E78 Partners

APRIL 9, 2024

Announcement: Ensure that portfolio company leadership and security teams are aligned on the required cybersecurity measures during the post-acquisition phase. Their guidance helps align your organization’s cybersecurity processes with established industry benchmarks.

Investments 59

Investments Compliance Securities Benchmarking 59

CFO Talks

MARCH 20, 2024

This prioritization underscores the value placed on a CFO’s ability to anticipate and prepare for future challenges, steering the company towards long-term success and sustainability. Strong communication, change management, and leadership skills are crucial in this role.

CFO 52

CFO Compliance Performance Measuring Education 52

CFO Leadership

OCTOBER 10, 2023

The latter, for example, is an offering that Bloomberg says can “ bring the full potential of AI to the financial domain ” and create entirely new workflows, economic analyses and financial benchmarks for its customers. The post Preparing Your Finance Organization for the New Era of AI first appeared on CFO Leadership.

Financial Planning and Analysis (FP&A) 115

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

E78 Partners

SEPTEMBER 14, 2023

At its core, a BP&B Health Check is a benchmarking exercise that evaluates an organization’s strategic alignment and financial agility against industry standards. Resource Allocation & Prioritization : Evaluate if resources are optimized and aligned with strategic imperatives.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

AUGUST 17, 2023

Financial reporting dashboards can be used by various departments within an organization, including finance, operations, sales, marketing, and executive leadership. 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

CFO News Room

NOVEMBER 14, 2022

Prior to founding Journey, Penny ran a consulting and coaching firm called Thrivos Consulting, and prior to that worked in various leadership positions across the financial services industry. They also serve as a benchmark for whether team members are succeeding in their roles on an ongoing basis.

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO Leadership

APRIL 10, 2023

Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. Prioritize personal outreach when something goes wrong; it puts employees at ease and ensures they feel well cared for. The post Navan’s Modern Approach to Duty of Care first appeared on CFO Leadership.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97