Future CFO

JULY 17, 2023

A recent survey report from PwC and GTreasury, Treasurers: The First Line of Defense for Economic Disruption , offers the most current insight into how treasury teams and the office of the CFO are approaching volatility. This article discusses some of the key takeaways from that report. 3) Enhance working capital management.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

APRIL 22, 2024

On-the-job training, mentorship programs, and career planning sessions can help employees get more out of their jobs. Comparing your nonprofit budget to actual , for example, can help you better understand where resources are going. However, if that’s not in the budget you can provide appreciation by thanking employees.

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

Future CFO

APRIL 22, 2024

Upskilling pace Given all the changes and shifts in the Finance function at present, Cheah believes the pace of upskilling within the team in the bid to keep up comes as a concentrated effort. Cheah believes the Finance function and the HR team must jointly develop a plan and a path forward for the benefit of the organisation as a whole.

Finance 98

Finance Budgeting Accounts Payable Concentration 98

CFO News Room

JANUARY 8, 2023

While the turn of the year presents an opportunity to take a fresh look at your strategy and plan where to focus your energies, it can be hard to sort real trends from hype. When looking at how you plan to invest in technologies over the next year, try to think holistically and consider how they make work together to unlock new opportunities.

Budgeting 130

Budgeting Securities Economics Technology 130

The Finance Weekly

JULY 7, 2022

The never ending game of juggling risk management and increased transparency, all while continuing to lead the finance team and conduct day to day activities, has made the job of a CFO more demanding and complex. The second step is choosing the right service. 3) Enhanced reporting disclosure risks.

Risk Management 52

Risk Management CFO Concentration Securities 52

The Finance Weekly

APRIL 25, 2022

But this terrible war has huge implications — both immediate and longer-term — that are making every CFO sit up and take notice. That puts the onus on the CFO to manage treasury risks and closely monitor the company’s international contracts. All finance chiefs should stay well-informed and nimble in managing risks during this time.

Finance 107

Finance Forecasting Treasury Concentration 107

CFO News Room

FEBRUARY 2, 2022

And because business ownership and share-holding are concentrated among high-income households, the incidence of the program across the household income distribution was highly regressive. Arnold Kling and I wrote a piece explaining what such a plan might could have look like. Getting the incentives right is also important.

Economics 130

Economics Concentration Budgeting Numbers 130

Boston Startup CFO

OCTOBER 29, 2012

Are you prepared to manage the day-to-day of your startup, from recruiting new talent to bookkeeping to financial planning? CFO: If your company has closed a seed round of funding or is earning more than $250K per year, you need a CFO to handle your financial strategy and run your accounting team. Courtesy of YEC.

Startups 52

Startups Mergers and Acquisitions (M&A) CFO GAAP 52

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. Farhaan : Mornin g, Nicola a s !

CFO 52

CFO Leadership Accounting Finance 52

Future CFO

SEPTEMBER 9, 2019

The CFO job has just gotten harder. And if not properly managed, it can derail CFOs’ best laid out plans. When we did our shared service centralisation, we did not look at just accounting, budgeting, and planning. It gives a strong case for CFOs to look at multivendor services partner.". Just ask IBM.

Finance 52

Finance Budgeting Concentration Technology 52

CFO News Room

DECEMBER 6, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 7, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Compliance 130

Compliance Communication Planning Concentration 130

VCFO

MARCH 30, 2023

If a company’s offerings are so niched or concentrated, what happens if demand shifts suddenly or consistently over time for that offering or set of offerings? If an owner is the only decision maker, sales lead, or sole operator in another key role, it makes it very tough to push the value of or sell the business.

Valuation 87

Valuation SAP Concentration Benchmarking 87

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

DECEMBER 20, 2022

I mean, he actually expected a lot of me, in a very loving, respectful way, but he was teaching me kind of the power of concentration and focus. And then we have to write a script, and if they like the script and the budget and blah, blah, blah. ALISON BEARD: At what age? RON HOWARD: Eight, nine. ALISON BEARD: That’s pretty cool.

Leadership 100

Leadership Problem Solving Entertainment Concentration 100

Barry Ritholtz

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Mergers and Acquisitions (M&A) 62

Mergers and Acquisitions (M&A) Compliance Investments Finance 62

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

JANUARY 17, 2023

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. As aforementioned, 0.45–10%

Concentration 130

Concentration Economics Manufacturing Numbers 130

CFO News Room

JANUARY 10, 2023

the department said that the new IDR plan would require borrowers to pay no more than 5% of their discretionary income monthly on their undergraduate student loans — down from the current 10%, and it would also prevent interest from adding onto a borrower’s principal balance. Wowsers. ” We don’t hear much from him.

Concentration 130

Concentration Education Healthcare Budgeting 130