitability and long-term growth.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

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. Optimizing operational processes in today’s competitive market can significantly impact profitability and long-term growth.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

CFO News Room

FEBRUARY 2, 2022

Highlights from management commentary: SBICARD is focusing on enhancing the capacity and also investing in growth business, which could keep operating costs elevated in the near term. On growth, SBICARD can leverage the c200m customers of the parent company — SBI — for issuing cards where the customer acquisition costs are 0.7-0.8x

Cost Management 130

Cost Management Leverage Investments Marketing 130

Barry Ritholtz

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA. Previously : Bill Miller: Closet Indexers Are Killing Active Investing (October 28, 2016).

Concentration 141

Concentration Benchmarking Investments Accounting 141

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 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

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

PYMNTS

AUGUST 7, 2020

But the ripple effects are daunting, as the moves could threaten the half-trillion-dollar market for commercial mortgage-backed securities. Toronto-based investment group Brookfield has been forced to skip mortgage payments as stores in its malls miss rent payments, PYMNTS previously reported. Crew Group Inc.

Retail 141

Retail Restructuring Leverage Securities 141

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 94

SAP Compliance Leverage Invoicing 94

Nerd's Eye View

MARCH 6, 2024

Financial advisors often discuss how futile it is to try and predict what will happen in the stock market, and yet the reality is that a core component of creating a financial plan involves making a prediction for how markets will behave, at least in the long run. Read More.

Valuation 98

Valuation Economics Leverage Investments 98

Global Finance

OCTOBER 8, 2024

But overlending—and US initiatives to extend its security and investment footprint—are challenging its position. Accordingly, China’s involvement in Africa goes beyond trade, encompassing a mix of economic investments, geopolitical strategies, and local challenges. China continues to dominate trade with the continent. billion, up 1.5%

Transportation 130

Transportation Economics Investments Restructuring 130

CFO News Room

FEBRUARY 2, 2022

In the short-term, Bitcoin trades as a risky asset in an increasingly risk-on, risk-off market. We specifically mentioned three cryptocurrencies in this article, but there are actually more than 10,000 coins in the crypto world, so it’s important to categorize the coins before making investment decisions.

Concentration 130

Concentration Investments Securities Currencies 130

PYMNTS

JULY 14, 2020

We know from past data that a very high percentage of first-time buyers become repeat customers, so our customers likely have increased the overall market for their solutions. If the increase in the sale of digital goods is lasting, which I believe it will be, failure to invest and innovate will likely result in falling behind.

eCommerce 135

eCommerce Sales Investments Leverage 135

Global Finance

JULY 26, 2024

As the dynamic payments landscape presents both challenges and opportunities for corporate treasury, it’s unsurprising that financial institutions are finding new ways to help treasurers leverage new payments trends to improve efficiency, manage risk, and support business growth. ICD takes home the Best Investment Management Solution award.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

Barry Ritholtz

JANUARY 25, 2023

My mid-week morning train WFH reads: • NYSE Investigates Technical Issue That Caused Wild Market Open : At least 40 S&P 500 stocks were hit with trading halts. The Big Picture ) • Why Invest in Stocks When Bond Yields Are Higher? NYSE says it’s investigating issues with the opening auction. But in 2023, reality bites. (

Treasury 117

Treasury Leverage Investments Numbers 117

PYMNTS

AUGUST 4, 2020

The past several years have been good times for digital banking players popping up to challenge traditional brick-and-mortar financial institutions for market share, but recent months have accelerated that trend into overdrive. Dunning said such value-added offerings are more relevant to consumers today than they’ve ever been.

Banking 138

Banking Education Budgeting Economics 138

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