CFO Share
AUGUST 8, 2023
They can offer high-level strategic advice or tactical cash management without the full-time cost, making them an attractive option for businesses looking to economize without compromising on financial leadership. 5. Communicate Regularly Transitioning CFO duties shouldn’t be chaotic.
PYMNTS
OCTOBER 1, 2020
Beyond the particulars of check disbursements or ACHs (and the detailed instructions that accompany any payment between buyer and supplier), Disque said automating payments into enterprise resource planning (ERP) or cash management functions (thus eliminating manual touchpoints) are especially beneficial in a remote working environment.
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CFO News Room
DECEMBER 26, 2022
Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.
CFO News Room
NOVEMBER 5, 2022
Among other restrictions in the proposal, only one broker would be permitted to work at each RSL, the broker would not be allowed to meet with clients or handle securities or funds at the location, and the broker would be required to use the parent firm’s electronic communication system.
CFO News Room
NOVEMBER 26, 2022
Often, current homeowners (perhaps afraid that their home values will fall amid new housing supply) push back against permitting reform that would allow for new, and denser, construction. Amid this thorny policy debate, advisors can help clients navigate this challenging housing environment.
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