Boston Startup CFO

MAY 9, 2016

Among the top 10% of jobs most likely to be automated: insurance underwriters, tax preparers, loan officers, credit analysts, and accounting professionals. These are precisely the kinds of areas that great human accounting professionals are ideally suited to address. In some ways, it’s already happening.

Accounting 52

Accounting Prioritization Advertising Compliance 52

The Finance Weekly

FEBRUARY 8, 2023

Mercier, who joined the company in 2006, was previously the Senior Vice President of Global Finance and Accounting. He has also held financial leadership roles at Nuance Communications, Wyless, and Mimecast. Prior to that, he had worked in asset management at Equity Office Properties Trust and was an auditor at KPMG.

CFO 52

CFO Prioritization Finance Communication 52

Spreadym

JULY 21, 2023

Mobile and Online Banking : Offering digital banking services through mobile applications and online platforms, enabling customers to access their accounts, make transactions, and manage investments conveniently. This includes offering mobile banking apps, online account management, and personalized financial advice through digital channels.

Finance 52

Finance Prioritization Compliance Leverage 52

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. What data governance, privacy and security procedures do we have in place or need? Where is that data located?

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

VCFO

JUNE 29, 2023

They also rely on the CFO’s leadership, providing up to date communication, and accurate financial reporting. Securing the Right Leader and Augmenting Expertise Arguably the most important aspect of setting a nonprofit’s finance practices up for success is first finding the right leader.

Nonprofit 69

Nonprofit Finance CFO Compliance 69

The Finance Weekly

NOVEMBER 20, 2022

As CFOs they are prioritizing tech spend but are seeing multiplying service providers vying for their attention. Due to the strength of the community and the increasing desire for a hub of finance professionals to engage online, it has experienced a spectacular growth, going from 50 members in January 2020 to over 2,500 today. ,

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JANUARY 20, 2021

For the last nine months, many of us have been learning how to work remotely, communicate remotely, learn remotely, socialize remotely and more. As such, Elan has focused its development pipeline to prioritize and invest in technologies that allow customers to be more self-reliant.

Prioritization 71

Prioritization Communication Investments Accounting 71

PYMNTS

JUNE 16, 2017

TeleSign , the world’s first end-to-end communications platform as a service, announced new iOS capabilities for its mobile app verification service, App Verify. TeleSign’s Fraud Report found that 64 percent of companies prioritize smooth and simple user registration and account verification over cyber security needs.

Prioritization 40

Prioritization Communication Securities Accounting 40

CFO Simplified

APRIL 19, 2023

Step 2: Communicate the decision. Although the strategy made sense, it was a tough commitment to make as she felt she was giving up her security and part of her identity. Realign and prioritize work to support the CEO. Execution requires leadership, communication, and accountability.

Planning 52

Planning Leadership Communication Nonprofit 52

Spreadym

AUGUST 17, 2023

Data Integration : Dashboards often pull data from various sources, such as accounting software, ERP systems, CRM systems, and other data repositories. They play a crucial role in improving transparency, communication, and collaboration among teams by providing a centralized platform for accessing and interpreting financial data.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

PYMNTS

AUGUST 13, 2018

Some city residents and officials worry about all the data that will be collected, stored and analyzed for the operation of the automobiles and the smart city — privacy and security concerns that are gaining more attention in general from consumers and lawmakers. North America will account for 42 percent of that spending in 2021. .”

Transportation 40

Transportation Communication Prioritization Technology 40

PYMNTS

MAY 5, 2020

Quevedo said it’s important — now more than ever — to open up lines of communication that extend across merchants, cardholders and financial institutions to prevent these kinds of disputes from ever making it into the system. The Issuer Side Of The Equation.

Concentration 83

Concentration Prioritization Entertainment Banking 83

Planful

OCTOBER 19, 2021

Including transparent disclosures about executive compensation in your company’s annual report is key to practicing good governance and remaining accountable to your stakeholders—be it shareholders, investors, or employees. What value are we getting from our investment in a secure technology?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

PYMNTS

MAY 12, 2020

In the mad dash to secure Paycheck Protection Program (PPP) funds, small businesses have faced confusion, anxiety and often a lack of clarity as to when they would receive capital – if at all. The process was chaotic for the lenders, too, creating greater potential for fraud amid an unprecedented SMB stimulus effort.

Prioritization 61

Prioritization Communication Banking Securities 61

PYMNTS

NOVEMBER 19, 2019

In the latest Treasurer’s Need to Know series, Mark McNulty, who serves as managing director, head of clearing and FI payments at Citi , told Karen Webster that security must always be top of mind. As funds move across banks, from accounts to account, they can be hard to track. As he told Webster, a balancing act materializes.

Treasury 40

Treasury Communication Prioritization Securities 40

PYMNTS

JANUARY 30, 2020

This new reality isn’t without its challenges for financial services providers, however, with security and fraud mitigation among the largest concerns. They included authorized push payment fraud, money laundering, and account application and takeover fraud. Sharing The Fraud Responsibility. ”

Communication 43

Communication Prioritization Banking B2B 43

Spreadym

JUNE 19, 2023

Categorize and prioritize your expenses to identify essential versus discretionary spending. Manage Accounts Receivable: Monitor your accounts receivable closely, ensuring that customers pay their invoices on time. Optimize Cash Flow: Identify opportunities to enhance your cash flow.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

PYMNTS

JULY 30, 2019

Modern credit unions understand all too well that loyalty innovation is critical to staying in business, and that those that do not prioritize it risk losing a significant share of their members. Loyalty-based innovation is a top concern for many credit union (CU) members, as outlined in the latest Credit Union Innovation Playbook.

Prioritization 43

Prioritization Communication Investments Banking 43

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

PYMNTS

MAY 31, 2016

An accounts payable team can now see their entire processes automated, from invoice management to payment, meaning suppliers get compensated quickly, digitally and regardless of geographical location. . What matters most is that payments are secure, and that the timetable for a payment to be complete is transparent.

Invoicing 41

Invoicing Accounts Payable B2B Prioritization 41

The Finance Weekly

AUGUST 27, 2023

Encompassing tasks such as analyzing financial data, creating budgets and forecasts, managing accounting processes, and ensuring tax adherence and regulatory compliance, these advanced solutions empower finance teams to concentrate on strategic decision-making and higher-value tasks. .

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

OCTOBER 2, 2018

They pretend to be the (legitimate) business and lure victims by directing them to their “new” bank account in between invoices, setting up the “next payment” to be funneled to the new bank account proffered. That communication seems innocuous enough, until the damage is done. The tally of those types of crimes: $12.5

Invoicing 59

Invoicing Education Prioritization Banking 59

CFO News Room

NOVEMBER 1, 2022

I stepped off the stage, there’s a queue of people waiting to speak to me, and I jokingly say that I saw this white woman skipping up to me, and she got into my face, sort of, she was very eager to meet me, and I was sort of, “Whoa, wait a minute, security. I didn’t quite know what was happening, but that was Beth.

Leadership 100

Leadership Construction Budgeting Planning 100

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” How advisors are increasingly purchasing individual bonds rather than bond funds in client accounts. In fact, while no single change in SECURE 2.0 To start, SECURE 2.0

Planning 130

Planning Auditing Investments Securities 130

Spreadym

AUGUST 8, 2023

Essential steps to build an efficient operating budget Building a solid operating budget requires a systematic approach that takes into account various aspects of your organization's financial activities. Build in Contingency: Include a contingency fund to account for unexpected expenses or changes in the business environment.

Budgeting 52

Budgeting Prioritization Profit and Loss Construction 52

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 27, 2022

We’re not going in there and, “What’s your date of birth, first and last name, your Social Security number? It’s not uncommon for us to see million-dollar accounts these days. So we’ve built in what we want, the communication, and depending on the advisor. John: Securities America.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

Barry Ritholtz

JUNE 6, 2023

That’s one part financial freedom, one part prioritization of your life, and one part less stress and worries about financial matters. He’s not like that at all, which probably accounts for a lot of his success. It’s really a very thoughtful and intelligent approach to thinking about spending. Even just luxury.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

CFO News Room

NOVEMBER 8, 2022

Or should I have the advisors not worry about the workflows, communicate with their CSA the way that they prefer to communicate with the CSA, and then have the CSA spend the time putting the workflow together, and then let the advisor go on to the next client and give that very high-level customer service that are clients are very used to having? .”

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” Who comes to a conversation about social security and Medicare? ” Felt like a great place to start.

Education 130

Education Planning Numbers Securities 130

The Finance Weekly

JULY 31, 2023

Artificial Intelligence (AI) is gradually revolutionizing various industries, including the field of accounting and finance. They highlighted how AI technology is transforming the way finance and accounting teams work with data and make decisions. The emergence of generative AI also allows language models to write code.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Bramasol

DECEMBER 14, 2023

This includes evaluating the service provider’s infrastructure, security features, and pricing models. We've also seen benefits from our experience with related functions such as treasury, lessor accounting and the overall S/4HANA ecosystem as new DSE offerings from our clients become more complex with multi-element bundles.

Technology 88

Technology SAP IFRS Compliance 88

CFO News Room

NOVEMBER 5, 2022

Pundits continue to expect “SECURE 2.0” Among other restrictions in the proposal, only one broker would be permitted to work at each RSL, the broker would not be allowed to meet with clients or handle securities or funds at the location, and the broker would be required to use the parent firm’s electronic communication system.

Mergers and Acquisitions (M&A) 130

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

Barry Ritholtz

OCTOBER 3, 2023

And so after a week there, I, I said to the guys on desk, Hey, can I open an account and do this? Yeah, you’re, you’re, you’re allowed to open an account. So I opened an account and I sat there and I traded the, the New York Chicago Gold arbitrage for the next sort of close to month. Gary Cohn ] 00:05:28 Be?

Marketing 107

Marketing Treasury Banking Profit and Loss 107