Future CFO

AUGUST 21, 2023

McDonald , senior director analyst in the Gartner Finance Practice , observes a profound shift in how finance teams work based on the accelerating use of AI to help them handle the increased complexity of their daily activities and become more productive. Given what we understand of Generative AI, is it a reliable tool today?

Finance 98

Finance Compliance Data Analysis Leverage 98

CFO News Room

DECEMBER 3, 2022

A client of Luis’s, let’s call him Charlie, a senior executive reporting directly to the CEO, was recently given feedback that despite his outstanding performance, his colleagues struggled to work with him. As consultants and executive coaches to high-performing executives, we see this frequently. Charlie isn’t alone in his struggle.

Problem Solving 130

Problem Solving Prioritization Planning Marketing 130

Future CFO

DECEMBER 5, 2022

The modern-day CFO is no longer just the custodian of a company’s financial operations providing leadership and focus to accounting and finance departments. In addition to ensuring the finance team operates efficiently, the CFO is also expected to ensure the company complies with applicable regulations and adheres to company policies.

CFO 98

CFO Profit and Loss Cash Flow Forecasting Leadership 98

PYMNTS

FEBRUARY 2, 2021

But advanced technologies can also be leveraged to help financial institutions (FIs) operate more efficiently, improving the end-to-end payments experience for their consumers. At a high level, the solutions can be harnessed to help consumers manage their finances in real time, quickening the time it takes for accounts to settle.

Forecasting 111

Forecasting Foreign Exchange Leverage Treasury 111

The Finance Weekly

APRIL 21, 2024

What CFOs are Capable of Doing? Communicate with clients, investors, senior management, and stakeholders. Collaborating with the finance and accounting team , CFOs anticipate the impacts of various operational choices. Luca talked about a significant increase in operating cash flow and how they're rewarding shareholders.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

Nerd's Eye View

JANUARY 17, 2023

Matt is the founder & CEO of PFI Advisors, a consulting firm based out of Redondo Beach, California, that assists wirehouse advisors with the operational transition support they need to break away, and trains and consults with the COOs – the Chief Operating Officers – of independent RIAs to better build their own infrastructures, processes, (..)

Planning 52

Planning Technology Investments 52

PYMNTS

APRIL 23, 2020

One bank working to ensure its in-branch systems match its online capabilities is Cleveland, Ohio-based KeyBank , which operates 1,197 branches across the country and handles more than $137 billion in assets. We don’t think about digital just as a client-facing tablet,” Warder explained. “We’re Knowing the Customer.

Banking 90

Banking Prioritization Forecasting Communication 90

Adam Kae

JANUARY 5, 2024

Fear not, as we embark on this guide together, shedding light on the nuances of intelligent borrowing. A client once believed immediate borrowing was the solution, but after a thorough evaluation, we discovered optimizing internal processes and cash flow proved more beneficial, saving them from unnecessary debt.

CFO 52

CFO Marketing Forecasting Securities 52

PYMNTS

MAY 13, 2020

The last few weeks have been busy for Paytronix, as hundreds of clients have all decided that the time is now to double down on digital capabilities — and to enable their clients to feel safe while they shop. And we can modify our system fast. Reaching out to loyal customers is key.

Technology 100

Technology Securities Sales Numbers 100

PYMNTS

DECEMBER 5, 2019

Pablo Kenney, Zendesk’s director of product strategy and operations, recently spoke with PYMNTS about how recurring payments are essential to the firm’s work: assisting other companies in managing customer service. We are in the business of customer service, and, fundamentally, that is the business of relationships,” Kenney said. .

Foreign Exchange 89

Foreign Exchange Currencies Communication Budgeting 89

Nerd's Eye View

MARCH 7, 2023

Yonhee is a Principal and the Chief Operating Officer of JMG Financial Group, an independent RIA based in Chicago, Illinois, that oversees nearly $5 billion in assets under management for close to 1,500 client households. My guest on today's podcast is Yonhee Choi Gordon.

Problem Solving 52

Problem Solving Leadership Planning Accounting 52

E78 Partners

JULY 13, 2023

Data-driven IT due diligence refers to the systematic process of evaluating and analyzing the technology infrastructure, systems, and capabilities of a target company before making an investment or acquisition. IT Due Diligence with E78 Partners At E78, we understand that due diligence is not a one-size-fits-all approach.

Compliance 52

Compliance Leverage Technology Investments 52

Barry Ritholtz

FEBRUARY 21, 2023

If you recall pre-pandemic, we had started doing these live events. The first one was with Ray Dalio, and then we did one with Howard Marks, and then everything closed down and we kind of put it on hiatus. So let’s talk a little bit about what we have going on right now. How’s it going?

Leadership 106

Leadership Investments Profit and Loss Technology 106

PYMNTS

JANUARY 13, 2021

Citi has named Shahmir Khaliq as its new head of Treasury and Trade Solutions (TTS), according to an internal memo from Paco Ybarra , global head of Citi’s Institutional Clients Group (ICG), which noted that the appointment is effective immediately.

Treasury 52

Treasury Education Cash Management Economics 52

CFO Leadership

OCTOBER 18, 2023

Until a few months ago upon the public release of ChatGPT, most of us considered the notion of a human-like artificial intelligence like the HAL supercomputer in the movie 2001, or Data, the AI-powered android from Star Trek , something we were unlikely to see in our lifetimes. LLMs have demonstrated remarkable capabilities.

Finance 52

Finance Accounting Auditing IFRS 52

PYMNTS

APRIL 10, 2020

“In times of uncertainty, it’s important that we help our clients mitigate risk by offering flexibility, redundancy and resilience,” Ryan Frere, executive vice president, global payments at Flywire , told PYMNTS. Our role at Flywire is to help them do this with minimal disruption to their business.

Healthcare 60

Healthcare Education Securities Planning 60

PYMNTS

NOVEMBER 26, 2020

Companies are making significant changes during the COVID-19 pandemic as they work to move past its disruptions and restore smooth operations. Business-to-business (B2B) payment practices are undergoing some of the most notable shifts as corporate buyers and sellers seek new transaction methods and tools to help them pay and be paid quickly.

Invoicing 67

Invoicing B2B Accounts Payable Reconciliations 67

PYMNTS

OCTOBER 8, 2020

As cloud technologies emerge to help financial institutions (FIs) drive digital innovation, Finastra has introduced its Fusion Payments To Go offering for small and medium-sized banks. By adopting Vault, we unlock new possibilities to deliver a seamless banking experience that will inevitably help us reach more customers.”. “By

Technology 120

Technology Banking Startups Finance 120

Centage

JULY 5, 2023

As a business leader, while you’ve probably heard the term SaaS (Software as a Service), you may not fully understand what SaaS for finance teams means and how it can enable you to run your company more efficiently and effectively, and ultimately help you grow your business. One of the virtues with SaaS is that it’s scalable.

Finance 98

Finance Budgeting Forecasting Business Analytics 98

PYMNTS

JUNE 22, 2020

Most of its biggest clients are under non-disclosure agreements. In addition, wide-angle cameras from the cart map the store in real time and collect powerful insights to help stores boost sales and streamline operations. The company has also developed technology that can help eCommerce grocery sales.

Retail 85

Retail Technology eCommerce Sales 85

Collectiv

JUNE 13, 2023

As an example, one of our nonprofit clients needed help fact-checking data in a pivotal local election by holding up leaders’ claims to their actions. Using Power BI, our client created a webpage where voters could easily visualize data from the state’s database without any advanced data know-how.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

Adam Kae

MAY 30, 2023

Today, we delve into the captivating realm of financial automation and explore how it can revolutionize the way we manage our agency's finances. As the digital landscape continues to evolve at an unprecedented pace, it becomes crucial to optimize our operations and streamline financial processes.

Marketing 52

Marketing Invoicing CFO Reconciliations 52

CFO News Room

NOVEMBER 15, 2022

In the 1970s and eighties, psychologists Daniel Levinson and Kathy Kram detailed how the best mentors empower young professionals to forge their identities and realized their dreams, and that this often fulfilled a deep-seated motivation for those mentors to help others. She wrote the HBR article, “How to Do Sponsorship Right.”

Investments 130

Investments Budgeting Construction Planning 130

https://trustedcfosolutions.com/feed/

DECEMBER 27, 2020

While there are many reasons to use the 4-week system operationally , the reason it’s not used usually comes from a disconnect between operations and the accountants. . Our mission at Trusted CFO Solutions is to help drive the performance of our clients’ businesses (i.e. Here are the obstacles we face in our mission.

CFO 62

CFO Reconciliations Accounting Sales 62

PYMNTS

NOVEMBER 19, 2020

Payments Canada President and CEO Tracey Black said RTR will help both businesses and consumers drive long-term economic growth. In an expansion of its Track Business Payment Service , Mastercard has announced account-to-account (A2A) capabilities to enable businesses to more seamlessly pay their suppliers with a choice of payment rail.

B2B 104

B2B Reconciliations Risk Management Compliance 104

VCFO

MAY 19, 2023

These oversights often stem from confusion about the rules that govern the R&D Tax Credit or a belief that the credit is not applicable to one’s operating activities for one reason or another. This involves establishing the capability or method applied in the activity. They were unaware of their eligibility for the credit.

General Ledger 71

General Ledger Startups CFO Finance 71

PYMNTS

SEPTEMBER 3, 2020

Businesses are understandably following suit, adjusting their operations to cater to customers’ growing preferences for digital-first everything. They also offer the flexibility to tweak payment operations without fundamentally altering their supporting infrastructure. “I Rethinking The Basics: Cloud-Based Platforms.

eCommerce 77

eCommerce Leverage Entertainment Education 77

PYMNTS

JANUARY 14, 2020

Businesses tap myriad digital solutions and contract with numerous companies to keep their operations’ finances running smoothly. Today’s financial institutions (FIs) no longer need to worry about solely addressing all their clients’ financial-related needs, however. Leveraging APIs For a More Convenient Workflow.

Cash Management 52

Cash Management Invoicing Accounting Leverage 52

Bramasol

MARCH 31, 2023

We saw a steady stream of booth traffic, great questions about our demos, excellent audience interaction at John Froelich's presentation on " Powering Digital Transformation with SAP Quote-to-Cash", and lots of sidebar conversations at lunches, dinners and on the show floor.

SAP 86

SAP Compliance Invoicing B2C 86

VCFO

DECEMBER 3, 2021

This post was co-authored by Cristina Silingardi , Vice President with vcfo , and Donna Zinsmeyer , Director of Operations with vcfo. As we have celebrated our 25 th anniversary this year, we have also looked back at leadership practices that helped to make it possible. When employees seek answers to “what should I do?”

Leadership 60

Leadership Prioritization Communication Finance 60

Finvisage

AUGUST 29, 2022

Just when we thought that recovery from the supply-chain disruptions of the pandemic were on the horizon, shocks emanating from the Russia-Ukraine war and covid-lockdowns in China continued to sustain supply shortages. So how can companies get out of this sticky situation? It’s almost as if their worst nightmare has come true.

Treasury 52

Treasury Risk Management Banking Economics 52

PYMNTS

NOVEMBER 24, 2020

They’ve been forced to redesign their operations around digital services nearly overnight in response to shutdowns, he said, but face the real possibility that they’ll be driven out of existence by mega-digital players like Amazon or DoorDash. That’s why we jumped in.”. How To Build A New Type Of Subscription.

Sales 102

Sales Numbers Retail 102

Centage

DECEMBER 15, 2022

Business moves at a fast clip, whether during times of economic expansion or times of uncertainty like we are experiencing today. That means a company’s functional heads – VP of Sales, Customer Care, Operations – also need the ability to run reports that monitor how their departments are performing. Powerful Analytics.

Financial Reporting 98

Financial Reporting Financial Planning and Analysis (FP&A) Forecasting Profit and Loss 98

PYMNTS

SEPTEMBER 29, 2016

As Apple’s iPhone shows signs of maturation, the company has forged a partnership with Deloitte and plans to provide consulting services to clients through an initiative called EnterpriseNext, according to Reuters. CEO of Apple Tim Cook said: “IPhone and iPad are transforming how people everywhere get work done. ”

SAP 67

SAP Sales Investments Planning 67

PYMNTS

JUNE 26, 2020

It’s required lots of on-the-spot innovation as firms had to massively rethink their operations from the ground up. Among the trends that have impressed Helekar has been the rapid shift across the payments and technology sector to help SMBs make digital pivots rapidly, but in a way stable enough to support small businesses over time.

eCommerce 70

eCommerce Practice Management Economics Investments 70

PYMNTS

JULY 8, 2020

“It is one of the key components of our scale strategy in terms of how we want to differentiate and provide value to our customers around the world,” Jha said. Additionally, AI is combined with the power and capabilities of NuData, Mastercard’s biometrics and behavioral analysis firm, to spot fraud.

Credit Risk 109

Credit Risk Risk Management Economics Securities 109

The CFO College

APRIL 8, 2021

Being your own boss, working your own hours, hand-picking your clients and your rates, taking actual vacations and spending more time with your family… this is the dream, right? At CFO Bookkeeper, we use “VIP” to refer to “Valuable Expert, Instructor, Participant.”

CFO 52

CFO Benchmarking Tax Planning Accounting 52