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BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

These investments offer significant benefits, such as diversifying risk across various geopolitical landscapes and accessing sectors like technology and artificial intelligence that may be less developed domestically. It allows clients to benefit from the growth of global technology leaders and other thriving industries overseas.

Banking 115
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Confessions of an FP&A-holic: 7 Lessons I Wish I Knew Earlier

Fpanda Club

Business acumen, strategic thinking, project management, collaboration and communication, to make long story short: neither of them was probably taught at your masters in finance. Listen to understand, not just to reply Effective communication is critical in the world of FP&A. If you want to stand out, learn beyond finance.

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How Can AI Help Financial Planning?

The Finance Weekly

AI in financial planning is changing how businesses analyze data and make decisions. Traditionally, financial teams had to analyze large amounts of data to evaluate performance, predict trends, and plan for success. Predictive Analytics - AI uses past data to predict future events, helping businesses prepare effectively.

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How to Make Your Annual Budget Process More Efficient and Collaborative 

Centage

Use Technology to Streamline the Process Technology is one of the main components that takes the headaches out of budget season. Reduce human data entry errors. Safeguard the budget data. Technology improves productivity and collaboration and decreases the instances of human errors. Quickly run multiple scenarios.

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How to put finance business partnering puzzle together?

Fpanda Club

Get the basics right Advancements in automation, data practices, and innovative systems make it much easier to generate financial and non-financial insights. This is supposed to enable finance professionals to devote more time to interpreting and analyzing data, offering meaningful insights that contribute to better decision-making.

Finance 130
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Members’ Spotlight: Charles Westermeyer

CFO Talks

The challenge of analyzing data, identifying trends, and making informed decisions based on complex factors inspired me to learn more. For instance, collaborating with international clients has taught me the importance of adapting my communication style and accounting methods to align with their expectations and values.

CFO 52
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TripActions’ Travel and Expense Predictions for 2023

CFO Leadership

Following a year of flight cancellations, a lack of real-time updates, and overall dissatisfaction with outdated solutions, travel providers will enable more tech-driven solutions in 2023 to increase visibility and communicate with customers more efficiently. Natural language processing (NLP) chatbots will become a necessity for CX teams.