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

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

CFO News

NOVEMBER 17, 2024

Despite exploring collaborations, the group remains committed to the Indian market and aims to achieve over 5% market share by leveraging local manufacturing for both domestic sales and exports to regions like South Asia and Africa.

Marketing 40

Marketing Manufacturing Leverage Sales 40

CFO News

AUGUST 29, 2024

He highlights the potential leverage gained against China and argues that FTAs with large markets could boost foreign investments. Leading economist Arvind Panagariya advocates allowing Chinese investments in India, barring security risks.

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Leverage Investments Finance Securities 45

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

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.

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Leverage Education Planning Communication 85

Nerd's Eye View

JANUARY 30, 2024

return in new onboarded client revenue for every $1 spent in marketing. return in new onboarded client revenue for every $1 spent in marketing.

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Leverage Compliance Investments Marketing 85

The Charity CFO

SEPTEMBER 18, 2023

Nick is an expert in digital marketing and this will be the framework for the conversation today. We’ll cover topics like leveraging corporations, and influencers to further the mission of organizations and bringing awareness to the cause. Welcome to the Modern Nonprofit Podcast! A win-win-win partnership. Get the free guide!

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Nonprofit Leverage CFO Advertising 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 95

Marketing Advertising Compliance Leverage 95

E78 Partners

MAY 8, 2024

There are affordable alternatives with a proven ROI for TEM in the market. The post Leveraging ServiceNow ITSM for Telecom Expense Management (TEM) appeared first on E78 Partners. Reach out to the team at E78 Partners for more information on TEM & ServiceNow choices and how to choose the best-suited TEM provider for your business.

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Leverage Compliance Auditing Invoicing 52

Future CFO

AUGUST 5, 2024

A new study from the Chinese University of Hong Kong (CUHK) Business School found that the smart contract audit market is thriving, with new technical audit firms leading this. The research provides valuable insights into the factors driving the growth of this market and the role of audits in mitigating risks for investors.

Auditing 52

Auditing Marketing Education Finance 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

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

E78 Partners

DECEMBER 1, 2023

This is happening more and more frequently in the middle market in particular. The specific market, product, revenue, growth opportunities, etc. In many of these non-control investments, one private equity fund leads a deal, and the remainder of the round is filled out by smaller checks (often from even smaller funds).

Leverage 45

Leverage CFO Investments Planning 45

CFO Thought Leader

JULY 19, 2024

As the market demands more from finance teams, leveraging AI can be the key to maintaining competitiveness and ensuring long-term success. And there’s been this acute shortage of them in the market. Jack Sweeney: We want to want to touch on AI with you. But I think even more specifically, within the accounting space.

Leverage 52

Leverage Finance Invoicing Forecasting 52

Future CFO

JANUARY 9, 2023

And lower-rated frontier markets such as Laos (Caa3 stable) and Pakistan (Caa1 negative) may face acute challenges amid heightened liquidity and currency depreciation pressures, according to Moody’s. The post Asia Pacific credit outlook stable as growth and leverage stabilise appeared first on FutureCFO.

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Leverage Currencies Economics Finance 52

Nerd's Eye View

JULY 30, 2024

Michelle is a Wealth Advisor for Financially Wise Divorce, a hybrid advisory firm based in Minneapolis, Minnesota, that oversees $87 million in assets under management for 91 client households.

Leverage 52

Leverage Planning Sales Marketing 52

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

Future CFO

OCTOBER 10, 2023

Generative artificial intelligence is stepping in the scene of marketing content production, according to Deloitte Digital ’s new research. Deloitte Digital’s research shows that content marketing has become vital to the digital marketing strategies of eight in 10 surveyed leaders, with its importance growing between 2022 and 2023.

Marketing 52

Marketing Leverage Technology Planning 52

Jedox Finance

JUNE 24, 2021

This also affects the go-to-market processes in particular for the marketing and sales functions. A company’s web presence, which is usually designed by marketing, is becoming an increasingly important component in the sales process. Where marketing and sales converge. The evolution of marketing data.

Sales 116

Sales Marketing Planning Forecasting 116

Future CFO

SEPTEMBER 13, 2022

Asia Pacific emerging market firms' earnings will improve and its growth is set to outperform that of developed market firms, said Moody's recently. . Their average leverage will rise to 5.1x in 2019, compared with DM companies' largely stable leverage of around 4.5x, Chua added. Their average leverage will rise to 5.1x

Marketing 52

Marketing Leverage Economics Retail 52

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

E78 Partners

SEPTEMBER 28, 2023

This is contributing to one of the most competitive finance and accounting talent markets in over a decade. Leveraging Interim Solutions Interim solutions emerge as a strategic response to this talent shortage, particularly during the critical period of budgeting and planning and year-end season.

Auditing 59

Auditing Budgeting Marketing Leverage 59

PYMNTS

JULY 17, 2020

Integrated solutions are only part of what Block-Schachter said he sees as a broader, market-wide drive for a unified and user-friendly transit ecosystem. He pointed to the taxi industry as a use case that shows how both forces can affect a given market’s transit payments.

Leverage 60

Leverage Transportation Planning Marketing 60

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

VCFO

SEPTEMBER 21, 2023

Yet, this perception often differs from the view of the market. As a business owner, understanding the underlying drivers of genuine, market validated value in your enterprise empowers informed decisions. After years spent pouring their life’s work into building a business, an owner invariably forms a perception of its worth.

Valuation 84

Valuation Marketing Benchmarking CFO 84

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

JANUARY 13, 2021

Production, distribution and transportation networks were not designed to accommodate such sudden shifts in demand across formerly predictable markets, Sharma said. The nation was never truly in danger of running out, yet it took time for manufacturers to reconfigure their supply chains for the increased demand.

Leverage 58

Leverage Transportation Manufacturing Communication 58

Nerd's Eye View

SEPTEMBER 6, 2022

What's unique about Andy, though, is how, shortly after launching his practice, he created a Facebook group so that he could share his expertise directly with the types of clients he wanted to serve… which unexpectedly became so successful, that in just two short years, he reached the client capacity goal he set out as he went from $0 in AUM (..)

Leverage 98

Leverage Tax Planning Corporate Finance Planning 98

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

Navigator SAP

NOVEMBER 10, 2023

That’s why the FDA mandates clinical trials for all cell and gene therapy innovations before they can go to market. By leveraging an enterprise resource planning solution (ERP), however, cell and gene therapy companies can greatly simplify the process. They also can be complex to manage properly.

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Leverage Planning Marketing 203

CFO News

OCTOBER 9, 2023

​With a substantial budgetary outlay of more than USD 2 billion, the revised scheme heralds a significant pivot towards bolstering the IT Hardware manufacturing landscape in India, opening the doors for global and domestic supply chains to establish or expand their manufacturing bases in this vibrant market, the association said.

Manufacturing 52

Manufacturing Leverage Planning Marketing 52

PYMNTS

OCTOBER 3, 2020

Customer service should be fit for a king," Burger King exclaimed in a video about the guerilla-marketing campaign. Daniel Schröder, marketing director at Burger King Sweden and Denmark, told Adweek that the new social media push grew out of an effort to fix the chain’s own online communications with guests. Even our old friends.".

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Marketing Communication Leverage Numbers 121

CFO Dive

NOVEMBER 7, 2022

Hidden leverage or declining market liquidity may amplify harm from a financial shock, Fed Vice Chair Lael Brainard said.

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Leverage Marketing 253

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

PYMNTS

OCTOBER 14, 2020

Rootstock Software , which works in providing cloud enterprise resource planning (ERP) solutions for the Salesforce platform, is partnering with digital engineering and technology firm Nagarro to break into the cloud ERP market in the U.S., Leveraging Nagarro’s ERP team, we’ll quickly extend and deepen our market reach.".

Cash Flow Forecasting 92

Cash Flow Forecasting Marketing Risk Analysis Manufacturing 92