VCFO

MAY 19, 2022

Millennials now comprise 50% of the workforce, and trends show that number is expected to rise to 75% in the next few years. One of the biggest issues many millennials face upon entering the workforce is being saddled with significant education-related debt that acts as an albatross in their lives for years and years.

Communication 82

Communication Leadership Education Budgeting 82

The Charity CFO

FEBRUARY 27, 2023

Potential oversight tasks could include establishing processes for budget review and selecting an auditor. Treasurers may have a background in accounting, such as being a CPA or having education in nonprofit management, but this is not a requirement. Treasurers aren’t just numbers people. Treasurers aren’t just numbers people.

Nonprofit 52

Nonprofit Compliance CFO Leadership 52

The Finance Weekly

NOVEMBER 20, 2022

Particularly CFOs have joined dark social in fast-growing numbers. Due to the strength of the community and the increasing desire for a hub of finance professionals to engage online, it has experienced a spectacular growth, going from 50 members in January 2020 to over 2,500 today. , Why you might ask?

Financial Planning and Analysis (FP&A) 52

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

Planful

MARCH 18, 2019

The FP&A team is numbers-oriented, but also requires a great deal of communication skills. Department Budget vs. Actual Reports. Every department in the business is responsible for a budget. The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Financial Reporting Cash Flow Forecasting Budgeting 40

Future CFO

JULY 15, 2020

Often reporting directly to the chief financial officer, FP&A works alongside the controller and treasury teams to do budget and forecasting, support management decisions and are involved in special projects, including mergers and acquisitions (especially buy-side support), process optimization, market research, and capital allocation.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Education Finance Manufacturing 52

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. This involves regular communication, mutual respect for expertise, and an open-door policy for discussing challenges and opportunities.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

JUNE 13, 2022

Editor’s note: Finance executives could no longer succeed by focusing simply on numbers. I was fortunate to get a flavour of the accounts payables, costing and budgeting functions. In addition to being KKH’s CFO, I’m also SingHealth’s Deputy Group CFO (Service Transformation and Education).

Healthcare 52

Healthcare CFO Leadership Finance 52

CFO News Room

NOVEMBER 14, 2022

On a personal note, Penny is an advocate for the advancement of women in the financial services industry, and public education. Ideally, associate advisors would either already have met the education requirement for CFP certification or already have some experience as an advisor. responsibilities for Tier 2 Associates).

Practice Management 130

Practice Management Planning Leadership Communication 130

Planful

JANUARY 11, 2022

Now is the time for CFOs at organizations of all sizes to lean on AI to plan, budget, and forecast with greater accuracy, speed, and confidence. As technology crunches the growing volumes of data, soft skills like critical thinking, problem-solving, and communication will become crucial for Finance to succeed. #1

Financial Planning and Analysis (FP&A) 40

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

Planful

FEBRUARY 2, 2017

We’ve touched on the definition of EPM in a number of other posts, but I thought this would be a good time to define EPM from the Planful perspective. companies, government entities, educational institutions, and non-profits) link their strategies to their plans and execution. So here goes. What is EPM?

Budgeting 40

Budgeting Forecasting Analyzing Data Finance 40

CFO News Room

NOVEMBER 1, 2022

CURT NICKISCH: On the show we’ve done several, many, I don’t know, definitely a number of conversations about, you know, what’s part of this first step dig, right? And then once we figure out the numbers, we’re going to determine how we’re gonna communicate that, how we’re going to interpret that, and we’re gonna hold ourselves accountable.”.

Leadership 100

Leadership Construction Budgeting Planning 100

The CFO College

APRIL 8, 2021

Another key aspect of becoming a Valuable Expert is enhancing your education. Instructor : While continuing your education may seem obvious, many people overlook the importance of the “Instructor” aspect of “VIP.” You can do this through accumulating CPE credits and attending college or online training.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” So, there were one-on-one meetings, and then there were group education meetings. Michael: Oh, interesting.

Education 130

Education Planning Numbers Securities 130

Centage

MAY 8, 2023

You communicate with your CEO and know his or her thoughts and strategies. You then have your financial statements – cash flows, performance, budgets and audits. ” The “it” can be anything from investments to budget shortfalls to cash flow challenges. Is the number presented merely a single data point or part of a pattern?

Nonprofit 98

Nonprofit Budgeting CFO Finance 98

The Charity CFO

MAY 18, 2022

Your board should be involved in reviewing and approving the annual operating budget. It should also review financial statements at every board meeting and challenge management on numbers that don’t make sense. Instead, it’s your responsibility to educate yourself on the basics of financial management and oversight. Compliance.

Nonprofit 105

Nonprofit Auditing Compliance Budgeting 105

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. ” It’s constant communication through the year.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 6, 2022

It helped build my communication skills and my knowledge, because when you’re the one in the meeting saying the things, you’ve really got to own that information. And that really helped build my confidence. Michael: So, what led him to say, “We’re just not taking on any C and D clients? .” Natalie: Yeah.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 30, 2022

Having a framework for the types of advice to give and for the language to use when communicating strategies to clients can reduce the confusion of being obliged to provide guidance on taxes while being prohibited from giving actual tax advice. Affects how much can be saved to pre- and after-tax accounts ! Property and casualty insurance?

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Barry Ritholtz

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. But I gotta start with your education. I think people should really, you know, be educated about money, think about their money. And so the magic number was $388 a month. That they could add to PayPal’s numbers.

Advertising 57

Advertising Startups Technology Investments 57

CFO News Room

DECEMBER 30, 2022

We also have a number of articles on investments: Fixed-income ETFs saw inflows this year, while their mutual fund counterparts experienced significant outflows, suggesting that the dominance of bond mutual funds could be eroding. by a staff member, or by an outside consultant. Bob Veres | Advisor Perspectives).

Planning 130

Planning Auditing Investments Securities 130

Barry Ritholtz

JUNE 6, 2023

And they do that for 35 years tweaking numbers I go you won, you won the game. You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget. Everybody hates the word budget. Everybody hates the word budget. I hate budgets myself. SETHI: Tell me.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

The Charity CFO

APRIL 25, 2024

As stated on their website, “Vermont Adult Learning’s mission is to create an innovative, inclusive, and equitable learning environment that provides personalized opportunities for education and career development for Vermont residents by building relationships, strengthening communities, and fostering lifelong learning.”

Nonprofit 52

Nonprofit Accounting CFO Auditing 52

CFO Talks

NOVEMBER 4, 2022

At the young age of 14 I had lost my father and I only had my mother and three other siblings, my mother provided for us, and she said to us that the only way you can improve yourselves is through studying, through getting an education and in that way improve your situation.

CFO 52

CFO Accounting Compliance Finance 52

CFO News Room

DECEMBER 1, 2022

” Or are you a little bit closer to me thinking that is just a ridonkulous number of people for my brain to keep track of? Carl: Well, unless you call Zoom technology, unless you call a content library technology, unless you call the ability to communicate real quickly technology. Carl: Well, yeah. It’s super interesting.

Technology 130

Technology Planning Investments Leverage 130

PYMNTS

JUNE 15, 2019

That represents a gain in ground for action and adventure travel — which in 2018 was only number 2 in the family-specific list tracked in Virtuoso’s Luxe Report. And if that sounds crazily young to be directing the annual vacation budget, according to Expedia , merely considering Gen Z’s influence is in fact starting too old.

Transportation 71

Transportation Prioritization Entertainment Education 71

CFO News Room

DECEMBER 27, 2022

But no sooner did I start helping people in this layoff situation, I realized, number one, you gotta have empathy. Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 5, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: DPL Partners launches a new advisor-matching solution to solve for the inbound demand of consumers increasingly seeking out a new crop of no-commission annuity products.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. SEIDES: That allows you to make charitable bets based on long-term educational beliefs. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. Less, 20, 30%? And — RITHOLTZ: What? So back in 2007.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO Leadership

SEPTEMBER 28, 2021

In that case, those numbers might look a lot like your preferred strategy — one that likely got mixed reviews from business colleagues. Our data indicates that as hard as leaders tried to clearly communicate priorities throughout the pandemic, those efforts have not always gotten everyone on the same page.

Finance 93

Finance Financial Planning and Analysis (FP&A) Leadership CFO 93

Barry Ritholtz

APRIL 25, 2023

And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. And so, I started to see, you know, what he’s done with his law school education. They just didn’t do that in big numbers back then. You could probably build a better communications strategy.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Compliance Investments Finance 61

CFO News Room

JANUARY 17, 2023

We find that the UVC (254 nm) caused dramatic increases in particle number concentrations, and nearly all (∼1000) monitored gas phase species also increased. This complicates the industry’s own metrics for telling the audience something is good, as box office numbers and awards seem to be losing meaning to consumers. Zeitgeist Watch.

Concentration 130

Concentration Economics Manufacturing Numbers 130