Future CFO

NOVEMBER 13, 2023

The marketing planning process, although tedious, can prove to serve long-term financial benefits for the organisation if done properly and excellently. Laura Cross , principal analyst at Forrester , believes that the conversation on marketing planning should be rooted in the organisation's marketing strategy.

Planning 52

Planning Marketing Sales CFO 52

CFO Dive

JULY 16, 2024

companies are trimming salary increases as the labor market loosens, recovering from a pandemic period of high resignations, job hopping and wage gains.

Planning 276

Planning Marketing 276

Navigator SAP

DECEMBER 12, 2023

Manufacturing resource planning is all about resource planning and management. When market demands change, MRP helps businesses stay efficient and evolve with these changes. Learn more about manufacturing erp.

Manufacturing 175

Manufacturing Planning Marketing 175

The Finance Weekly

MAY 5, 2024

The salesperson usually dives into your life - asking about your family size, daily routine, and more to understand how you plan to use the car. That's where sales and revenue planning, along with the game-changing concept of Revenue Operations (RevOps), come in. What is Sales Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

Navigator SAP

OCTOBER 7, 2022

An Enterprise Resource Planning (ERP) system is a useful, all-around tool for mid-market businesses looking to streamline their processes and scale their operations. It integrates different aspects of the business, from finances to human resources to customer service.

Marketing 130

Marketing SAP Finance Planning 130

Nerd's Eye View

NOVEMBER 11, 2024

To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development. Even those who do have an interest in marketing may find it challenging to dedicate the time to do it well.

Marketing 88

Marketing Communication Planning Practice Management 88

CFO Dive

APRIL 19, 2022

Since 2012, CEO Henry Ward has been using his deck to excite interest in his plan to transfer private shares digitally and then own the ecosystem of a new stock market.

Marketing 296

Marketing Planning 296

Navigator SAP

JANUARY 21, 2023

An enterprise resource planning (ERP) enables businesses to more easily make sense of their data and insights and take better control of their operations—all from a single platform. With all that power in one place, you must choose the best mid-market ERP system.

Marketing 130

Marketing Planning 130

Global Finance

AUGUST 6, 2024

Daniel Labovitz, the former NYSE head of regulatory policy, is swapping the traditional stock market blues for a greener pasture. As the CEO of the Green Impact Exchange (GIX), he aims to introduce the first US stock market exclusively focused on the $50 trillion-plus global green economy. And it’s a global initiative, too.

Marketing 119

Marketing Corporate Finance Finance Securities 119

CFO News

NOVEMBER 26, 2023

Indian smartphone brand Lava plans to invest over ₹500 crore in research and development and marketing over the next two years. With a focus on '5G-fying' budget smartphones, the company aims for 100% year-on-year growth.

Planning 52

Planning Marketing Budgeting Investments 52

Global Finance

JULY 25, 2024

BYD, the Chinese manufacturer of batteries and electric vehicles, is rapidly becoming the dominant force in the global EV space, despite the US and Europe railing against its disruptive effect on their domestic markets. It also has plans to build a plant in EU member state Hungary. tariff currently under discussion.

Marketing 111

Marketing Manufacturing Communication Investments 111

Global Finance

JULY 2, 2024

The Qatar Stock Exchange (QSE) carried out its first domestic securities lending and borrowing (SLB) transaction in May as part of its strategy to raise market liquidity. The move marked an important development for the QSE, as it looks to increase market and product sophistication, depth, and securities lending.

Marketing 110

Marketing Strategic Planning Securities Investments 110

CFO News Room

DECEMBER 21, 2022

Monte Carlo simulations have become the dominant method for conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs. One key nuance to the use of Monte Carlo simulations is whether they are being used as part of a one-time plan versus an ongoing planning process.

Planning 130

Planning Marketing Communication Finance 130

Barry Ritholtz

NOVEMBER 27, 2023

This weekend Jeff Sommer discussed a DFA research paper on market timing; both are well worth your time to read. The broad strokes are: Market timing is extremely difficult, very few people (if any) do it consistently well. Low Stakes : The most successful market timers are often those people who do not have actual assets at risk.

Marketing 120

Marketing Math Investments Forecasting 120

Nerd's Eye View

OCTOBER 30, 2024

But the downside to using the "conflict-free" label was put into sharp focus recently, when the SEC announced that it had fined several RIA firms for violating its Marketing Rule.

Advertising 86

Advertising Marketing Numbers Planning 86

CFO Plans

SEPTEMBER 24, 2024

By predicting future financial outcomes based on historical data, market trends, and economic indicators, small businesses can navigate uncertainty, plan for growth, and ensure long-term sustainability. It involves predicting future financial outcomes by analyzing past and present financial data, market trends, and economic conditions.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

Anaplan

NOVEMBER 16, 2022

In this conversation with Anaplan, Deloitte, and Netflix, learn how you can react faster and more strategically to maximize marketing effectiveness. Find out how to engage customers and navigate growing […].

Marketing 52

Marketing Planning 52

CFO Talks

NOVEMBER 6, 2024

Navigating Market Shifts: Practical Finance Strategies for South African Businesses The economy is in constant motion, and financial strategies that worked last year may not hold up today. Watching these signals lets you spot trends early and plan proactive responses. What if a key market sees a dip in demand?

Finance 52

Finance Marketing Auditing Budgeting 52

Nerd's Eye View

AUGUST 21, 2023

But typically, the opportunity to create and implement a marketing strategy is not one of these reasons. In fact, data from the latest Kitces Research study, How Financial Planners Actually Market Their Services, shows that many advisors find marketing to be difficult and not very effective. frequent travelers) niches.

Marketing 92

Marketing Tax Planning Planning Numbers 92

CFO Dive

FEBRUARY 7, 2023

"We call it the mighty middle market," Doug Farren of the NCMM said. With confidence rebounding, these companies aim to grow their workforce in 2023.

Planning 266

Planning Marketing 266

CFO News

NOVEMBER 17, 2024

Volkswagen Group, eyeing India's growth potential, plans to expand its product portfolio with or without a local partner, says Piyush Arora, MD & CEO, Skoda Auto Volkswagen India.

Marketing 40

Marketing Manufacturing Leverage Sales 40

The Finance Weekly

JULY 14, 2024

Are you planning for a Saturday night? How about, planning to buy a house in the next five years? That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well. Given the current volatility in markets and global economies, long-range planning can indeed seem daunting.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

Planful

OCTOBER 4, 2021

Peter Mahoney, Founder and CEO of Plannuh, joined me on the Being Planful podcast to dive into the often fraught relationship between Marketing and Finance. Peter’s background is actually in marketing, where he began his career as a marketing rep […].

Planning 52

Planning Finance Marketing 52

CFO News Room

NOVEMBER 13, 2022

If you’re a chief marketing officer (CMO), the current economic uncertainty undoubtedly creates anxiety for you, your team, and your agencies. The Mobile Marketing Association (MMA) has demonstrated the tight correlation between advertising spend and economic indicators like GDP growth by looking at historical data.

Budgeting 130

Budgeting Marketing Math Advertising 130

CFO News Room

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client. Author: Kyle Moore. Guest Contributor.

Planning 130

Planning Communication Concentration Tax Planning 130

CFO News Room

FEBRUARY 5, 2022

The equity market witnessed some wild swings on the Budget Day, with the Sensex rebounding after losing more-than 2% from the day’s high. Markets have been very volatile in the previous two years, with the Sensex losing 1% and 2.43%, respectively, on the budget day in 2019 and 2020. By Yoosef Kp & Ruchit Purohit.

Budgeting 130

Budgeting Marketing Benchmarking Manufacturing 130

E78 Partners

SEPTEMBER 9, 2024

Under these pressures, one aspect often underestimated is the power of strategic budget planning. For executives in portfolio companies, understanding the nuances of effective budget planning is crucial. A tailored budget plan can empower private equity-backed companies to meet and exceed their financial objectives.

Budgeting 59

Budgeting Planning Financial Modeling Forecasting 59

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

The Finance Weekly

JUNE 17, 2024

Financial planning and analysis (FP&A) is important in automating all of the manual tasks in the finance department and giving everyone greater insights into the data. FP&A not only supports business and financial decision-making but also provides management with insights into the organization’s strategic plans and investments.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 25, 2022

More than 75% of brands have a dedicated budget for influencer marketing, from Coca Cola’s #ThisOnesFor campaign in collaboration with fashion and travel influencers, to Dior’s award-winning 67 Shades campaign in which the brand partnered with diverse influencers to promote its Forever Foundation product line. Influencer Originality.

Marketing 130

Marketing Budgeting Technology Investments 130

VCFO

JANUARY 23, 2024

This blog explores how adopting a proactive approach to business exit planning can significantly reduce personal risk and pave the way for a successful transition. Implement strategic initiatives to improve profitability, streamline operations, and fortify your market position.

Planning 81

Planning Concentration Strategic Planning Securities 81

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

CFO News Room

JANUARY 2, 2023

What This Means for Marketers. Understanding this consumer preference opens new possibilities for marketers. On the most simple level, our research suggests that marketers can heighten consumer preference for their products by telling consumers whenever an unintentional discovery is part of a product’s narrative.

Marketing 130

Marketing Advertising Communication Sales 130

The Charity CFO

SEPTEMBER 17, 2024

Nonprofit organizations rely on their leadership team to help shape and implement the mission, making succession planning a key part of long-term success. If your accountant leaves, you need a plan to keep your financial records accurate. Develop a temporary staffing plan to fill vacancies quickly.

Nonprofit 52

Nonprofit Planning CFO Leadership 52

CFO News

NOVEMBER 17, 2024

It stated that 26% of marketers are planning to spend fewer of their ad dollars on X in 2025 – the biggest recorded pullback from any major global ad platform. A Kantar survey report in September pointed out a declining trend of brand spending on X.

Marketing 40

Marketing Planning 40