The Charity CFO

MAY 19, 2023

Cash management for a nonprofit organization is possibly the most important consideration for success. In this article, we will build upon that knowledge and delve more specifically into the topic of cash management. What is cash management?

Cash Management 52

Cash Management Nonprofit Compliance Budgeting 52

The Finance Weekly

DECEMBER 5, 2023

Revamp Finance Operations As the , CFO's responsibilities grow, the finance function's impact also expands. Managing vast amounts of data, finance leaders now play a crucial role as data custodians. Navigating the Future Predicting the future is uncertain, even for CFOs. Prioritize freeing up cash to repay loans.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

JUNE 7, 2023

This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. cash, investments, receivables) and liabilities (e.g., This analysis supports decision-making regarding debt management, investment strategies, and asset allocation. accounts payable, loans).

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

E78 Partners

APRIL 13, 2023

To capitalize on these strategic choices, PE firms need to invest in a strong CFO office, personnel hires, processes and systems, and consider partnering with a transaction advisor to build a platform for successful roll-up strategies. E78 Partners offers finance and technology solutions for PE firms pursuing roll-up strategies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

PYMNTS

SEPTEMBER 19, 2019

As a result, treasurers must grapple with the notion (and the needs) of cash crossing accounts many times a day. Cash management becomes a continuous process, throughout the business day. Knowing where and how much cash there is across various legal entities, countries and currencies is crucial. on Friday, he said.

Treasury 46

Treasury Cash Management Foreign Exchange Budgeting 46

CFO News Room

NOVEMBER 5, 2022

Ultimately, the decision for advisors of whether to recommend I Bonds or TIPS to counteract the effects of inflation is dependent on a client’s broader asset allocation and cash management strategy. Many seniors felt a shock to their budgets at the end of 2021, when the Centers for Medicare and Medicaid Services (CMS) announced a 14.5%

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

NOVEMBER 19, 2022

cash management programs ). For advisors with a long list of professional contacts (and/or a limited budget), they might choose to give gifts to key individuals while sending a holiday card to other contacts. While SECURE 2.0 Another option is to make a charitable donation in the individual’s name (e.g.,

Planning 130

Planning Leadership Healthcare Accounting 130