PYMNTS

JANUARY 11, 2021

Whether businesses were establishing their modernization roadmaps for the first time or simply accelerating the plans they already had in place, the COVID-19 crisis drove organizations to embrace technology at unprecedented levels in order to manage a remote workforce, supply chain disruptions and economic uncertainty.

Treasury 79

Treasury B2C Prioritization Healthcare 79

PYMNTS

APRIL 3, 2019

The portion of treasury officials prioritizing digitization has nearly doubled since the fourth quarter of 2018 to 22 percent, the report revealed. Greenwich Associates managing director and report co-author, in another statement.

Treasury 49

Treasury Banking Foreign Exchange Corporate Finance 49

Michigan CFO

SEPTEMBER 29, 2021

What once was known as a role for managing a company’s finance and accounting has changed into a role that concerns far greater responsibilities with new expectations. However, if your CFO possesses deep manufacturing experience, then you can better prioritize investments that provide tangible business benefits.

Manufacturing 52

Manufacturing CFO Compliance Forecasting 52

PYMNTS

SEPTEMBER 19, 2019

As a result, treasurers must grapple with the notion (and the needs) of cash crossing accounts many times a day. Cash management becomes a continuous process, throughout the business day. Knowing where and how much cash there is across various legal entities, countries and currencies is crucial. on Friday, he said.

Treasury 46

Treasury Cash Management Foreign Exchange Budgeting 46

PYMNTS

JUNE 21, 2018

The stats indicate key areas in which professionals say they are increasing awareness and use of digital solutions to make accounts payable and accounts receivable processes faster, more streamlined and more secure. More than half noted that invoice and payment automation are also highly prioritized within their organizations.

Accounts Payable 44

Accounts Payable B2B Invoicing Prioritization 44

PYMNTS

SEPTEMBER 22, 2016

“When we look at where the market is moving, clients expect to transact globally and to trade globally, to have a cash management account in Hong Kong and an FX trading accounting the U.K. You want to prioritize the $100 million transaction coming through to clear a trade, while still mitigating risk.”

Banking 75

Banking Compliance Prioritization Auditing 75

E78 Partners

APRIL 13, 2023

Track progress and work effectively and efficiently under tight deadlines with sponsors and management teams from diligence through closing. Post-Close Operations: The first 100 days are critical to both private equity and portfolio firms to maximizing value.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

PYMNTS

FEBRUARY 15, 2018

Many SMBs prioritize attributes of their bank beyond the rewards and pricing that community banks are well-positioned to address — including personalized service, local presence and involvement and convenience. To gain more traction on the card front, she recommended that community banks take a proactive approach with their SMB clients.

Banking 47

Banking Education Prioritization Startups 47

PYMNTS

JANUARY 20, 2021

As a result, finance teams across the business ecosystem began to prioritize digitization and optimization, and many of them drew the same conclusion: Access to data is imperative to efficient and effective operations. There were cases where some of these finance teams could not even understand what their cash visibility looked like.”.

B2B 125

B2B Prioritization Invoicing Corporate Finance 125

Strategic Treasurer

JANUARY 3, 2022

You know, the topics that will have the biggest impact in 2022 are those that already have kind of identified use cases for it really have already been prioritized by the treasurer. Probably within that same category, account validation services, I think will be a big topic in 2022. Jon Paquette 1:43 . Craig Jeffery 11:37 .

Treasury 52

Treasury Cash Flow Forecasting Forecasting Banking 52

PYMNTS

SEPTEMBER 17, 2018

He said when he went to his bank — a small one — to ask for help, he was told the bank didn’t support this type of payment and to return the next day when the manager was back. This was not a payment going to a business bank account but to his personal account, which probably does double duty as his business bank account for all I know.

Invoicing 78

Invoicing Accounting Banking B2B 78

PYMNTS

OCTOBER 24, 2019

Although commercial cards account for only a sliver of the B2B payments pie, new research from Mastercard, the Association of Corporate Travel Executives, and industry body the NAPCP found an increase not only in the use of card products for business travel spend, but in virtual cards. T&E Goes Virtual. Amex Embraces Open Banking.

B2B 40

B2B Startups Prioritization Education 40

CFO News Room

DECEMBER 26, 2022

Another immediate way that advisors can help ease the impact of inflation for clients is to create a cash management strategy (i.e., Because of the structure of the tax code, there are often ‘add-on’ effects created by adding or subtracting income – and these effects aren’t accounted for when simply looking at one’s tax bracket.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 5, 2022

In April, Charles Schwab introduced its Schwab Personalized Indexing platform, available to advisors and retail clients with a $100,000 account minimum. In addition, those who inherited accounts from individuals who died before 2020 can continue to take RMDs under the pre-SECURE Act rules.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

NOVEMBER 19, 2022

cash management programs ). cash management programs ). Health Savings Accounts (HSAs) have become an increasingly popular tool for consumers , particularly those in good health and with extra income to save. It also comes after a hedge fund claiming to own 7.2% While SECURE 2.0

Planning 130

Planning Leadership Healthcare Accounting 130

PYMNTS

MAY 23, 2016

100 million LinkedIn accounts may have been compromised , a statement from the popular professional networking social site said last week. 100% cash visibility is unattainable for corporate treasurers , found a new report by Kyriba.

B2B 40

B2B Invoicing Prioritization Credit Risk 40