The Making of a Megadeal: Howard Ungerleider on the Merger of Dow and DuPont

McKinsey & Company

Strategy & Corporate Finance Insights Strategy Corporate Finance Mergers & acquisitions Post merger managementThe CFO of Dow shares his experience of leading one of the most complex mergers and spinouts in history.

Reconceiving the global trade finance ecosystem

McKinsey & Company

Trade finance does not work as well as it could, particularly for the millions of smaller businesses that help fuel the global economy. Insights on Financial Services Financial Services Supply chain management Digital strategy and organization Digital Strategy

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Behavioral Economics and Behavioral Finance Manifesto

Steve Shu Consulting

In this post, I want to share my thoughts on design values related to behavioral economics and behavioral finance (which going-forward in this post I’ll simply refer to as behavioral science for brevity). With that as backdrop, here’s my Behavioral Economics and Behavioral Finance Manifesto (much like I did with my Management Consulting Manifesto back in 2011 ). Behavioral Economics General Management Innovation Behavioral Finance Behavioral Science Nudge

Podcast Interview on 401(k) Plans and Behavioral Finance Trends

Steve Shu Consulting

retirement income, wealth management). Save(d) by Design Loss Aversion Calculator (personalized finance tool) Personalized Pension statement Personalized video technology with live action Thanks to Rick Unser for having me recently on his 401(k) Fridays podcast. This interview is geared toward defined contribution plan sponsors and those closely related with this segment of the market (e.g., advisors, consultants, recordkeepers, investment only).

Agile business portfolio management

McKinsey & Company

Strategy & Corporate Finance Insights Mergers & acquisitionsCompanies that regularly refresh their portfolios tend to outperform, but deciding when and how to divest a business may be the most challenging part of M&A.

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Disrupting Finance

Harvard Business

Citigroup leading analyst Ronit Ghose, Lemonade Insurance founder and CEO Daniel Schreiber, and OakNorth Bank founder and CEO Rishi Khosla discuss the new possibilities that AI offers the finance industry. Those who manage to use this emerging technology to reduce friction for customers will win. Disruptive innovation Technology Managing organizations Audio

To Maximize Growth, Get Sales and Finance in Sync

Harvard Business

Sales Managing organizations Finance & Accounting Digital ArticleFour strategies to reduce friction between these sometimes reluctant partners.

In conversation: Managing in extreme uncertainty

McKinsey & Company

Strategy & Corporate Finance Insights Strategy Corporate strategy Strategic risk managementThe pandemic tested organizations’ ability to find the right balance between overreacting and underreacting.

Disrupting Finance

Harvard Business

Citigroup leading analyst Ronit Ghose, Lemonade Insurance founder and CEO Daniel Schreiber, and OakNorth Bank founder and CEO Rishi Khosla discuss the new possibilities that AI offers the finance industry. Those who manage to use this emerging technology to reduce friction for customers will win.

A Primer on Restructuring Your Company’s Finances

Harvard Business

Financial management Reorganization Finance & Accounting Business law Digital ArticleUnderstand your options, both in and out of court.

New technology, new rules: Reimagining the modern finance workforce

McKinsey

Innovations in technology and management practice are creating new opportunities for the finance function to add value to the business. Here’s how finance teams will need to evolve to make the most of them. Insights on Operations

Bots, algorithms, and the future of the finance function

McKinsey

Automation and artificial intelligence are poised to reshape the finance function. Knowing what to automate and managing the disruption can lead to a new era of productivity and performance. Our Insights

Managing Overwhelm

Jacq Hackett Consulting

You realise it’s the end of the quarter and you still haven’t figured out a system for sorting out your finances. Here are my five tips for managing these and similar problems in your business so you can avoid getting overwhelmed: Tip one: Don’t be afraid to go back and renegotiate terms when timeframes shift because of an issue that’s beyond your control. So don’t be overwhelmed by managing the business finances; instead get a bookkeeper and avoid that end of quarter panic.

Planning for uncertainty: Performance management under COVID-19

McKinsey

Companies need a new approach to financial planning and performance management—one that informs rapid realignment of plans and actions and ensures organizational resilience. Strategy & Corporate Finance Insights

Managing Overwhelm

Jacq Hackett Consulting

You realise it’s the end of the quarter and you still haven’t figured out a system for sorting out your finances. Here are my five tips for managing these and similar problems in your business so you can avoid getting overwhelmed: Tip one: Don’t be afraid to go back and renegotiate terms when timeframes shift because of an issue that’s beyond your control. So don’t be overwhelmed by managing the business finances; instead get a bookkeeper and avoid that end of quarter panic.

The CEO agenda in 2022: Harnessing the potential of growth jolts

McKinsey & Company

Strategy & Corporate Finance Insights Leadership Managing in Uncertainty StrategyDespite uncertainties, the US economy is robust. The year ahead could jolt further growth.

China Faces "Minsky Moment" on Ponzi Financing

MishTalk

Inquiring minds are tuning into a report on the Ponzi finance setup in China. Our analysis indicates that China’s economy has arrived at that unstable state where speculative and Ponzi finance appear to dominate. Mike "Mish" Shedlock [link] Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

Navigating risks in project finance

McKinsey

When it comes to infrastructure and capital projects, managing risks and incentives correctly can be a major enabler for opening up new funding streams and creating bankable project pipelines. McKinsey senior partner Roberto Fantoni sat down with leaders from Macquarie, Arup, HSBC Singapore, and MTR Corporation at GII 2017 to discuss the challenges at stake and the opportunities to overcome them. Our Insights

Managing growth and value creation in SaaS: An interview with a software leader

McKinsey & Company

Our Insights Software High Tech & Internet Europe Asia-Pacific North America Corporate Finance Growth Marketing & Sales

The 21st-century corporation: A conversation with Brian Chesky of Airbnb

McKinsey & Company

Strategy & Corporate Finance Insights Corporate strategy Managing in Uncertainty Corporate FinanceAirbnb’s CEO discusses how a company that flirted with demise during the pandemic turned its business around.

Putting stakeholder capitalism into practice

McKinsey & Company

Strategy & Corporate Finance Insights Stakeholder management StrategyWhat does it mean to embrace stakeholder capitalism? Two experts explain the rationale and the steps.

My Past Life as Director of Finance in a Management Consulting Firm

Management and IT Consulting

Finance is critical for supporting all areas of a management consulting firm from budgeting to cash management to financial reporting. The work finance does empowers the firm to succeed and make sound decisions based on relevant data

How new CEOs can manage for the future

McKinsey

Strategy & Corporate Finance InsightsThe subtle art of delivering short-term wins while setting the stage for long-term success.

The Committed Innovator: A conversation with Amy Brooks of the NBA

McKinsey & Company

Strategy & Corporate Finance Insights Innovation Managing in Uncertainty Strategy Corporate FinanceThe National Basketball Association’s chief innovation officer explains how the league seized opportunities presented by the past year’s disruption to test new ideas.

Managing the Liquidity Crisis

Harvard Business

Economics & Society Finance & Accounting Financial management Digital ArticleCompanies are scrambling for cash in the face of the pandemic.

Improving the management of complex business partnerships

McKinsey

Strategy & Corporate Finance InsightsAdhering to four key principles can help companies increase the odds that their collaborations will create more value over their life cycles.

Preparing for and managing through a downturn

McKinsey

Strategy & Corporate Finance InsightsAs talk of an impending economic downturn takes hold in the business world, executives can take thoughtful steps to help their companies better weather the storm.

How Blockchain Is Changing Finance

Harvard Business

They represent content and digital rights management platforms (such as SingularDTV ), distributed venture funds (such as the the DAO , for decentralized autonomous organization), and even new platforms to make investing in ICOs and managing digital assets easy (such as ICONOMI ). The unstoppable force of blockchain technology is barreling down on the infrastructure of modern finance. Our global financial system moves trillions of dollars a day and serves billions of people.

How leading CEOs manage their middle tenures

McKinsey

Strategy & Corporate Finance InsightsFive principles are useful in guiding CEOs in their third, fourth, and fifth years on the job.

Boards, talent, and culture

McKinsey & Company

Boards need to ensure that management walks the talk on culture and values. Strategy & Corporate Finance Insights Regulatory strategy Strategy Stakeholder management Strategic planning

Why Do Management Consulting Firms Hire MBAs?

Steve Shu Consulting

Prior to my current role, I spent many years in the traditional management consulting space. As I see it, the traditional segment of the management consulting industry values MBAs primarily because it facilitates a plug-and-play kind of model where people are interchangeable and can start working on a broad swathe of business problems. Management consulting projects can span diverse areas from operational to finance to marketing to strategy to IT management, etc.

Emphasizing the S in ESG

McKinsey & Company

Strategy & Corporate Finance Insights Strategy Regulatory strategy Stakeholder managementHow PayPal has made societal impact and purpose the guiding lights of its strategy.

Banking imperatives for managing climate risk

McKinsey

More than regulatory pressure is driving banks to manage climate risk. Financing a green agenda is also a commercial imperative—but specialized skills are needed to protect balance sheets.

How VCs Can Help Startups Set (and Meet) ESG Goals

Harvard Business

Entrepreneurship Entrepreneurial financing Investment management Digital ArticleInvestors have a big role to play in fostering the next generation of sustainable companies.

Active portfolio management: Interview with Andy West

McKinsey

Strategy & Corporate Finance InsightsSenior partner Andy West discusses the latest trends in M&A in light of several recent high-profile divestitures.

Boards and decision making

McKinsey & Company

Strategy & Corporate Finance Insights Stakeholder management Leadership Strategic planningWhat the pandemic has taught board directors about high-consequence, low-probability decisions.

Enter the Carpetbaggers: Ukraine's New Finance Minister a US Citizen, New Economy Minister from Lithuania

MishTalk

Ukraine''s just-named "Finance Minister" is a US citizen, and Ukraine''s new "Economy Minister" is from Lithuania. citizen and chief executive of private equity group Horizon Capital, will take over as "Finance Minister". Ukraine has a new finance minister, Natalie Jaresko. The post of "Economy Minister" was just given to an asset management firm partner from Lithuania, and the "Health Minister" is from Georgia.

What Will It Take to Make Finance More Gender-Balanced?

Harvard Business

It is no wonder we came to fear our gender would keep us from achieving the same level of success as our male peers in finance. Because one of us (Malin) grew up in Sweden, considered to be one of the most gender-equal countries , with f amily-friendly policies that emphasize both parents’ responsibility of raising a family, we wondered whether gender equality in the finance industry in Sweden had progressed further than it had in the U.S. shutterjack/Getty Images.

Greek Finance Minister Proposes Greece for Puerto Rico Trade: Should US Accept the Offer?

MishTalk

Greek finance minister Wolfgang Schäuble has a sense of humor. Who knew Wolfgang Schäuble, Germany’s prickly finance minister, had a sense of humor? Mike "Mish" Shedlock [link] Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

Greece Empties IMF Reserve Account to Pay IMF; Liquidity "Terribly Urgent" Says Finance Minister

MishTalk

Greece emptied an IMF holding account to repay 750 million euros ($840 million) due to the fund, a Greek central bank official said, avoiding default but underscoring the dire state of the country's finances. Made a day early, the IMF payment calmed immediate fears of a Greek default, but Finance Minister Yanis Varoufakis said on Monday the liquidity situation was "terribly urgent" and a deal to release further funds was needed in the next couple of weeks.