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.

CFO 52

CFO Leadership Budgeting Finance 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

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

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

E78 Partners

SEPTEMBER 14, 2023

To guarantee they remain on the right course, having a solid plan and budget in place is paramount for ensuring success. Business Planning and Budgeting (BP&B) is a strategic, operational, and financial management process that organizations use to plan, allocate resources, and manage their business performance effectively.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Financial Modeling Benchmarking 52

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

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 69

Nonprofit Finance CFO Compliance 69

E78 Partners

JULY 19, 2023

This entails developing a well-crafted plan and budget for 2024, which serves as a critical foundation for success. Effective Resource Allocation: A well-crafted plan and budget for 2024 empower organizations to allocate their resources effectively.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Budgeting 52

Jedox Finance

JANUARY 13, 2023

Increasing efficiency in an organization’s planning, budgeting, and forecasting processes is a key component of financial planning software, according to Gartner. To that end, finance leaders can prioritize solutions that facilitate faster data integrations through prebuilt connectors and offer an intuitive user experience to drive adoption.

Planning 52

Planning Prioritization Forecasting Budgeting 52

E78 Partners

APRIL 13, 2023

Integration Management: We will deploy our playbook, proven processes templates and tools led by successful M&A experts along with our synergy tracking framework to prioritize KPIs, all supported with the functional expertise to drive a successful deal.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

DECEMBER 17, 2023

Of course, career paths are seldom linear, and indeed Chambers’s CFO appointment at RealNetworks would arrive only after a 3-year stint as an FP&A leader with Rosetta Stone and two more as a planning and budgeting executive at the Bill and Melinda Gates Foundation. “I ” –Christine Chambers, CFO, PetMeds jb PetMeds | www.1800petmeds.com

CFO 52

CFO Healthcare Leadership Prioritization 52

Spreadym

JULY 21, 2023

Leadership and Culture Digital transformation requires strong leadership support and a culture that embraces change and innovation. Prioritize Projects Identify and prioritize the digital initiatives based on their potential impact and alignment with the defined vision and strategy.

Finance 52

Finance Prioritization Compliance Leverage 52

Spreadym

AUGUST 17, 2023

Financial reporting dashboards can be used by various departments within an organization, including finance, operations, sales, marketing, and executive leadership. The choice of tool depends on factors such as the organization's size, industry, budget, and specific reporting requirements.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 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

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

Centage

JULY 12, 2022

This includes a variety of leadership and consulting roles in the buy-side investment and compliance industries such as Thomson Reuters, SS&C, and Citisoft Inc, working with clients including State Street, Invesco, and Bank of America. Depending on the problem we are trying to solve, these teams may overlap.

Compliance 52

Compliance Budgeting Prioritization Data Analysis 52

PYMNTS

APRIL 5, 2016

” “Companies are focusing on cost reduction across the enterprise, and this is clearly an area where finance can take a leadership role,” O’Connor, principal and finance advisory practice leader, said in a statement announcing the release of the report. 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

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. 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. What does this all mean?

Financial Planning and Analysis (FP&A) 40

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

Onplan

JANUARY 12, 2022

To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. To persuade your leadership team, you need to answer questions in real time.

Financial Planning and Analysis (FP&A) 89

Financial Planning and Analysis (FP&A) Planning Forecasting Prioritization 89

Barry Ritholtz

FEBRUARY 21, 2023

BUCKLEY: I think it’s one huge lesson for us, and it’s brought out in our leadership team. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. You’d hope for information ratio, but you have a bigger risk budget or standard deviation.

Leadership 106

Leadership Investments Profit and Loss Technology 106

Onplan

JANUARY 12, 2022

To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. To persuade your leadership team, you need to answer questions in real time.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Prioritization 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

Future CFO

AUGUST 3, 2021

For example, zero-based budgeting used by our team members to see a substantial reduction in all costs including fixed costs in all areas,” said Mungad. Companies needed to prioritize the forecast components, to figure out what was more volatile. So, they can create efficiencies, even though they were asked to do more.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 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

CFO Thought Leader

APRIL 15, 2024

Somewhat related to this, we need to improve the reporting that we’re doing out to the business units and give them budgets on a more consistent cadence. Thus, we want to make sure that we’re handling this as optimally as possible.

CFO 52

CFO Investments Concentration Restructuring 52

Jedox Finance

JULY 23, 2020

Numerous project applications, approvals, budget and resource allocations, and the monitoring of the success of projects and portfolios regularly push program managers to their limits. Inadequate prioritization of projects or lack of allocation to portfolios. This ensures traceability for project approvals and project prioritization.

Prioritization 52

Prioritization Budgeting Communication Planning 52

Barry Ritholtz

NOVEMBER 14, 2023

I had been watching PGIM, I had been watching their reputation and their brand grow exponentially under David Hunt’s leadership. CEOs have to manage people, they have to manage budgets. And I often need to change my leadership style. It’s by the author of No Bull Leadership. I was really excited about it.

Math 52

Math Leadership Investments Entertainment 52

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

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

PYMNTS

OCTOBER 23, 2020

It dictates that agencies should prioritize AI when determining R&D projects and make data transparent to AI experts. leadership in the field. AI leadership is a priority as Washington and Beijing compete for technological domination. . budget proposal includes $1.5 It also urges AI-related education. The 2021 U.S.

Leadership 104

Leadership Prioritization Budgeting Education 104

The Charity CFO

MARCH 2, 2022

A couple things actually, number one, that we’ve alluded to transition in leadership. I mean, I think there are budgets about 6 million a year for many of you out there hearing we, well, you know, I’m a small organization and I have all these problems that I’m alone because I don’t have more money.

Nonprofit 98

Nonprofit Auditing Reconciliations Accounting 98

The Finance Weekly

JULY 31, 2023

He brought over 14 years of finance leadership experience from renowned firms like PWC and Tails across multiple countries. His expertise spans financial analysis , budgeting, business partnering, financial storytelling, excel, and audit. Finance and accounting teams should prioritize their focus on preparing for what lies ahead.

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

Barry Ritholtz

OCTOBER 3, 2023

00:20:43 [Speaker Changed] So prior to that, have you had any management experience or leadership experience that’s a big raucous floor, and I would imagine that desk was, was a handful to deal with. There’s ways around that during reconciliation for budget bills and things like that. I can’t make money.

Marketing 106

Marketing Treasury Banking Profit and Loss 106