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Automated and Data Driven Financial Planning Hasn’t Reached its Full Potential

The Finance Weekly

A big part of these changes is increased communication between technology teams and other business departments. However, one department seems to lag behind when it comes to communication procedures: the finance department. For finance teams this is more true than ever, and the recent market volatility has exasperated this issue.

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How Advisors Can Offer Tax Planning And Stay In Compliance

CFO News Room

Having a framework for the types of advice to give and for the language to use when communicating strategies to clients can reduce the confusion of being obliged to provide guidance on taxes while being prohibited from giving actual tax advice. With such a framework, advisors can be more confident in advising their clients about tax strategy.

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Case Study: Financial Clarity with Modern Nonprofit Accounting Software

The Charity CFO

Instead of slow, paper-driven, backward-looking accounting, these organizations are moving quickly through digital integrations allowing them to focus on their core responsibilities. About The Charity CFO The Charity CFO is an accounting firm specializing in serving nonprofits through outsourced accounting and fractional CFO services.

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Transcript: Gary Cohn

Barry Ritholtz

There’s ways around that during reconciliation for budget bills and things like that. You know, I also had, you know, my, my chief of staff, my chief of communications, Ashley Hickeys, she, she was over the top amazing. She left there, she became a crisis communications expert. She also knew Washington in and out.

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