article thumbnail

991: Transforming Investment Wisdom Into Management Strategy | Jeff Bray, CFO, Semperis

CFO Thought Leader

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. CFOTL: Tell us about Semperis … what does this company do, and what are its offerings today?

CFO 52
article thumbnail

How to Prevent Burnout in Your Nonprofit

The Charity CFO

In addition to communication, you can help reduce burnout by prioritizing employee wellness and mental health. 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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Financial Planning for Efficient Financial Management

Spreadym

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. Understanding CLV can guide customer retention and marketing strategies.

article thumbnail

Where Is Tech Going in 2023?

CFO News Room

While boards may be preoccupied with flattening or reduced investment in IT budgets, they need to keep energies focused on the risks and opportunities in this big shifts. Doing this requires the board to prioritize budget for upgrading IT foundations that enable speed, security, resiliency, and reusability.

Budgeting 130
article thumbnail

#FA Success Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals, With Ramit Sethi

Nerd's Eye View

What's unique about Ramit, though, is how he literally wrote the book (and subsequently launched an online educational platform and brand) on how consumers can not just learn more about their finances but change their financial behaviors, without focusing on a budget or setting retirement savings goals, and instead helping them focus their money more (..)

article thumbnail

Driver-based planning: the best of basics

Spreadym

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

article thumbnail

Planful vs. Datarails

The Finance Weekly

Encompassing tasks such as analyzing financial data, creating budgets and forecasts, managing accounting processes, and ensuring tax adherence and regulatory compliance, these advanced solutions empower finance teams to concentrate on strategic decision-making and higher-value tasks. What is Datarails’, FP&A Genius?