CFO Talks

MARCH 14, 2024

This follow-up article delves into how CFOs can effectively manage their diverse responsibilities, from prioritizing tasks to fostering innovation and leading their companies through transformational change. As organizations face new challenges and opportunities in a changing world, the role of the CFO will continue to expand and evolve.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Strategic Treasurer

MAY 23, 2022

Congratulations, you have done your hard work to gather resources, line up your teams, plan your budget, complete your RFP process and select the perfect fit solution for your company. Insufficient budget. But then technology implementation turns out to be the best example of Murphy’s Law: There’s more customization than you thought.

Treasury 52

Treasury Technology Prioritization Budgeting 52

CFO Simplified

MARCH 11, 2024

This is a low hanging fruit and quick hit with lots of leverage. Clear performance metrics and goals should be defined, aligned with each of the company’s strategic objectives, and prioritized so not only the right “ingredients” are chosen but the whole “recipe” works together. Incentive Plans. Health and Welfare Plans.

Communication 52

Communication Prioritization Leverage Healthcare 52

The Finance Weekly

MAY 5, 2024

This plan covers everything from activities and target markets to budget, resources, and market positioning. Ensuring that the budget is in line with these elements to meet set objectives is equally important. Enhances the organization's overall operational effectiveness through recruitment, education, and managing skills.

Planning 52

Planning Sales Forecasting Strategic Planning 52

CFO News Room

DECEMBER 20, 2022

So, there were one-on-one meetings, and then there were group education meetings. And so, I felt like how I grew was by the more that I learned, the more I was able to educate people on. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. The final 13% of those surveyed identified as “Laggards”, working at firms that do not make technology a priority or leverage what they already have.

Planning 130

Planning Auditing Investments Securities 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