CFO News Room

NOVEMBER 18, 2022

Though much work remains to be done to enact a progressive economic agenda, this midterm election showed clear signs of support for a policy agenda that prioritizes economic, racial, and gender justice for working families. Nebraska: Voters approved Initiative 433, which will increase the state’s minimum wage to $15 by 2026.

Economics 130

Economics Construction Prioritization Transportation 130

CFO Talks

FEBRUARY 10, 2023

By Jeff Ryan , MD of AWCape, a Platinum Sage business partner for HR, payroll and financial solutions South Africa’s Budget Speech for 2023 is an eagerly anticipated event for CFOs and financial leaders alike, as it provides insight into the government’s economic priorities and plans for the year ahead.

Budgeting 52

Budgeting Profit and Loss Forecasting Prioritization 52

CFO Talks

MARCH 14, 2024

Beyond the Basics: 7 Key Focus Areas for New CFOs 1. Introduction to the Evolving Role of the CFO In our previous discussion, we outlined the critical first steps a newly appointed CFO should take to establish a solid foundation within their organization. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

DECEMBER 19, 2023

Asia Pacific consumers will likely have more to spend on discretionary items in 2024, said Mastercard Economics Institute (MEI) recently. In 2024, real consumer spending in Hong Kong is expected to increase by 2% year over year, MEI added. 2024 is set to be a year of recalibration as consumers rebalance their wallets.

Manufacturing 52

Manufacturing Economics Prioritization Entertainment 52

CFO News Room

FEBRUARY 6, 2022

If you’re looking for pointed advice on how to raise a family on a budget, “The SavingsAngel,” hosted by Josh Elledge, is for you. Recent topics include ways to save money at the gas pump, what to look for when buying a home, and how to homeschool on a budget. The SavingsAngel’ (Podcast) . Resources for Teaching Children.

Education 130

Education Budgeting Nonprofit Prioritization 130

CFO News Room

JANUARY 8, 2023

Geopolitical and economic uncertainties are injecting more caution into the next phase of tech’s evolution. We also see signs that the combination of advanced mobility, advanced connectivity, and applied AI will be applied to less sexy but economical critical logistics problems as a path to building supply chain flexibility and resilience.

Budgeting 130

Budgeting Securities Economics Technology 130

Future CFO

OCTOBER 23, 2023

But as the business and macro-economic environment evolves, there is a need for a higher degree of centralized control in the governance of third-party ecosystems, better coordination internally and externally, and the need to invest in real-time data-driven insights to thrive amid disruption and uncertainty.

Risk Management 52

Risk Management Leadership Prioritization Budgeting 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

APRIL 5, 2016

Greater exposure to risk and pressure to boost revenue are hanging over CFOs’ heads “like a dark cloud,” according to The Hackett Group’s Jim O’Connor, one of the authors of the firm’s latest report, “ The CFO Agenda.” What CFOs Are Up Against. percent reduction in budget. CFOs Prioritize.

Leadership 42

Leadership CFO Prioritization Finance 42

Planful

APRIL 29, 2021

Agile FP&A involves prioritizing people over process, with a focus on continuous changes and proactive communication. Following the start of the pandemic in 2020, 89% of CFOs found the “external economic and financial uncertainties facing their business as high or very high,” which was up by 34% from the previous quarter.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Finance Analyzing Data 40

BlueLight

AUGUST 21, 2020

Their expertise ranged from seed stage start-ups, where the CEO also served as the in-house finance leader, to growth stage companies where an in-house CFO monitored the entity’s current and future financial health. Our model provides you with a CFO and analyst pair to bring a finance presence. Accounting ?—?Many

Planning 52

Planning Marketing Startups CFO 52

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. And as the economic recovery continues and business operations slowly return to normal, the digital surge shows no signs of slowing down. What does this all mean? 5 – Form an oversight and ethics committee.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

CFO News Room

JANUARY 13, 2023

The crisis of low pay is widespread throughout the United States and will remain so until federal and state policymakers prioritize the economic hardships of low-wage workers. States where the minimum wage is $7.25.

Prioritization 130

Prioritization Budgeting Economics Numbers 130

CFO News Room

NOVEMBER 14, 2022

She has dual degrees in Economics and Corporate Finance and a certification in Advanced Behavioral Analysis. How would you prioritize them? On a personal note, Penny is an advocate for the advancement of women in the financial services industry, and public education. What were the client’s goals?

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

DECEMBER 23, 2022

We also have a number of articles on spending and budgeting: Why advisors might want to consider using a client service calendar to organize the wide range of services they provide for clients throughout the year. With a gift budget in mind, giving personalized gifts can show thoughtfulness to coworkers.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

DECEMBER 30, 2022

Given that a firm’s technology needs change over time, and that AdvisorTech software tools frequently add new features, conducting an annual tech stack audit can help ensure firms are getting the most out of their technology budget. by a staff member, or by an outside consultant. Bob Veres | Advisor Perspectives).

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

DECEMBER 27, 2022

Michael: So where do you think about setting that threshold just relative to your business and economics? There was a period where I had the CFO of this broker dealer, he couldn’t believe how much I was doing in the applications. We need to prioritize our time. John: That’s right. That’s correct.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 20, 2022

” And so, a lot of it would be age-based, and so I would essentially say I can do a topic for people who are early-career, and I can talk about budgeting and debt reduction. Mid-career, I might talk in a group presentation about just the investments and kind of initial planning conversations. Emily: Yeah.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 1, 2022

And so, they’re always getting the economic updates, or the things that we’re thinking throughout the year. Mindy: I mean, a lot of times they’ll say stuff like, “Time to prioritize this.” Michael: So, you gather the data, clients upload all their various stuff, you get some the budgeting stuff sorted out.

Planning 130

Planning Investments Accounting Math 130

CFO News Room

DECEMBER 28, 2022

To the contrary, the changes highlight Congress’s continued march toward ‘Rothification’, perhaps in an effort to grab tax revenue now in order to make Federal budget estimates look better (or at least less bad). To that end, SECURE Act 2.0 does not include any provisions that restrict or eliminate existing Roth strategies.

Planning 130

Planning Securities Accounting Tax Planning 130

CFO News Room

JANUARY 23, 2023

The debt limit measures nothing coherent and has no relationship to any serious measure of the economic burden imposed by the nation’s debt. It has as much relevance to the nation’s objective economic health as today’s horoscope. The debt limit measures no coherent economic value.

Economics 130

Economics Treasury Budgeting Securities 130