CFO Thought Leader

SEPTEMBER 29, 2023

OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space. His clients have been profiled in Harvard Business Review, Fortune, and Forbes. There are over 20 business school cases covering the success of his clients. Share a comment or two with our resident thought leader.

Finance 52

Finance Performance Measuring CFO Leadership 52

PYMNTS

SEPTEMBER 14, 2020

If TracFone meets performance measures, it could get an additional $650 million in cash. Under the terms of the deal that is subject to approval from telecom and antitrust regulators, Verizon said the TracFone purchase will include about $3.1 billion in Verizon shares and $3.1 billion in cash.

Performance Measuring 56

Performance Measuring Communication Marketing 56

CFO Thought Leader

JUNE 30, 2023

Brett Knowles is a long-time thought leader in the performance measurement space. Planning Ace Jeff Noto details his focus on finding actionable metrics that drive efficiency and better decision-making, as well as prioritizing profitable growth and identifying valuable data for operational improvement.

Planning 52

Planning Performance Measuring CFO Prioritization 52

Future CFO

NOVEMBER 27, 2023

Explaining clearing the impact of transition to IFRS 17, including details of underlying methodology to measure insurance contracts at the measurement date and disclosure of reconciliations of the contractual service margin and revenue by transition method.

IFRS 52

IFRS Accounting Standards Performance Measuring Reconciliations 52

CFO Thought Leader

SEPTEMBER 4, 2023

Featured Planning Aces This Episode Achieving Your Total Addressable Market (TAM) | Rob Goldenberg, CFO, 6sense Top of Mind Metrics | Joel Campbell, CFO, TreviPay Exposing the Path to Profitability | Matt Gustke, CFO, WooCommerce OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space.

Performance Measuring 52

Performance Measuring CFO Leadership Planning 52

PYMNTS

FEBRUARY 22, 2019

“Providing third party-verified performance measurement that is applied consistently throughout the industry delivers improved insight and transparency for those seeking to learn more about consumer credit – the asset class that LendingClub has helped deliver to the masses.”

Performance Measuring 49

Performance Measuring Communication Investments Technology 49

CFO Thought Leader

OCTOBER 29, 2023

OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space. His clients have been profiled in Harvard Business Review, Fortune, and Forbes. There are over 20 business school cases covering the success of his clients. Share a comment or two with our resident thought leader.

Planning 52

Planning CFO Performance Measuring Leadership 52

CFO Thought Leader

APRIL 21, 2023

This episode features the FP&A insights and commentary of CFO Chris Halpin of IAC, CFO Ben Chrnelich of Symphony, and CFO Betsy Ward of MassMutual Machine Generated Transcript (unedited) Your Hosts | Brett Knowles & Jack Sweeney About Brett Knowles Brett is a long-time thought leader in the performance measurement space.

Planning 52

Planning Performance Measuring CFO Leadership 52

Spreadym

MAY 10, 2023

It involves evaluating the impact of various "what-if" situations on financial flows projections, business performance measures, or outcomes. What-if analysis is a technique used in financial planning and decision-making business software to assess the potential outcomes of different scenarios or changes in variables.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Performance Measuring Risk Management 52

Future CFO

FEBRUARY 16, 2022

83% of respondents said they would like mandatory reporting of ESG performance measures against global standards. That figure jumps to 68% of board chairs and non-executive board directors.

Performance Measuring 52

Performance Measuring Risk Management Leadership Economics 52

Corporate Finance Associates

NOVEMBER 8, 2021

Better performance measurement capabilities would aid in achieving these objectives. The COVID-19 pandemic emphasized on the need to digitize business models. Organizations in the business services industry should focus on improving the agility along with cost-efficiency.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Performance Measuring Corporate Finance Finance 40

PYMNTS

MAY 28, 2020

Customer empathy and communication are key parts of the hiring and onboarding evaluation process; customer experience wins are celebrated, and key CX metrics are used to individual performance measurements and are tied to compensation.

Retail 57

Retail Performance Measuring Communication eCommerce 57

Future CFO

AUGUST 7, 2024

Ho believes CFOs are uniquely placed to partner HRDs to plan these structures or even lead the transformation given their intimate knowledge of strategic direction and available finances, critical roles and performance measures.

Data Analysis 86

Data Analysis CFO Budgeting Performance Measuring 86

Future CFO

DECEMBER 14, 2020

Close to a third plans to raise the prominence of environmental (29%), social/employee (29%) and governance (31%) measures in their incentive plans in the coming year. Among the greatest challenges cited by respondents are target setting (46%), performance measure identification (37%) and performance measure definition (34%).

Performance Measuring 40

Performance Measuring Planning Economics Investments 40

CFO Thought Leader

JUNE 1, 2023

Related Episode Content The Path to Unlocking Gross Margin Points | Dayton Kellenberger, CFO, Vendavo About Brett Knowles Brett is a long-time thought leader in the performance measurement space. His clients have been profiled in Harvard Business Review, Fortune, and Forbes. Share a comment or two with our resident thought leader.

Performance Measuring 52

Performance Measuring CFO Planning Leadership 52

Spreadym

SEPTEMBER 19, 2023

Performance Measurement Budget: Budgets are primarily used to measure actual performance against planned performance. Forecast: Forecasts are not used for performance measurement in the same way as budgets.

Forecasting 59

Forecasting Budgeting Cash Flow Forecasting Benchmarking 59

CFA Institute

MAY 24, 2022

"You don't have to be right to make money [valuing companies]," Aswath Damodaran says. You just have to be less wrong than everybody else.”.

Performance Measuring 144

Performance Measuring Risk Management Valuation Economics 144

CFA Institute

JANUARY 28, 2022

The inherent conflict between the "E," the "S," and the "G" in ESG investing can no longer be ignored.

Investments 137

Investments Performance Measuring Economics 137

CFA Institute

JUNE 3, 2022

To test the Sharpe Ratio’s effectiveness, we constructed monthly return distributions for global stock market indices to see if any had too much skewness.

Construction 136

Construction Marketing Performance Measuring Risk Management 136

CFA Institute

FEBRUARY 25, 2022

How can we mitigate sequence of returns risk (SoRR)?

Performance Measuring 136

Performance Measuring Risk Management Communication Leadership 136

CFA Institute

APRIL 7, 2022

Cliff Asness, Rob Arnott, Roger G. Ibbotson, and other luminaries explore the nature of bubbles and the momentum factor.

Performance Measuring 135

Performance Measuring Risk Management Economics Investments 135

CFA Institute

MAY 24, 2022

The capital asset pricing model (CAPM) is a marvel of economic scholarship. The problem is that it doesn’t always work in practice. So, we fixed it.

Marketing 133

Marketing Economics Performance Measuring Risk Management 133

CFA Institute

APRIL 24, 2022

The correlation between volume and price of crypto coins and tokens is negligible no matter how it's measured.

Performance Measuring 133

Performance Measuring Economics Investments 133

Future CFO

JULY 3, 2024

These standards bring together the financial performance measures that capital markets have traditionally relied on and the sustainability-related financial information that complements them. They will act as a global baseline for providing, a more holistic picture of corporate performance.

Finance 59

Finance IFRS Quantitative Data Communication 59

CFA Institute

JUNE 17, 2022

Equities can compound in value in a way that investments in bonds, real estate, and other asset classes cannot.

Investments 131

Investments Performance Measuring Economics 131

CFA Institute

FEBRUARY 10, 2022

The end of the loose money era may offer an opportunity for tactical asset allocation.

Performance Measuring 131

Performance Measuring Economics Investments 131

PYMNTS

FEBRUARY 5, 2020

might take an Excel file out of a performance measurement system and upload the file to its bank. Typically, McGuire stated, a firm operating only in the U.S. However, the firm that expands to 12 countries might use its bank to send payments across international wires. That starts to get expensive quickly,” he said.

Invoicing 61

Invoicing Accounts Payable Foreign Exchange Currencies 61

CFA Institute

JANUARY 19, 2022

The DCF model is not only relevant to today’s market, it remains an absolute necessity.

Marketing 128

Marketing Performance Measuring Economics Investments 128

CFA Institute

JANUARY 10, 2022

How well has Fama and French's five-factor model explained returns?

Performance Measuring 128

Performance Measuring Economics Investments 128

CFA Institute

JULY 11, 2022

When it comes to hedging equity risk, bitcoin and cryptocurrencies are less "digital gold" and more fool's gold.

Performance Measuring 127

Performance Measuring Risk Management Economics Investments 127

CFO Talks

MARCH 14, 2024

Link Performance Measures to Strategy: Aligning performance metrics with the company’s strategic goals is vital. The CFO should review and adjust the existing measurement systems to ensure they are driving the desired behaviors and outcomes.

CFO 40

CFO Performance Measuring Restructuring Benchmarking 40

CFA Institute

FEBRUARY 7, 2022

How have moving averages performed as an investment strategy over the decades?

Investments 124

Investments Performance Measuring Economics 124

CFA Institute

APRIL 29, 2022

"If we thought of the equity premium as a fear premium," Rob Arnott says, "a lot of the so-called anomalies that we’ve talked about would not be anomalies at all.".

Marketing 122

Marketing Performance Measuring Risk Management Economics 122

CFA Institute

AUGUST 14, 2022

Outperformance and alpha are not exactly the same thing. So, how do we explain the difference?

Performance Measuring 122

Performance Measuring Economics Investments 122

CFA Institute

JUNE 2, 2022

What's more critical to investing success: luck or skill?

Investments 119

Investments Performance Measuring Economics 119

PYMNTS

MAY 7, 2020

The second major performance measurement area is engagement, which measures how many users are accessing and using apps developed via a given API. API developers can look at several metrics when measuring engagement, but one of the most reliable and valuable is the number of active API keys accessing it on a weekly basis.

Banking 60

Banking Performance Measuring B2B Numbers 60

CFA Institute

DECEMBER 15, 2022

One AI equity trading model hints at the technology's potential to transform investment management.

Investments 117

Investments Technology Performance Measuring Economics 117