PYMNTS

SEPTEMBER 25, 2018

As it turns out, there may be a disconnect between what treasury professionals need in their day-to-day endeavor of cash management and what their service providers think they need. As a cash manager, it does change your work processes,” he told Webster. Some First Steps.

Treasury 55

Treasury Cash Management Securities Prioritization 55

E78 Partners

APRIL 13, 2023

To capitalize on these strategic choices, PE firms need to invest in a strong CFO office, personnel hires, processes and systems, and consider partnering with a transaction advisor to build a platform for successful roll-up strategies. E78 Partners offers finance and technology solutions for PE firms pursuing roll-up strategies.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JUNE 21, 2018

The report, written by Strategic Treasurer and sponsored by Bottomline Technologies and Bank of America, surveyed corporate treasurers, cash managers and CFOs about their key focuses for improving B2B payments. More than half noted that invoice and payment automation are also highly prioritized within their organizations.

Accounts Payable 44

Accounts Payable B2B Invoicing Prioritization 44

PYMNTS

OCTOBER 19, 2016

EIU and Deutsche found that 80 percent of the professionals surveyed hold significant levels of excess cash, causing treasurers to focus on either expanding or modifying their investment strategies as their way to more adequately gain control in a changing economic climate.

Treasury 70

Treasury Prioritization Economics Leadership 70

PYMNTS

MARCH 4, 2020

He said treasurers are interested in the prioritization of simplicity and usability over features, and integration and interoperability are top of mind. FinTech firms like Bottomline have invested in user experience (UX), user interface (UI), usability and, of course, data management. The Use Cases.

Banking 81

Banking Cash Flow Forecasting Forecasting Prioritization 81

PYMNTS

MARCH 28, 2016

The report found a 30 percent increase in the number of CFOs that said they plan to tighten their spending and investment ventures to remain profitable compared to last year — the largest year-to-year increase on the globe. Two-thirds said prioritizing cash flow is more important than it was in 2015.

CFO 40

CFO Economics Prioritization Cash Management 40

Strategic Treasurer

JANUARY 3, 2022

You know, the topics that will have the biggest impact in 2022 are those that already have kind of identified use cases for it really have already been prioritized by the treasurer. And I think that organization is going to place a really heavy emphasis on investing in cloud ERPs, and then getting the most out of those investments.

Treasury 52

Treasury Cash Flow Forecasting Forecasting Banking 52

CFO News Room

DECEMBER 26, 2022

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Another immediate way that advisors can help ease the impact of inflation for clients is to create a cash management strategy (i.e.,

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

SEPTEMBER 17, 2018

The notion of moving those funds faster between the bank accounts of those trading partners is driving a slew of innovation and investment across bank and non-bank network rails today. But all else equal, that’s not what treasurers and cash managers say they value the most today.

Invoicing 78

Invoicing Accounting Banking B2B 78

CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. TIPS are a type of U.S.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

NOVEMBER 19, 2022

cash management programs ). And one particular way advisors can help their clients avoid a nasty tax surprise at the end of the year is by managing the capital gains distributions from funds that they own. While SECURE 2.0 John Manganaro | ThinkAdvisor). Paying taxes is never a fun thing for clients.

Planning 130

Planning Leadership Healthcare Accounting 130