CFO Thought Leader

DECEMBER 1, 2023

Insights from Finance Leaders: Planning Ace CFO Lauren St. Planning Ace CFO Doug Lindroth of Tealium emphasizes the shift from closed data structures to open-book management, enabling deeper discussions on profitability and investments. is quickly emerging as FP&A’s ultimate silo busting partner.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

NOVEMBER 17, 2022

Financial planning and budgeting are vital for the success and sustainability of any nonprofit organization. . That’s why it’s important to start thinking about your budget for 2023 now. Budgeting should go beyond simply tracking money in and money out. . Intro to Budgets for Nonprofits. Allocate resources.

Nonprofit 52

Nonprofit Budgeting CFO Forecasting 52

CFO Thought Leader

JULY 28, 2023

Novelis CFO Dev Ahuja highlights his efforts to ensure that finance plays a more prominent role in driving decisions and shaping outcomes across the organization. www.planful.com The post Top Priorities: Driving Value and Developing the Talent Pipeline appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA.

CFO 52

CFO Leadership Budgeting Finance 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

VCFO

JUNE 29, 2023

How Cracks in Nonprofit Finance & Compliance Creep In Nonprofit CEOs rely on their organization’s CFO to provide sound fiscal management, ensure full compliance, and be strategic partners. A CFO will evaluate financial performance, and bring attention to potential issues.

Nonprofit 69

Nonprofit Finance CFO Compliance 69

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. Our proven, on-demand leaders have worked as CFOs, CEOs, COOs and CIOs across a range of industries.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

OCTOBER 23, 2023

When it comes to third-party risk management, organisations are redefining their approaches, with a focus on talent and strengthening the role of executive leadership on third-party risk management teams, said Deloitte recently when releasing results of a survey.

Risk Management 52

Risk Management Leadership Prioritization Budgeting 52

The Charity CFO

AUGUST 15, 2023

Not only are accountants included in the management of grants like tracking how the funds are spent, they are also involved in the fundraising process by building budgets to justify the request. Budgeting and Planning Budgeting and planning are two essential aspects of a nonprofit accounting system.

Nonprofit 52

Nonprofit Accounting Profit and Loss Budgeting 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.” percent reduction in budget. percent reduction in budget. CFOs Prioritize.

Leadership 42

Leadership CFO Prioritization Finance 42

The Charity CFO

JANUARY 5, 2022

In her books, Leadership for Justice: Supervision, HR and Culture, and Supervision Matters: 100 Bite-Sized Ideas to Transform You and Your Team, she details the importance of supervision and how three important factors can shift an entire workplace culture. The 2 key qualities that are essential to successful leadership (12:00).

Nonprofit 98

Nonprofit Leadership Investments CFO 98

CFO News Room

NOVEMBER 1, 2022

We’re talking about the share of women and women of color in leadership ranks in business. And in the workplace, you, you mentioned some of the statistics about women not holding large percentages of leadership role, CEO roles and, and organizations. But we often don’t talk about that. So there are specific people in the organization.

Leadership 100

Leadership Construction Budgeting Planning 100

Planful

JANUARY 11, 2022

In 2018, McKinsey reported that CFOs who didn’t adopt digital innovations like artificial intelligence (AI) were in danger of falling behind their counterparts in IT and marketing. When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. What does this all mean?

Financial Planning and Analysis (FP&A) 40

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

Future CFO

AUGUST 3, 2021

Participants also shared how technologies freed financial professionals to become more effective, the importance of upskilling and sharing experiences, and the changing role of the CFO office within their companies. Companies needed to prioritize the forecast components, to figure out what was more volatile. The race for clarity.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 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. providing topical thought leadership content or choosing clients randomly for weekly check-ins.). How would you prioritize them?

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO Thought Leader

APRIL 15, 2024

This principle of concentrated effort not only transformed his approach to investment management but also became a guiding principle throughout his career, which includes his latest stint as CFO of Semperis, a leading cybersecurity firm. Top-of-mind for Bray is a careful analysis of sales productivity and pricing integrity.

CFO 52

CFO Investments Concentration Restructuring 52

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. Without these tools in place, finance teams will fall behind in analyzing data and won’t be able to budget accurately for the future, causing teams to cut programs unnecessarily.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. Without these tools in place, finance teams will fall behind in analyzing data and won’t be able to budget accurately for the future, causing teams to cut programs unnecessarily.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 52

The Charity CFO

DECEMBER 22, 2021

The first 2 core decisions you need to make before building your operating budget. (6:58) Leadership background partner has like a master’s degree, nonprofit management. When you think about your budget and how you plan for things. Find out: Why Chyla lists “You Need to Eat” as one of her company’s values.

Nonprofit 90

Nonprofit Budgeting Accounting Planning 90

CFO News Room

NOVEMBER 8, 2022

How long does it take someone from the position that I’m taking to get to the next level or to get into leadership or maybe even to get to the C-suite. So if it’s a project, it could have to do with blown timelines, blown budgets, product failures, early signs that you don’t have product market fit, for example. What were they?”

Prioritization 100

Prioritization Forecasting Planning Investments 100

The Charity CFO

MARCH 2, 2022

Isabel is the Onboarding Specialist at The Charity CFO. You used to audit nonprofit organizations back in the day, similar to me, but while I was the CFO of a nonprofit, you were my auditor. A couple things actually, number one, that we’ve alluded to transition in leadership. In this episode, you’ll discover….

Nonprofit 98

Nonprofit Auditing Reconciliations Accounting 98

The Finance Weekly

JULY 31, 2023

As a seasoned finance leader in telecommunications, retail, technology, and legal sectors, Glenn envisions transforming the role of Chief Financial Officer (CFO) from being a historical reporter to a strategic forward-thinker. His expertise spans financial analysis , budgeting, business partnering, financial storytelling, excel, and audit.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

CFO News Room

DECEMBER 28, 2022

He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” To that end, SECURE Act 2.0 does not include any provisions that restrict or eliminate existing Roth strategies. Effective in 2024, Sec.

Planning 130

Planning Securities Accounting Tax Planning 130

CFO News Room

NOVEMBER 19, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. Notably, leadership style followed closely behind, with a greater influence than even pay and job characteristics. While SECURE 2.0

Planning 130

Planning Leadership Healthcare Accounting 130