The Charity CFO

JUNE 7, 2023

accounts payable, loans). Strategic Uses Financial Planning and Budgeting : Provides insights into the organization’s available resources and financial capacity, enabling strategic decision-making regarding resource allocation, capital investments, and long-term financial sustainability.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

KG Virtual CFO

OCTOBER 12, 2020

As states lift stay-at-home orders and day-to-day operations return to normal, businesses will need to adapt their budget to account for the new normal. If you have experienced a decrease in revenue over the course of the coronavirus pandemic, you’ll need to account for that in your budget.

Budgeting 52

Budgeting Cash Flow Forecasting Prioritization Forecasting 52

Fpanda Club

APRIL 18, 2022

SWOT SWOT stands for the analytical tool to uncover Strengths, Weaknesses, Opportunities and Threats and is frequently used in strategic planning exercises. planning, reporting and analysis) are the products/services of the function.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

VCFO

JUNE 29, 2023

A fractional CFO comes with extensive finance leadership experience that enables them step in and prioritize triage to close gaps and bring stability when a full-time CFO isn’t in place. Supporting strategic planning, budget development, cash flow projections, analysis, and related activities.

Nonprofit 68

Nonprofit Finance CFO Compliance 68

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

NOVEMBER 17, 2022

A well-crafted budget can be a powerful tool for decision-making, helping you to prioritize spending in line with your strategic goals. A nonprofit budget is typically a planning document that shows how the organization plans to raise and allocate its money to support its programs and operations.

Nonprofit 52

Nonprofit Budgeting Forecasting CFO 52

CFO Simplified

APRIL 19, 2023

Succession planning is not only about determining your organization’s next leader, but also about creating a continuous process that assesses organizational needs and builds a climate for an executive to succeed. An effective succession plan must be linked to the organization’s strategic plan, mission, and vision.

Planning 52

Planning Leadership Communication Nonprofit 52

Centage

JULY 12, 2022

Kate Drenckhahn is Centage’s Senior Product Manager focused on the strategic planning and execution of new and existing Planning Maestro functionality. This facilitates prioritizing customer requests along with product advancements which in my past experience, has always been a bit of a chess match.

Compliance 52

Compliance Budgeting Prioritization Data Analysis 52

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.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

CFO Thought Leader

APRIL 17, 2023

Halpin: The one that sticks with me was in 2017, they asked me to become Chief Strategy Officer and build a long term strategic plan at the NFL. To that point, the only strategic marker that was publicly out there was the revenue goal of 25 billion that had by 2027. That had been put out in 2010.

Strategic Planning 52

Strategic Planning CFO Planning Prioritization 52

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

The Finance Weekly

JUNE 5, 2024

Predictive Insights This feature lets companies create strategic sales plans using deep customer insights and buyer-intent data. It helps pinpoint the most profitable segments and target accounts by collecting tons of insights and buying signals from businesses globally.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Auditing Microsoft Office 52

Spreadym

JULY 3, 2023

However, it's important to recognize the limitations of this approach as it may not account for unexpected events or disruptions. Normative scenarios are particularly valuable for strategic planning and policy development. Assess the feasibility, desirability, and strategic implications of each scenario.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. BUCKLEY: They were all institutional separate accounts. And then, lastly, the possibility of putting private equity in retirement accounts, he would be furious, I would imagine. BUCKLEY: $125 billion.

Leadership 106

Leadership Investments Profit and Loss Technology 106

The Charity CFO

JANUARY 12, 2022

Are you a nonprofit leader struggling with how prioritize revenue to avoid the trap of money becoming the mission? Bill is the founder of FiveTwo Network and focuses on helping entrepreneurs grow their mission and build better programs by prioritizing revenue generation. For more nonprofit accounting resources check out [link].

Nonprofit 52

Nonprofit Prioritization Communication Accounting 52