Archive for finance SmartBlogs

CFOs increasingly help organizations make business decisions outside the finance arena, stepping beyond their traditional role to partner with other executives on strategy and long-term planning.

For many CFOs, the transformation from scorekeeper to strategic partner requires more than a paradigm shift — it requires a major step forward in data-analysis capabilities and cloud-technology adoption. Predictive analytics and flexible modeling with new cloud technologies, combined with the pervasiveness of Big Data, are interesting new challenges for CFOs who have been in the weeds dealing with regulatory compliance since Sarbanes-Oxley arose in the early 2000s.[…] Continue Reading »

Kelley Mavros is a partner in Strategy&’s Digital Business & Technology practice with expertise in the financial services industry. Her work includes lean operating model, cost transformations, IT effectiveness and post-merger integration programs. The successes of today’s financial services firms require taking on a more strategic approach to costs. In this post, sponsored by Strategy&, Kelley Mavros talks about how companies can adopt a Fit for Growth approach to cut costs and grow stronger.[…] Continue Reading »

In 2011, the oldest baby boomers reached the traditional retirement age of 65, and through 2029, about 8,000 boomers will reach that milestone every day. This aging of America will result in a significant shift in mature industries such as financial services because the average financial planner is currently 57.

As they reach their “golden years,” many of these professionals, who have worked hard to build successful practices, will choose to leave them — ideally in the capable hands of colleagues who’ve been trained to step into their shoes.[…] Continue Reading »

A roundup of all the best financial news and analysis coming out of the World Economic Forum, which kicks off tomorrow in Davos, Switzerland.

Who actually goes to Davos?: Before getting to which bankers are saying what at Davos, it might help to figure out who is actually tucked away up there in the Alps this year.[…] Continue Reading »

In my last post, I discussed some of the ways that companies contemplating an initial public offering or a possible acquisition by a larger firm (so-called “pre-IPO/pre-acquisition companies”) can use strong corporate governance practices, particularly readiness to comply with the Sarbanes-Oxley Act of 2002, as a means of demonstrating additional value to potential investors or acquisition suitors.[…] Continue Reading »