The Finance Weekly

JANUARY 22, 2024

Communicate with clients, investors, company leaders, and stakeholders. Qualifications of a CFO To become a CFO, you need to meet specific qualifications, such as: Education For this executive role, candidates are usually expected to have at least a bachelor's degree in accounting, finance, or a related field.

CFO 52

CFO Education Communication Leadership 52

The Charity CFO

APRIL 2, 2024

Strong Communication and Accessibility Your nonprofit accountant can only provide expert advice and accurate reporting if you can easily get in touch with them. Generally, a firm that is easy to communicate with before you’re even working together will remain so after you partner together.

Nonprofit 52

Nonprofit Accounting Accounting Firms CFO 52

Future CFO

MARCH 15, 2022

Employers should continue to demonstrate their commitment to diversity and inclusion not just by enacting policies, but ensuring they are communicated and adhered to, Wei added. Educate your workforce. You can’t eradicate bias without knowing where it exists, and that means opening up ways of communicating and listening.”.

Education 98

Education Communication 98

PYMNTS

JULY 10, 2020

Blending powerful back-end security systems with clear customer communication can help banks and credit unions fend off fraudsters and provide smoother experiences to legitimate users. ATOs can be unsettling and damaging, and FIs’ approaches are evolving as they work to keep customers safe from new fraud tactics.

Education 53

Education Securities Leverage Banking 53

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 76

Leverage Education Planning Communication 76

Strategic Treasurer

MARCH 27, 2023

Episode 246 Becoming a Treasurer Series, Part 24: Languages of Finance: Controllers In the Language of Finance sub-series of the Becoming a Treasurer series, we will look into different terms that should be understood in order to communicate effectively with the rest of your treasury team and with others. We offer 0.5 – 1.2

Finance 52

Finance Treasury Communication Education 52

Future CFO

MAY 5, 2024

Finance professionals must invest in education and training to critically evaluate AI outputs, communicate clearly with key stakeholders, and make informed decisions. ACCA urges finance professionals to ensure that AI governance and AI risk management is in place, beginning with investing in AI literacy and skills development.

Risk Management 52

Risk Management Leadership Auditing Finance 52

Future CFO

DECEMBER 6, 2023

The best CFOs comprehend the necessity of taking calculated risks and communicate that avoiding risks altogether is a losing proposition. Teach and Translate: Effective communication is at the heart of the CFO’s role. This may involve making bold bets that could reshape core business functions.

CFO 52

CFO Communication Construction Education 52

Strategic Treasurer

APRIL 10, 2023

Explore All Episodes Related Resources Earn your CTP credits on-demand Check out our on-demand options for earning your continuing education credits for CTP. Topics discussed include preparation, what needs to be measured, effective communication, development of a team, and acquirement of resources needed. We offer 0.5 – 1.2

Accounting 52

Accounting Finance Treasury Communication 52

Strategic Treasurer

APRIL 3, 2023

Explore All Episodes Related Resources Earn your CTP credits on-demand Check out our on-demand options for earning your continuing education credits for CTP. Topics discussed include preparation, what needs to be measured, effective communication, development of a team, and acquirement of resources needed. We offer 0.5 – 1.2

Accounts Payable 52

Accounts Payable Accounting Finance Treasury 52

Future CFO

MARCH 13, 2022

Asia has traditionally been a male-dominated society, with traditional beliefs about household roles, as well as access to education and being part of the labour force. Also, women are getting more educated, which improves the equality balance. How do you identify that it exists (is tolerated)? How do you break the bias?

Education 98

Education Communication CFO Technology 98

Nerd's Eye View

NOVEMBER 14, 2023

We also talk about why Eric chose to niche focus his practice because he saw firsthand from his family members who work in health care that those in the industry were being underserved and he felt that he could provide a meaningful difference in their financial lives, how Eric grew his practice by developing relationships with business consultants (..)

Planning 74

Planning Communication Education Leverage 74

Future CFO

DECEMBER 21, 2023

The ingredients that can help build an effective risk culture within an organisation include: Demonstrating a positive attitude towards the management of risk Considering risk in every business decision that is made, before the decision is made A good risk ‘nervous system’: strong and open communication channels where bad news travels faster than good (..)

Risk Management 52

Risk Management Education Communication Finance 52

CFO Talks

OCTOBER 25, 2023

With 9 competencies, this role focuses on leadership, communication, corporate governance, and change management. For each competency, the framework provides a description, methods to develop the competency (through education, experience, or mentorship), and additional details about the competency.

CFO 52

CFO Leadership Risk Management Strategic Planning 52

CFO Simplified

MARCH 11, 2024

While not always necessary, having a simple salary structure and pay ranges provides a clear framework and market reference for decision making and communication. Both should be just detailed enough to guide and promote career mobility and pay transparency but as simple as possible to administer and communicate. Incentive Plans.

Communication 52

Communication Prioritization Leverage Healthcare 52

Nerd's Eye View

AUGUST 11, 2022

Furthermore, by communicating proactively, advisors can maintain the confidence their clients have in them and deflect any misleading messaging from other institutions that may guarantee products that promise any level of unrealistic certainty. Read More.

Communication 58

Communication Education Planning Investments 58

PYMNTS

JANUARY 6, 2021

Increased Communication, Better Results. A primary focus of our company is to try to educate [providers] on how to shift that model so they can control it better,” LoPresti said. “A A primary focus of our company is to try to educate [providers] on how to shift that model so they can control it better,” LoPresti said.

Healthcare 105

Healthcare Communication Education 105

CFO News Room

NOVEMBER 27, 2022

Only 20% of organizations believe they successfully communicate their strategy to a broad set of external stakeholders. Cleveland Clinic is a nonprofit medical center that integrates clinical and hospital care with research and education. In contrast many corporations struggle in these areas. While Tomorrow.io

Nonprofit 130

Nonprofit Leverage Education Communication 130

The Charity CFO

MAY 20, 2022

Emily is a marketing consultant and owner of Evergreen Strategic Communications. After years of working in the nonprofit and higher education industries, she launched Evergreen to help nonprofits and small businesses who may not have the time, resources, or skillset to grow their engagement through marketing.

Nonprofit 98

Nonprofit Marketing CFO Education 98

CFO News Room

JANUARY 13, 2023

Communication is a key function for think tanks, which are typically focused on disseminating findings on complex issues to diverse audiences. Similar to other archetypes, Field Builders rely on a robust communications function. Designers leverage internal expertise to design programs and approaches.

Prioritization 130

Prioritization Communication Leverage Leadership 130

CFO News Room

DECEMBER 5, 2022

There are plenty of ways to educate yourself and upskill without going back for a traditional undergraduate or graduate degree. There are plenty of ways to educate yourself and upskill without going back for a traditional undergraduate or graduate degree. The author presents five ways to upskill without going back to school.

Leadership 100

Leadership Education Problem Solving Nonprofit 100

PYMNTS

AUGUST 9, 2020

and Google’s existing and new relationships through improved communication methods,” the release says. Some smaller businesses might not have the resources or education to pull off seamless invoicing, according to Sandra Rowley, head of marketing for U.K. Last October, U.S. accounts receivable and POS solution provider takepayments.

SAP 144

SAP Invoicing Education Risk Management 144

Future CFO

FEBRUARY 21, 2024

Communication, problem-solving, adaptability, and initiative are identified as the core competencies employers in APAC eagerly seek. The ACCA's report also emphasises the importance of continuous learning and development, encouraging professionals in APAC to engage in lifelong education to remain competitive.

Problem Solving 52

Problem Solving Education Finance Communication 52

The Charity CFO

APRIL 23, 2024

Only Make Believe (OMB) is a 501c3 organization that creates interactive theater environments for children in hospital, special education, and care facility settings. When it comes to the mission of OMB, they meet children where they are by bringing performances to the care sites or educational systems they are present in.

Nonprofit 52

Nonprofit Leadership Problem Solving Education 52

CFO News Room

JANUARY 18, 2023

Organizations will do this by removing formal education and experience requirements from job postings and instead reaching out directly to internal or external candidates from nontraditional backgrounds who may not have access to certain professional opportunities, or even be aware of them.

Prioritization 130

Prioritization Auditing Education Communication 130

Nerd's Eye View

FEBRUARY 9, 2023

A simple way for advisors to educate prospects about asset minimums is to include the information on their firm’s website. This would help prospects searching for an advisor online to self-select themselves out from firms whose asset minimums may not apply to them.

Communication 76

Communication Education Planning 76

CFO News Room

DECEMBER 16, 2022

They also often guide major life events, like saving for retirement or a college education. Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role. Communication Skills. Senior Accountants.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

VCFO

OCTOBER 4, 2023

From 2018 to 2021, she was HR director for Charter Communications, a Fortune 100 organization. She has extensive experience in a wide variety of industries, including banking, education management, e-learning, financial services, high tech, higher education, hospital & healthcare, medical devices, nonprofits, and telecommunications.

Nonprofit 40

Nonprofit Leadership Education CFO 40

Future CFO

JANUARY 27, 2022

Rather than withdrawing guidance, Gartner recommends the following four steps to quantify inflation risks and communicate their potential impact to the investment community. The goal is to educate investors on external risk while emphasizing the steps the company is taking to mitigate them.”.

Budgeting 52

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

Future CFO

MAY 2, 2023

Maintain communication and collaboration: The organisation should establish an effective communication plan, to ensure that all stakeholders understand how the organisation, responsibilities and procedures are changing – and importantly, why. "It

Finance 52

Finance Benchmarking Leadership Communication 52

CFO News Room

JANUARY 18, 2023

To be successful in the role, you must possess strong analytical and communication skills. Life insurance agents’ salaries vary depending on the type of life insurance policies they sell and other factors such as experience and education. Education Requirements . Job satisfaction is more than just a salary.

Leadership 130

Leadership Education Communication Problem Solving 130

Future CFO

DECEMBER 5, 2022

More communication A Gartner survey of more than 3,200 employees in May 2022 found that nearly 43% of employees discuss their pay with colleagues in the same role, while 45% of employees consult third-party pay sites at least once a year. . Gartner recommends the following three actions to improve pay fairness perception.

Education 52

Education Communication Construction Leadership 52

Nerd's Eye View

APRIL 24, 2023

While less capable clients will likely show little interest in financial planning concepts and can be encouraged to engage in the process through educational content that helps them better understand the potential outcomes of their plans, a more highly capable client might question or even challenge the advisor’s recommendations.

Planning 82

Planning Education Numbers Communication 82

The Charity CFO

NOVEMBER 13, 2023

Their main focus is working with those in the domain of education. More specifically, Sheryl uses her skills in design and strategy research and thinking to help increase equitable outcomes in education. Except Sheryl and her team are more skilled in education than they are in flat tires. So what does all of that mean?

Nonprofit 52

Nonprofit Education Math CFO 52

PYMNTS

OCTOBER 6, 2020

Against that backdrop, communication with end users could effectively avoid the dispute process among all stakeholders. For companies such as FIS , helping communicate the merchants’ policies for refunds – whether they offer upfront refunds (such as for cruise lines) or credits – can smooth interactions between cardholders and merchants.

Communication 82

Communication eCommerce Education Forecasting 82

PYMNTS

DECEMBER 4, 2020

The Netherlands Authority for Consumers and Markets (ACM) is homing in on contactless payments that can access near-field communication (NFC), which enables users to pay for goods and services by waving their phones across terminals. Although the antitrust regulator didn’t mention Apple by name, it said in a press release on Friday (Dec.

Communication 63

Communication Education Banking Securities 63

PYMNTS

NOVEMBER 24, 2020

CUs Must Educate Members On What’s Available . To get self-service behavior firmly entrenched — and cement consumers’ relationships with CUs — educational efforts are critical, Lotz said. Those educational efforts have been driven in part by necessity, as customers have been unable to come into branches.

Banking 107

Banking Education Accounting Communication 107