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

Global Finance

Mariana Oiticica : It is increasingly vital to their long-term strategic planning. 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.

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Members’ Spotlight: Charles Westermeyer

CFO Talks

I was drawn to the idea that strategic financial planning can drive success and growth, whether on a corporate or personal level. The challenge of analyzing data, identifying trends, and making informed decisions based on complex factors inspired me to learn more.

CFO
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Strategic Planning Components for CFOs to Keep Top-of-Mind

Planful

But not every CFO thrives in the strategic planning side of their role. Many finance leaders confuse financial planning with strategic planning. But when it comes to strategic planning components, CFOs shouldn’t be in a pure finance mindset. Strategic Planning Component #1: Revenue.

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How to put finance business partnering puzzle together?

Fpanda Club

Moreover, over 30% of finance leaders still do not have a seat at the table during strategic planning discussions. Get the basics right Advancements in automation, data practices, and innovative systems make it much easier to generate financial and non-financial insights. But it’s not really that easy.

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AI in Finance: How CFOs are evolving beyond automation and driving strategy in 2025

Cube Software

Understanding AI and Machine Learning in Finance Definition of AI in Finance AI in finance means using technology to take on tasks like analyzing data, spotting patterns, and making decisionsthings that usually require human intelligence.

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Mid-Year Update on Key Trends to Watch

Bramasol

By analyzing large volumes of data and identifying patterns and trends, AI systems offers valuable insights for market analysis, customer segmentation, demand forecasting, and strategic planning. This cost-effective model allows businesses of all sizes to leverage advanced technologies without financial constraints.

SAP
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Collaborative Budgeting Process

Spreadym

Technology: Collaborative budgeting is often supported by budgeting software and tools that facilitate the collaboration and data sharing process. This can lead to more effective strategic planning.