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

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 98

Leverage Planning Numbers Investments 98

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 98

Leverage Communication Numbers Investments 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.

Corporate Finance 121

Corporate Finance Valuation Investments Finance 121

Global Finance

FEBRUARY 5, 2025

At the Asia-Pacific Economic Cooperation summit in Peru last November, Indonesias new President Prabowo Subianto, who began his term in October, emphasized that foreign investments would be protected by a solid legal framework, and highlighted incentives and a commitment to liberalizing ownership laws. Itll get to $3.65

Economics 108

Economics Prioritization Investments Manufacturing 108

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 (..)

Leverage 91

Leverage Planning Securities Numbers 91

Future CFO

DECEMBER 22, 2024

Why It Matters Compliance : Governments require standardized customer details, such as taxpayer identification numbers and verified addresses. Invest in Training : Educate employees on the benefits and workflows of e-invoicing to reduce resistance. Errors can lead to rejected invoices.

Invoicing 98

Invoicing CFO Compliance Auditing 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

CFO Talks

NOVEMBER 25, 2024

Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. A colleague hints at leveraging this information to trade shares. As a CFO your influence extends beyond financial reports and budgets. Consider implementing anonymous reporting systems.

Leadership 98

Leadership Auditing Profit and Loss Compliance 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?

Investments 130

Investments Budgeting Finance Marketing 130

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. For midsize companies, ERP should be a cloud-based solution rather than on-premise. Scalability. Typically:

Budgeting 228

Budgeting Leadership Communication Leverage 228

CFO Talks

NOVEMBER 20, 2024

Invest in strong financial systems that allow for dual reporting. Lessons for CFOs Being a CFO for a cross-listed company is about more than just numbers; it’s about strategy. Leverage Technology Financial reporting software isn’t just a nice-to-have; it’s a necessity.

IFRS 98

IFRS GAAP Currencies CFO 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 98

Leverage Education Planning Communication 98

The Finance Weekly

FEBRUARY 23, 2025

Financial tracking also helps adjust investments, such as identifying underperforming products and reallocating resources accordingly. Secure Budget Approval for Necessary Resources Before investing in a project, finance teams must assess the resources required and gain approval. FP&A is the foundation of financial stability.

Financial Planning and Analysis (FP&A) 52

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

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.

CFO 52

CFO Cost Management Leverage Planning 52

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.

SAP 70

SAP Data Analysis Leverage Manufacturing 70

Future CFO

MARCH 5, 2025

Winnie Law , CFO, Technology & Operations (T&O), Global Functionsand Fit for Growth, Standard Chartered , believes the war on talent continues to be a challenge as the role of Finance pivots from being mere number crunchers and financial journalists to strategy influencers.

Finance 91

Finance Problem Solving Technology Communication 91

Corporate Finance

MAY 9, 2022

As we discussed in the textbook, in general, there is no absolute number that is best for a particular financial ratio. However, when the economy is bad or uncertain, it is better if leverage ratios are more conservative to help avoid financial distress. The median TIE increased from 6.1X prior to the pandemic to 8.6X

Leverage 130

Leverage Numbers Investments 130

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

Musings on Markets

FEBRUARY 8, 2025

In the first five posts, I have looked at the macro numbers that drive global markets, from interest rates to risk premiums, but it is not my preferred habitat. A key tool in both endeavors is a hurdle rate a rate of return that you determine as your required return for business and investment decisions.

Hurdle Rate 72

Hurdle Rate Valuation Corporate Finance Currencies 72

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

CFO Thought Leader

JANUARY 6, 2025

In the three years since, Deputy has achieved a historic milestonereaching unicorn status through strategic partnerships with major customers who not only become clients but also invest capital, thereby opening new distribution channels and co-creating additional value.

CFO 52

CFO Leadership Compliance Concentration 52

CFO Plans

DECEMBER 16, 2024

These services extend beyond mere number crunching; they represent a sustainable business model that nurtures financial wellness and supports the overall well-being of business leaders. This journey demands strategic foresight and a commitment to leveraging professional financial guidance to achieve long-term success.

Accounting 52

Accounting CFO Leadership Prioritization 52

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.

Currencies 78

Currencies Investments Entertainment Budgeting 78

Future CFO

JANUARY 26, 2025

According to an article from the Malaysian Investment Development Authority , the deputy president of the Malaysian Economic Association , Dr Yeah Kim Leng , believes that to drive economic growth, Malaysia should "expand the infusion of technology across all sectors and raise investment in R&D and innovations."

SAP 52

SAP Finance Leadership Leverage 52

Musings on Markets

FEBRUARY 12, 2025

I am in the third week of the corporate finance class that I teach at NYU Stern, and my students have been lulled into a false sense of complacency about what's coming, since I have not used a single metric or number in my class yet.

Hurdle Rate 72

Hurdle Rate Accounting Investments Economics 72

The Finance Weekly

OCTOBER 29, 2024

This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making. Investment Evaluation - Assessing mergers, acquisitions, or new projects. The DCF model is widely used to value companies, projects, and assets.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Barry Ritholtz

FEBRUARY 5, 2025

He learned about alts working under the legendary David Swensen at the Yale University Investments Office. His latest book is Private Equity Deals: Lessons in investing, dealmaking, and operations. Is this the right investment vehicle for me? I think that’s generally how the media works at investing, right?

Investments 59

Investments Concentration Marketing Leverage 59

Global Finance

OCTOBER 30, 2024

Niall Byrne, chief financial officer of QIA (Qatar Investment Authority), the country’s wealth fund, discussed from Doha his two-year tenure and his focus on transforming the QIA’s finance function to support growth. It doesn’t just impact the finance function, it impacts all of the investment teams across the whole organization.

CFO 52

CFO Finance Healthcare Investments 52

CFO News Room

FEBRUARY 5, 2022

Businesses use it to determine which discount rate makes the present value of future after-tax cash flows equal to the initial cost of the capital investment. If an investment will require capital that could be used elsewhere, the IRR is the lowest level of return from the project that is acceptable in order to justify the investment.

Net Present Value (NPV) 130

Net Present Value (NPV) Investments Numbers Corporate Finance 130

CFO Talks

SEPTEMBER 28, 2024

It’s not just about numbers on a spreadsheet; it’s about making those numbers work in the real world, driving business growth, and making a measurable impact. Understand the Story Behind the Numbers Numbers tell a story, and as a CFO, you’re the storyteller. Are there inefficiencies that could be solved with technology?

Communication 98

Communication CFO Numbers Leverage 98

Global Finance

FEBRUARY 4, 2025

We invest in optimizing processes and leveraging advanced technologies like AI to improve efficiency. McAlpine: Success stories include a partnership with Capital Bank, which leveraged Finastras solutions to enhance its trade operations, as it felt its existing treasury and trade management systems were not well placed for growth.

Finance 59

Finance Prioritization Leverage Treasury 59

Global Finance

OCTOBER 30, 2024

Niall Byrne, chief financial officer of QIA (Qatar Investment Authority), the country’s wealth fund, discussed from Doha his two-year tenure and his focus on transforming the QIA’s finance function to support growth. It doesn’t just impact the finance function, it impacts all of the investment teams across the whole organization.

CFO 52

CFO Finance Healthcare Investments 52

E78 Partners

FEBRUARY 10, 2025

With our expertise in technology expense management (TEM) , we empower organizations to control budgets, ensure compliance, and optimize technology investments. The cost of a software license varies widely depending on the software type, license model, and number of users. What Are the Four Types of Software Licenses?

Compliance 52

Compliance Budgeting Cost Management Leverage 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. It provides a centralized repository where asset details such as make, model, serial number, location, and ownership can be stored and accessed.

Leverage 52

Leverage Compliance Auditing Invoicing 52

Global Finance

OCTOBER 20, 2024

So we came up with the idea of an RMA-as-a-Service concept so they don’t have to invest their own capital in it.” “By By leveraging BNY’s RMAs, we have access to over 4,000 bank branches,” explains Tsutomu Yamamoto, managing executive officer, head of Global Transaction Banking Unit at Mizuho Bank.

Treasury 111

Treasury Banking Leverage Finance 111

Future CFO

JANUARY 13, 2025

CFOs should be vigilant in evaluating how AI technologies could affect their organisations' exposure to these risks, urging them to leverage AI analytics for deeper insights into potential vulnerabilities." He asserts, "First, there is more investment going on in AI in the next 3 to 5 years than there has been in history in the cloud."

Risk Management 52

Risk Management CFO Leadership Finance 52