CFO Talks

NOVEMBER 25, 2024

Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. For CFOs, these challenges can come from external pressures like market demands or internal dynamics such as stakeholder expectations. Consider implementing anonymous reporting systems.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

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 98

Leverage Education Planning Communication 98

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 Technology 116

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.".

Marketing 121

Marketing Communication Leverage Numbers 121

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

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Tax Planning 96

Tax Planning Practice Management Planning Communication 96

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 69

SAP Data Analysis Leverage Manufacturing 69

Nerd's Eye View

APRIL 15, 2024

Growing an advisory firm is no easy task – and advisors who start firms often have few resources to spare (beyond their own knowledge and time), face huge to-do lists, and are required to wear a number of hats. Read More.

Marketing 96

Marketing Leverage Investments Planning 96

The Finance Weekly

FEBRUARY 23, 2025

For example, if a company aims to expand online sales, FP&A teams analyze marketing costs and expected revenue to determine budget allocations. Adjust forecasts regularly to reflect market conditions. Leverage FP&A software for real-time tracking and forecasting. Track key metrics like revenue, expenses, and cash flow.

Financial Planning and Analysis (FP&A) 52

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

Navigator SAP

JULY 15, 2022

Integrated AI and e-commerce with digital marketing. Modern ERP should leverage artificial intelligence (AI), and provide digital marketing automation to gain insights into the end-to-end customer journey. Instead, you should determine your total cost of ownership (TCO). Typically:

Budgeting 205

Budgeting Leadership Communication Leverage 205

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. A noteworthy example is a financial services provider that leveraged cutting-edge ROI analysis tools to assess the impact of their investments.

CFO 52

CFO Cost Management Leverage Planning 52

CFO Talks

NOVEMBER 21, 2024

The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.

CFO 98

CFO Leadership Communication Problem Solving 98

CFO Thought Leader

DECEMBER 10, 2024

During this period, Splunk navigated a complex transition from on-premise software to cloud-based solutions, forcing the team to reevaluate pricing, infrastructure, and market strategies. But numbers alone dont drive results. Focuses on flexible planning to adapt quickly to market shifts and technology transformations.

CFO 52

CFO Leadership Prioritization Auditing 52

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. The second set of inputs are prices of risk, in both the equity and debt markets, with the former measured by equity risk premiums , and the latter by default spreads.

Hurdle Rate 72

Hurdle Rate Valuation Corporate Finance Currencies 72

The Charity CFO

JANUARY 29, 2025

In the latest episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with Howard Levy, branding and marketing strategy expert from Red Rooster Group , to discuss the importance of brand strategies for nonprofits and how organizations can keep their brands relevant in today’s rapidly changing landscape.

Nonprofit 52

Nonprofit Leadership Communication Data Analysis 52

Future CFO

FEBRUARY 16, 2025

With market volatility, digital disruption, and regulatory uncertainty appearing to be the norm rather than the exception in 2025, finance leaders will be hard-pressed to accelerate transformation initiatives and get them up and running quickly. Moreover, the importance of storytelling in data intelligence cannot be overstated.

Finance 64

Finance Forecasting CFO Compliance 64

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. This is a critical number used in valuing companies. Discussion of several common adjustments follows.

Valuation 84

Valuation Marketing Benchmarking CFO 84

Global Finance

FEBRUARY 4, 2025

We invest in optimizing processes and leveraging advanced technologies like AI to improve efficiency. McAlpine: Finastra is a recognized market leader in trade finance, supporting over 200 banks globally with award-winning solutions. Global Finance: How does Finastra stay ahead of the curve in trade finance innovation?

Finance 59

Finance Prioritization Leverage Treasury 59

CFO Thought Leader

JANUARY 6, 2025

Turning back the clock, Seymour tells us her initial focus was runway optimizationa disciplined approach to spending and resource allocation that helped the business thrive in uncertain market conditions. Looking back, Seymour tells us she has consistently applied a storytelling through numbers philosophy.

CFO 52

CFO Leadership Compliance Concentration 52

The Finance Weekly

NOVEMBER 25, 2024

Here’s why: AI Skills Enhance Market Value - Ninety-one percent of respondents believe AI expertise boosts their value as CFOs. Smaller organizations are particularly keen on leveraging AI to overcome challenges. The Numbers Speak Volumes And the trend is only growing.

Finance 52

Finance Financial Planning and Analysis (FP&A) CFO Leverage 52

CFO Plans

FEBRUARY 9, 2025

Learn How to Maintain Financial Resilience even when guest numbers dwindle. Innovative Strategies for Seasonal Businesses Embracing strategies that enhance financial resilience in seasonal markets can be a game-changer. Preparing for the Off-Peak Season Preparation is the secret sauce in seasonal revenue management.

Budgeting 52

Budgeting CFO Planning Strategic Planning 52

CFO News Room

FEBRUARY 6, 2022

Within infrastructure, one of the key focus areas is leveraging multimodal transport infrastructure to reduce logistics costs, thereby improving India’s overall competitiveness. However, a number of policy reforms are essential for creating a sustainable private investment eco-system, many of which are outside the purview of the budget.

Budgeting 130

Budgeting Leverage Transportation Investments 130

CFO Talks

NOVEMBER 19, 2024

Analytical Thinking: Turning Data into Actionable Insights Numbers may tell a story, but without analysis, they’re just noise. It’s not just about seeing the numbers—it’s about understanding their story. Implement advanced analytics tools to visualise data and uncover hidden opportunities.

Problem Solving 52

Problem Solving Leadership CFO Compliance 52

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. For instance, if your goal is to increase revenue, identify specific, attainable targets like expanding into a new market segment or increasing customer retention by 10%.

Communication 98

Communication CFO Numbers Leverage 98

The Finance Weekly

DECEMBER 15, 2024

Creating a marketing plan can often feel overwhelming. Whether youre a CMO or a marketing operations manager, the challenge of making the most of your budget while hitting your targets is no small feat. What is a Marketing Plan? Step 1: Conduct a Marketing Audit Why Start with an Audit? Heres a step-by-step breakdown.

Planning 52

Planning Marketing Auditing Budgeting 52

E78 Partners

MAY 8, 2024

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

Leverage 52

Leverage Compliance Auditing Invoicing 52

Nerd's Eye View

FEBRUARY 16, 2024

Which suggests that while advisors might be hesitant to publish their fees on their website before being able to meet face-to-face with prospects, doing so (and linking the fees to the value proposition they offer their ideal clients) could help certain consumers overcome their reluctance and start the process to becoming clients! Read More.

Leverage 98

Leverage Compliance Numbers Securities 98

Future CFO

JANUARY 26, 2025

Jessica Low In 2003, we continued our transformation leveraging advanced and predictive analytics, and business towards process excellence and efficiency, Low said, sharing their journey towards a holistic transformation focused on technology, people, process, and organisational change. It's quite a challenge, though.

SAP 52

SAP Finance Leadership Leverage 52

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

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

CFO Talks

JANUARY 30, 2025

Below are the key takeaways from this insightful discussion: The Foundation of a Strategic Vision Roger shared that a successful strategic vision starts with identifying the “magic numbers” for a business. At CFO Centre, we talk about “magic numbers.” Then we ask, how do we get there?

Communication 52

Communication CFO Valuation Construction 52

E78 Partners

SEPTEMBER 28, 2023

A large number of professionals are leaving their current roles for work life balance and increased compensation despite tenure and growth potential in their current roles. This is contributing to one of the most competitive finance and accounting talent markets in over a decade.

Auditing 59

Auditing Budgeting Marketing Leverage 59

Nerd's Eye View

MAY 3, 2024

At the same time, the study found that potential breakaway brokers view the operational and compliance requirements of transitioning to and doing business as an RIA as a major concern, which could lead some of them to either leverage the growing number of service providers available to RIAs, or perhaps join an existing corporate RIA platform to take (..)

Healthcare 98

Healthcare Construction Practice Management Leverage 98

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Concentration 98

Concentration Treasury Budgeting Leverage 98

Nerd's Eye View

JANUARY 29, 2024

For financial advisors, the promise of technology has always been to help advisors better leverage their time to grow their business. One possible way to do this is to use the time savings of technology to serve a higher number of clients. Read More.

Leverage 98

Leverage Planning Technology Numbers 98

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. As you move from down the income statement , the percentage of firms that report negative earnings decreases.

Hurdle Rate 72

Hurdle Rate Accounting Investments Economics 72

Barry Ritholtz

FEBRUARY 5, 2025

Ted Seides : The original premise of hedge funds was to deliver an equity-like return in marketable securities with less risk than the equity markets. Anyone who puts up like really big numbers wildly outperforming the market sort of gets feted by the media, and then they sort of fade back into what they were doing.

Investments 59

Investments Concentration Marketing Leverage 59