CFO Leadership

MAY 31, 2023

Survey: Executives Optimistic Despite Financial Disruption, Prioritizing Technology Adoption to Combat Talent Shortage As we near the halfway mark of 2023, the overwhelming theme throughout the year has been uncertainty. Economists continue to speculate on the possibility and severity of a recession.

Prioritization 95

Prioritization Technology Leadership Data Analysis 95

CFO News Room

NOVEMBER 13, 2022

But more importantly, marketers know from experience that when the economy turns, their budget is an easy target. During the pandemic, we saw numerous productive marketing advances, many of which were long overdue — from more agile budget allocation to accelerated digital transformation connecting marketing and e-commerce.

Budgeting 130

Budgeting Marketing Math Advertising 130

E78 Partners

JANUARY 28, 2025

Prioritize Critical Workstreams: focus pre-close planning activities, such as cultural alignment, change management preparation, and technology integration planning. Optimize Budget Use: Conserve resources to extend support through prolonged timelines without exceeding budgets.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Communication Prioritization Leadership 59

E78 Partners

JUNE 12, 2025

They centralize finance and HR, modernize IT systems , renegotiate vendor agreements, and apply zero-based budgeting to evaluate spend from the ground up. Firms that prioritize this from the outset build more resilient, scalable operations. Private equity firms that prioritize execution, not just strategy, see stronger outcomes.

Prioritization 52

Prioritization Accounts Payable Leadership Budgeting 52

CFO Thought Leader

DECEMBER 10, 2024

These are the three Ps that guide CFO Zach Johnsons data-driven approach to financial leadership. ” Zach Johnson, CFO, Cribl CFO Playbook: Prioritizes holistic metrics (like Rule of 40) to balance growth and profitability. These are the three Ps that guide CFO Zach Johnsons data-driven approach to financial leadership. []

CFO 52

CFO Leadership Prioritization Auditing 52

The Charity CFO

MARCH 13, 2025

Implement a Strict Conflict of Interest Policy Every nonprofit should require board members and key leadership to disclose conflicts of interest annually. Master Your Budgeting Process Know exactly what your grants and funding coverand what they dont. Misallocating funds can lead to compliance violations and loss of trust from funders.

Nonprofit 52

Nonprofit Auditing Compliance Leadership 52

CFO Dive

JUNE 17, 2025

With more C-suite, investor and board-level focus on AI and bigger budgets supporting the efforts, technology leaders are under pressure to get the formula right, from picking a scalable, beneficial use case to tracking its success post-deployment. That qualitative-quantitative balance is something that we really focus on here.”

CFO 139

CFO SAP Manufacturing Restructuring 139

E78 Partners

MAY 14, 2025

IT Cost Optimization: Streamlining for Efficiency In recent years, technology budgets have risen significantly, making cost optimization a critical focus for private equity firms. By prioritizing technology, PE firms can achieve operational excellence and thrive in a dynamic landscape.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Technology Valuation Prioritization 59

CFO Thought Leader

OCTOBER 15, 2024

Revvity CFO Max Krakowiak emphasizes three core areas of focus at Revvity: improving budgeting processes, optimizing working capital performance, and increasing internal investment. Recognizing the inefficiencies of static budgeting, he aimed to create flexibility for unexpected needs throughout the year.

Budgeting 52

Budgeting Planning Prioritization CFO 52

CFO Talks

APRIL 8, 2025

He reflects on the challenges he has faced, the leadership lessons he has learned, and his vision for the future, including a potential transition from CFO to CEO or consultant. These accolades reinforced my commitment to sustainable finance, transparency, and ethical leadership. How do you handle professional challenges?

CFO 52

CFO Leadership Auditing Finance 52

E78 Partners

JUNE 16, 2025

Common reasons mergers and acquisitions fail include: Inadequate Integration Planning: Without a comprehensive roadmap that aligns with the deal thesis, organizations struggle to prioritize, sequence, and resource integration activities. Let’s say a mid-sized manufacturer acquires a bolt-on supplier to consolidate operations.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Leadership Profit and Loss Communication 52

E78 Partners

SEPTEMBER 9, 2024

Under these pressures, one aspect often underestimated is the power of strategic budget planning. For executives in portfolio companies, understanding the nuances of effective budget planning is crucial. A tailored budget plan can empower private equity-backed companies to meet and exceed their financial objectives.

Budgeting 59

Budgeting Planning Financial Modeling Forecasting 59

CFO Strategic Partners

APRIL 14, 2025

5 Reasons to Prioritize Financial Literacy Poor financial literacy negatively impacts overall business performance, financial decision-making, fundraising, M&A, and much more. Spend – Do you have a well-developed budget that directs your spending every month? Latest insights Leadership 05.29.25 Contact us today.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

The Charity CFO

FEBRUARY 12, 2025

In reality, her research has shown no correlation between an organization’s size/budget and their capacity for impact measurement. The number one factor predicting success in this area is the willingness and commitment of leadership to prioritize impact measurement.

Nonprofit 52

Nonprofit Leadership Communication Prioritization 52

CFO Leadership

MAY 31, 2023

Survey: Executives Optimistic Despite Financial Disruption, Prioritizing Technology Adoption to Combat Talent Shortage As we near the halfway mark of 2023, the overwhelming theme throughout the year has been uncertainty. Economists continue to speculate on the possibility and severity of a recession.

Prioritization 52

Prioritization Technology Leadership Data Analysis 52

CFO Talks

NOVEMBER 11, 2024

She is driven to deepen her expertise in digitalization, AI, and machine learning , applying them to improve financial wellness and business efficiency and aims for international leadership roles that contribute to the economic development of Africa and values cross-disciplinary collaborations for impactful projects.

CFO 52

CFO Leadership Problem Solving Communication 52

Future CFO

DECEMBER 10, 2024

However, three quarters of finance respondents said they are more focused on downside risk and cost containment in their scenario planning for 2025 budgets." Alternatively, use any unallocated funds set aside during the annual budgeting process to support growth investments as needed.

Economics 52

Economics Budgeting Prioritization Investments 52

E78 Partners

SEPTEMBER 9, 2024

Download our free budget planning checklist For private equity firms, success isn’t just about acquiring companies; it’s about transforming them. Under these pressures, one aspect often underestimated is the power of strategic budget planning.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

CFO Thought Leader

JANUARY 21, 2025

Instead of issuing rigid edicts, she prefers open dialogue, ensuring different teams see budgets as tools for smarter decisions rather than constraints. Prioritizes business goals and human factors before imposing finance solutions. Embraces imperfection and rapid iteration over rigid, perfect processes.

CFO 52

CFO Finance Prioritization Leadership 52

The Charity CFO

OCTOBER 28, 2024

Investing in Employee Development Despite budget constraints, Tiffany emphasized the importance of investing in employee development. By prioritizing HR and working with experienced professionals, nonprofits can protect their organizations, support their employees, and focus on fulfilling their missions.

Nonprofit 59

Nonprofit Budgeting Compliance Prioritization 59

CFO Talks

NOVEMBER 20, 2024

I then prioritize tasks and break down the challenge into manageable steps. Start with deepening your understanding of financial planning and analysis, budgeting, and forecasting to support data-driven decisions. Smith Share your favorite leadership lesson. My favorite leadership lesson is the importance of leading by example.

CFO 52

CFO Prioritization Leadership Communication 52

Embark With Us

MARCH 20, 2025

Inconsistent data can lead to inaccurate or flat-out incorrect conclusions, affecting everything from budgeting to strategic planning. Alternatively, consistent and reliable data breeds: Improved Decision-Making : Consistent data allows leadership to make informed decisions quickly.

Healthcare 52

Healthcare Auditing Compliance Leadership 52

CFO Simplified

MARCH 27, 2022

not receiving funding when expected) and then factoring them into the business’ budget. Risk Management and Leadership. Prioritize the People. When it comes to contingency planning, a company starts by identifying potential risk factors and delays (i.e. The benefit? A CFO knows a business’ financials better than anyone.

CFO 98

CFO Planning Risk Management Prioritization 98

The Finance Weekly

OCTOBER 13, 2022

Datarails, Vena, and Workday, leaders in the large and competitive field of FP&A software, all won multiple awards in the employee salary, benefits, and leadership categories. 6) Best leadership teams. Three FP&A solution companies scored big in this year’s company awards given out by job hunting website Comparably.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Leadership Budgeting Forecasting 98

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

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 Forecasting CFO 52

Bramasol

FEBRUARY 18, 2025

Project Management Skills An SAP consultant often plays a key role in managing projects, ensuring that implementations stay on track, within budget, and aligned with business needs. This requires a strong customer-focused mindset, where the consultant prioritizes the clients goals over technical preferences.

SAP 61

SAP Problem Solving Communication Accounting Standards 61

The Finance Weekly

DECEMBER 5, 2023

Strategic Leadership Given the rapid transformation of business models, especially with the ongoing green energy shift and the , pervasive XaaS trend , CFOs play a crucial role in guiding strategic discussions within their companies. CFOs should prioritize building agility and resilience in all company endeavors to adapt effectively.

Financial Planning and Analysis (FP&A) 52

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

Global Finance

OCTOBER 15, 2024

McKinsey, a consultancy firm, found that 70% of banks’ tech budgets are spent on maintaining core systems, limiting their ability to quickly respond to emerging threats and innovate to meet changing customer needs. Research from Infosys shows that AI and cybersecurity account for nearly 60% of bank tech budgets.

Budgeting 64

Budgeting Securities Leadership Banking 64

VCFO

JUNE 29, 2023

They also rely on the CFO’s leadership, providing up to date communication, and accurate financial reporting. A fractional CFO comes with extensive finance leadership experience that enables them step in and prioritize triage to close gaps and bring stability when a full-time CFO isn’t in place.

Nonprofit 67

Nonprofit Finance CFO Compliance 67

CFO Thought Leader

DECEMBER 1, 2023

Planning Ace CFO Charlie Kevers of Carta underscores AI’s impact on manual tasks, reshaping organizational charts to prioritize higher-level thinking. www.planful.com The post Ep 29: FP&A: The Silo Buster appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

OCTOBER 16, 2024

From fiction as a mental escape to deep dives into leadership, health, and emerging technologies, CFOs featured on the CFO Thought Leader podcast in September shared a diverse range of book recommendations. He appreciates how the book offers practical techniques to organize tasks, prioritize effectively, and maintain focus.

CFO 52

CFO Leadership Prioritization Strategic Planning 52

CFO Thought Leader

JULY 28, 2023

The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately.

Leadership 52

Leadership CFO Budgeting Finance 52

The Charity CFO

JUNE 27, 2024

Leading a nonprofit organization isn’t just about passion–it’s about effective leadership. Build Strong Leadership Foundations You can’t effectively lead an organization–or a team–if you don’t have clear goals, missions, or plans for it. Additionally, the Board, in conjunction with leadership, develops a strategic plan.

Nonprofit 52

Nonprofit Leadership Strategic Planning Communication 52

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

Spreadym

AUGUST 25, 2023

Budget Considerations: Headcount planning must be in line with the organization's budget. Budget Allocation: The budget available for recruiting, onboarding, training, and compensation. Effective Budgeting : Integrating headcount planning with the corporate budgeting process helps allocate resources more effectively.

Planning 52

Planning Budgeting Forecasting Leadership 52

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).

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Nonprofit Leadership Investments CFO 92