Nerd's Eye View

OCTOBER 4, 2022

Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich , and the owner of the online platform of the same name that offers financial education content and programs to consumers so they can get refocused on their personal finances and the things they love. Read More.

Education 94

Education Concentration Prioritization Finance 94

VCFO

AUGUST 25, 2022

Years ago, security concerns heightened for vcfo when a third-party hosting platform for an accounting application some of the team used was encrypted and therefore inaccessible to the team. Planning and Prioritizing IT Security Improvement. Bucket two of IT security expenses focuses on employee education. ——-.

Securities 79

Securities Prioritization Education Budgeting 79

CFO Talks

MARCH 20, 2024

The modern CFO: Guardian, Change-maker, Manager, Planner To help new accountants get ready for a CFO role at large companies, the Institute of Chartered Accountants of Ontario (ICAO) and Queen’s University conducted extensive research on the roles of the CFO. Strategist (Planner) , plotting the company’s financial future.

CFO 52

CFO Compliance Performance Measuring Education 52

Strategic Treasurer

NOVEMBER 7, 2022

Both efficiency in cash application and prioritization of cash forecasting have been top goals of AR groups and treasury teams for over five years. Consider how both efficiency in cash application and prioritization of cash forecasting have been top goals of AR groups and treasury teams for over five years.

Forecasting 52

Forecasting Prioritization Treasury Education 52

The Charity CFO

MAY 8, 2023

To achieve this, nonprofit organizations should prioritize transparency, authenticity, and accountability in their fundraising efforts. The most successful events prioritize engagement and relationship-building. These can include galas, auctions, walks, and many other exciting fundraising ideas.

Nonprofit 52

Nonprofit Prioritization Communication Planning 52

Strategic Treasurer

MAY 23, 2022

How to approach the implementation with a mindset of achieving the maximum value within the shortest timeline by prioritizing activities and leveraging accelerators. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Key Takeaways: 1.

Treasury 52

Treasury Technology Prioritization Budgeting 52

PYMNTS

JANUARY 8, 2021

For example, that might mean having a process in place so that funds are appropriately applied or available when money comes in during off-hours or on the weekend, she said, and really thinking through the process from an accounting, liquidity and treasury management perspective.

Cash Flow Forecasting 139

Cash Flow Forecasting Banking Education Reconciliations 139

CFO Strategic Partners

OCTOBER 21, 2021

Our team of professional CFOs met with the organizations’ key personnel and stakeholders to quickly prioritize their needs and gain awareness of all critical tasks and deadlines. We ensured the accounting and finance team was communicated with throughout the transition. Are you experiencing unexpected turnover? We can help.

CFO 52

CFO Leadership Prioritization Education 52

PYMNTS

SEPTEMBER 15, 2020

Having multiple acquirers is an important risk mitigation tool for merchants, but according to Metodieva, merchants aren’t always prioritizing the diversification of their banking solutions. must constantly educate and keep themselves up to date with the latest requirements,” explained Metodieva. Diversifying Risk.

B2B 119

B2B Risk Management Compliance Prioritization 119

CFO Talks

MARCH 14, 2024

This follow-up article delves into how CFOs can effectively manage their diverse responsibilities, from prioritizing tasks to fostering innovation and leading their companies through transformational change. As organizations face new challenges and opportunities in a changing world, the role of the CFO will continue to expand and evolve.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

NOVEMBER 27, 2020

Some are turning to virtual cards to keep their debit account numbers safe, providing shoppers with newly generated codes that can be restricted to work only when paying specific merchants or used just once before expiring. Firms are also prioritizing security as they transact online more heavily as well.

Securities 78

Securities Prioritization eCommerce Education 78

PYMNTS

OCTOBER 4, 2019

Businesses are becoming more aware of tech-enabled solutions and prioritizing tools that can help them work smarter — and not harder. And, with innovation and education, FinTechs such as AvidXchange are helping businesses tap into the latest accounts payable innovations as they become more aware of emerging technologies.

Technology 56

Technology Accounts Payable Invoicing Education 56

PYMNTS

SEPTEMBER 25, 2018

What is surprising is that Protiviti’s research concluded CFOs are not prioritizing some of the technologies they could use to achieve their goals in data analytics and security. For example, 72 percent of CFOs rated their prioritization of virtual currencies to be between levels one and three. ”

Prioritization 67

Prioritization Corporate Finance Education Finance 67

CFO Thought Leader

JUNE 10, 2023

In the ensuing months at Redbox, Aronson dug into the numbers and began to educate others on the true economics of Blu-ray versus SD and the practices that optimized the buying and allocation of Blu-ray discs at Redbox. She would subsequently join Redbox’s strategy team after having completed an MBA degree.

CFO 52

CFO Education Prioritization Leadership 52

The Finance Weekly

NOVEMBER 20, 2022

As CFOs they are prioritizing tech spend but are seeing multiplying service providers vying for their attention. Asif Masani , FP&A Manager, Coursera and FP&A Educator. It's also where you'll find CFOs in a private setting, discussing jobs, careers, various challenges, and needs for processes and automation. Why you might ask?

Financial Planning and Analysis (FP&A) 52

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

Collectiv

FEBRUARY 2, 2022

By prioritizing adoption and the employee experience, Power BI helps enterprise teams optimize operations, increase profits, and see incremental ROI year after year. Identifying the following roles and responsibilities early on for each team boosts adoption by creating accountability: Dataset Owner. Host Continuing Education Workshops.

Education 52

Education Benchmarking Prioritization Data Analysis 52

PYMNTS

MARCH 17, 2020

Yet this assumption, according to Jason Polancich, CEO of Invoia , fails to take into account the millions of SMBs throughout rural America, where many business owners — even millennial entrepreneurs — simply aren’t interested in complex technological solutions. . “They have a hard time using online banking.

Prioritization 67

Prioritization Invoicing Accounting Healthcare 67

PYMNTS

DECEMBER 29, 2020

It’s great to see the prioritization on innovation with this bill,” Wingert said, calling the AML regulatory changes important. Wingert asked, adding that it’s important to have powerful geofencing capabilities for sanctions prevention and account security to ensure compliance with jurisdictions that are prohibited or have sanctions concerns.

Compliance 108

Compliance Prioritization Securities Banking 108

PYMNTS

DECEMBER 14, 2020

Then there’s the back end — what he called “the authenticated space” where they know who the client is, what their behaviors are, what their accounts are and what actions they have taken. What are the topics that are most likely to resonate both in an education sense or in an inspiring actions sense?”.

Banking 116

Banking Communication Prioritization Leverage 116

The Charity CFO

JULY 10, 2022

They also educate the rest of the board on their duties and responsibilities to the organization. . The Executive Committee handles time-sensitive issues that come up between meetings and prioritizes the agendas for meetings of the full board of directors. Don't hire the wrong accountant for your nonprofit! Executive Committee.

Nonprofit 97

Nonprofit Auditing Communication Risk Management 97

PYMNTS

NOVEMBER 2, 2020

That's because WU can more easily and directly connect online users to deals and offers, and more effectively foster an account relationship, with Agrawal predicting many of these new customers likely to stick around as long-term customers even after the pandemic. We think some of it is going to stick. Some of it will go back to what it was.

CFO 96

CFO B2B Prioritization Education 96

Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. This may involve contributing to retirement accounts (e.g.,

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

PYMNTS

APRIL 4, 2019

“Unfortunately, we see these threats globally across all sectors, and we strongly believe that education about the risks and preparedness are as important as IT security measures for protecting individuals and assets from cyberattacks.”

Prioritization 63

Prioritization Healthcare Securities Education 63

PYMNTS

AUGUST 31, 2018

The San Francisco Municipal Transportation Agency “looked for applications that prioritized the city’s concerns around safety, disabled access, equity and accountability. To win the permits, the companies had to demonstrate they will provide user education on safety, keeping off sidewalks, and how to park safely.

Transportation 40

Transportation Education Prioritization Numbers 40

PYMNTS

JANUARY 29, 2019

Much of that spend (nearly one-third, by Gartner accounts), will go toward investment in consulting and implementation services as companies seek guidance for changing cybersecurity regulations like GDPR in Europe. Less than half of IT professionals in the U.S. weeks, compared to 5.4 weeks for companies that are least prepared for GDPR.

Investments 59

Investments Compliance Education Benchmarking 59

PYMNTS

JANUARY 29, 2020

These cards’ account numbers correspond with certain vendors, and have predetermined spending limits, enabling accounts payable (AP) professionals to better manage expenses, control cash flow and fight fraud. Bank, which must educate clients and suppliers on the advantages offered by such technology. . Minneapolis-based U.S.

Banking 52

Banking Accounts Payable B2B Prioritization 52

The Finance Weekly

MAY 5, 2024

Enhances the organization's overall operational effectiveness through recruitment, education, and managing skills. Prioritizes data significance, acknowledging market dynamics, evolving industry landscapes, and trend analysis. Integrates data analytics for deeper insight into customer preferences and actions.

Planning 72

Planning Sales Forecasting Strategic Planning 72

Future CFO

AUGUST 3, 2021

Companies needed to prioritize the forecast components, to figure out what was more volatile. For example, projects that are smaller in scale also make for good educational opportunities. The process of discovery, the effort required to implement, and education of using the new system or process can really move a team ahead.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

PYMNTS

FEBRUARY 20, 2020

“I do think more education and awareness around the importance of cash flow management and its impact on the success or failure of a business is needed,” Dare recently told PYMNTS. “When a business first starts, the focus is always going to be on sales and revenue. ”

Invoicing 62

Invoicing Finance Prioritization B2B 62

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 help community banks understand all their options in the payments space, ICBA Bancard’s efforts focus on education.

Banking 47

Banking Education Prioritization Startups 47

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. Beyond technological lines of defense (we’ll get there in a minute), education is key. Is yer flesh creeping yet?

Invoicing 59

Invoicing Education Prioritization Banking 59

PYMNTS

JULY 26, 2019

Kissler noted that CaixaBank also had to make decisions about which foreign currencies to prioritize and retrain staff in both its middle and back offices as part of a diligent transformation. The corporate clients, too, need to be informed of these changes, with Kissler calling the education of its commercial base “crucial.”.

Foreign Exchange 64

Foreign Exchange B2B Prioritization Banking 64

PYMNTS

MARCH 5, 2019

She stated, too, that a fraud detection team is tasked with watching for and preventing account takeovers. Perrin-Largilliere pointed to her own firm’s Book with Confidence guarantee, wherein HomeAway offers comprehensive payment protection tied to the transaction.

Prioritization 59

Prioritization Currencies Securities Education 59

PYMNTS

SEPTEMBER 14, 2017

The majority of employees lack the education needed to detect such invoice scams and cyberattacks, according to separate research from MediaPro released last year, with the data representing the cost of human error in these cases, the company said.

Invoicing 41

Invoicing B2B Prioritization Education 41

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. Finance and accounting professionals will continue to work late into the night. Common functions include elements of accounting, accounts payable and receivable, and payroll.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

CFO News Room

NOVEMBER 14, 2022

On a personal note, Penny is an advocate for the advancement of women in the financial services industry, and public education. Ideally, associate advisors would either already have met the education requirement for CFP certification or already have some experience as an advisor. Support The Development Of New Associate Advisors.

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

NOVEMBER 1, 2022

So here again, when developing that bridge, the member of the historically dominant group is really working to educate themselves, is working to develop connection with someone else. And I think the leaders have to hold the managers accountable for doing things differently. So there are specific people in the organization.

Leadership 100

Leadership Construction Budgeting Planning 100