CFO Talks

MARCH 14, 2024

Beyond the Basics: 7 Key Focus Areas for New CFOs 1. Introduction to the Evolving Role of the CFO In our previous discussion, we outlined the critical first steps a newly appointed CFO should take to establish a solid foundation within their organization. Activities that directly impact these objectives should take precedence.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO Simplified

MARCH 11, 2024

And we also see the opposite, where a CFO has the title of CFO/Office Manager, and is even relegated to ordering office supplies. Financial Management: Many lawyers lack formal training in financial management, which can lead to challenges in budgeting, cash flow management, and understanding profitability.

Profit and Loss 52

Profit and Loss CFO Risk Management Invoicing 52

The Charity CFO

MARCH 28, 2024

An effective nonprofit accounting system also helps your organization stay transparent, manage funds wisely, and build trust with donors and the public. Take a Close Look at Your Current Accounting Practices You can’t know what needs fixing in your accounting system until you dive in and examine your current practices.

Nonprofit 52

Nonprofit Accounting Budgeting Compliance 52

E78 Partners

MARCH 2, 2024

The executives expressed that these critical areas in Technology Expense Management (TEM) needed greater attention and effort than what their current TEM vendors were providing. They felt that their vendors were heavily reliant on low-cost, low-skill offshore teams to manage these tasks, leading to inadequate service and unmet expectations.

Technology 52

Technology Invoicing Budgeting Education 52

Future CFO

MARCH 7, 2024

The SEA CFO Agenda 2023: Decoding the CFO’s trilemma report found that financial chiefs in the region are looking into the global economic slowdown as a major concern, with 80% of respondents marking it as their top external risk for the next 12 months.

Economics 52

Economics Financial Planning and Analysis (FP&A) CFO Finance 52

CFO Simplified

MARCH 7, 2024

According to FinCEN, “substantial control” parties include C-suite executives, trustees, certain board of director positions, and managers of limited liability companies. Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions.

Tax Planning 59

Tax Planning Compliance Restructuring Treasury 59

CFO Simplified

MARCH 7, 2024

According to FinCEN, “substantial control” parties include C-suite executives, trustees, certain board of director positions, and managers of limited liability companies. Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions.

Tax Planning 52

Tax Planning Compliance Restructuring Treasury 52

The Charity CFO

MARCH 25, 2024

The process is an art that takes practice to perfect it. Underestimate the Work Managing a grant can require a lot of work. Once you have the funding you need from grants, you also need to manage the money. Contact us to learn more about grant fund management. Do You Struggle to Make Sense of Your Financial Statements?

Nonprofit 52

Nonprofit CFO Auditing Securities 52