CFO Talks

MARCH 14, 2024

Beyond the Basics: 7 Key Focus Areas for New CFOs 1. Introduction to the Evolving Role of the CFO In our previous discussion, we outlined the critical first steps a newly appointed CFO should take to establish a solid foundation within their organization. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 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. They play a crucial role in improving transparency, communication, and collaboration among teams by providing a centralized platform for accessing and interpreting financial data.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

The Finance Weekly

APRIL 27, 2022

Finance leaders can and should take a leadership role cultivating their company’s ethical competencies and addressing its unique challenges. Doing so as a CFO requires the following actions: 1. Additionally, the CEO, CFO, and other C-suite members must lead by example to ensure consistency between their actions and their expectations.

Leadership 52

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

VCFO

JUNE 29, 2023

How Cracks in Nonprofit Finance & Compliance Creep In Nonprofit CEOs rely on their organization’s CFO to provide sound fiscal management, ensure full compliance, and be strategic partners. A CFO will evaluate financial performance, and bring attention to potential issues. Nonprofit CEOs and boards can’t be everywhere all the time.

Nonprofit 68

Nonprofit Finance CFO Compliance 68

CFO Simplified

APRIL 19, 2023

Strategic Leader Development – A process that promotes ongoing leadership development for talent within the organization. Leadership succession becomes too emotional and too easy to postpone until it can’t be postponed anymore. The owner’s wife, who had not been involved in the business, assumed the leadership role.

Planning 52

Planning Leadership Communication Nonprofit 52

The Finance Weekly

FEBRUARY 8, 2023

The past month has seen a flurry of , CFO moves , indicating these executives' critical role in steering organizations toward stability and success. With this in mind, it's important for CFOs to stay ahead of the curve and adapt to , new trends and , challenges. Holscott previously served as CFO at Warner Media.

CFO 52

CFO Prioritization Finance Communication 52

CFO News Room

JANUARY 13, 2023

Communication is a key function for think tanks, which are typically focused on disseminating findings on complex issues to diverse audiences. Similar to other archetypes, Field Builders rely on a robust communications function. Designers leverage internal expertise to design programs and approaches.

Prioritization 130

Prioritization Communication Leverage Leadership 130

CFO News Room

NOVEMBER 13, 2022

Build a tight relationship with your CEO and CFO. Leaders under economic pressure will likely prioritize short-term measures of growth, so there will be a bias toward marketing tactics with a clearer return on investment, such as search, social, and e-commerce.

Budgeting 130

Budgeting Marketing Math Advertising 130

CFO Leadership

OCTOBER 10, 2023

Create and communicate a well-defined plan for how you intend to bring advanced AI tools into your organization and use them for transformation. The post Preparing Your Finance Organization for the New Era of AI first appeared on CFO Leadership. Learn more about how we can help you achieve your business goals today.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

CFO News Room

DECEMBER 16, 2022

The leadership challenge of reframing essential jobs from tasks perceived as menial to positions full of meaning can be overcome by designing roles with greater purpose.  For frontline roles, flexible scheduling to accommodate family, health, and travel can demonstrate caring leadership. Build community and camaraderie.

Leadership 100

Leadership Communication Prioritization Transportation 100

The Charity CFO

MAY 8, 2023

To achieve this, nonprofit organizations should prioritize transparency, authenticity, and accountability in their fundraising efforts. Regular communication with donors is imperative to support the efforts toward individual giving. The most successful events prioritize engagement and relationship-building. Get the free guide!

Nonprofit 52

Nonprofit Prioritization Communication Planning 52

The Charity CFO

JULY 10, 2022

The Executive Committee handles time-sensitive issues that come up between meetings and prioritizes the agendas for meetings of the full board of directors. Communication Committee. Communications. But your organization is also making a big commitment to work under that person’s leadership for a few years.

Nonprofit 97

Nonprofit Auditing Communication Risk Management 97

The Finance Weekly

SEPTEMBER 22, 2022

Coming to the CFO and management with concrete data about a way to save time is every manager’s dream. 3) PPP- Prioritize partnering & preparation. Many finance professionals prioritize either partnering or preparation, but to get the best results, you need to do both. 5) Get down to the action plan.

Forecasting 98

Forecasting Prioritization Finance Investments 98

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. Our proven, on-demand leaders have worked as CFOs, CEOs, COOs and CIOs across a range of industries.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

JULY 31, 2023

Open communication within the organization guarantees that conflicts are managed appropriately, helping to uphold the nonprofit’s mission and maintain the confidence of donors, beneficiaries, and the public. The post Conflicts of Interest: Why it’s Important and How Often it Should be Done appeared first on The Charity CFO.

Nonprofit 52

Nonprofit Prioritization Compliance Accounting 52

CFO News Room

DECEMBER 31, 2022

Spring: Move Past Shortsighted Leadership. We saw renewed interest in fighting for a workplace that prioritizes wellbeing and transparency, and that takes a concerted, nuanced approach to addressing the systemic inequities that continue to hold our organizations back. Summer: Combat Inequity.

Prioritization 130

Prioritization Leadership Communication Planning 130

Future CFO

MAY 28, 2020

As the outbreak coincided with the Chinese New Year holidays and colleagues were on leave in their respective home provinces, timely and relevant communication was a challenge. The finance function in China focused on the following key areas when dealing with situation: Timely closing of books Supporting operations Communication.

Finance 40

Finance Prioritization Communication Leadership 40

Planful

OCTOBER 19, 2021

According to Nabil Hannan , managing director at NetSpi, CFOs can quantify and communicate the ROI of secure systems to the C-suite by collaborating with chief information security officers ( CISO). To get c-suite buy-in, Hannan says it’s essential to recognize the metrics that matter to leadership.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

CFO News Room

JANUARY 22, 2023

Don’t badmouth the former leader but communicate your new vision with the team and other stakeholders with vigor. First, she prioritized developing her HR organization’s ability to think, speak, and act in ways that connected their work to business needs.

Prioritization 130

Prioritization Leadership Compliance Communication 130

The Charity CFO

AUGUST 15, 2023

In some cases, they’ll also be responsible for communicating with grantors. Nonprofit accountants should also collaborate with program managers and leadership to create realistic financial plans. When you work in an environment that prioritizes these things, you’ll never have to wonder if everyone has the same goals.

Nonprofit 52

Nonprofit Accounting Profit and Loss 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

Planful

MAY 24, 2017

This was the focus of the New Jersey Chapter of the CFO Leadership Council at its May 2017 panel discussion titled “How Much Risk Is in Your Risk Management?” Moderated by Angela Tise of the CFO Leadership Council, the panel included Claire Doherty, Director of the Risk Consulting Practice at KPMG, Brian J.

Risk Management 40

Risk Management Prioritization CFO Leadership 40

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. Key Result 2 : The associate advisor stays present with clients by communicating with them on an ongoing basis (e.g.,

Practice Management 130

Practice Management Planning Leadership Communication 130

The Charity CFO

NOVEMBER 17, 2022

A well-crafted budget can be a powerful tool for decision-making, helping you to prioritize spending in line with your strategic goals. It can also be a valuable communication tool, providing clarity for staff, volunteers, and donors about where their money is going and how it’s making an impact. That’s where we come in.

Nonprofit 52

Nonprofit Budgeting CFO Forecasting 52

Planful

JANUARY 11, 2022

In 2018, McKinsey reported that CFOs who didn’t adopt digital innovations like artificial intelligence (AI) were in danger of falling behind their counterparts in IT and marketing. When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. 1 – Let AI do the heavy lifting.

Financial Planning and Analysis (FP&A) 40

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

CFO News Room

DECEMBER 9, 2022

Several years ago, I traveled from New York to Geneva, Switzerland to be the closing keynote speaker for the World Communication Forum. In the moment, I chose servant leadership over self-interest. The term servant leadership was coined by Robert K. Presenting with a servant leadership approach flips this model.

Prioritization 130

Prioritization Leadership Education Leverage 130

CFO Leadership

APRIL 10, 2023

Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. Prioritize personal outreach when something goes wrong; it puts employees at ease and ensures they feel well cared for. The post Navan’s Modern Approach to Duty of Care first appeared on CFO Leadership.

Risk Management 97

Risk Management Communication Leadership Benchmarking 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. The post TripActions’ Travel and Expense Predictions for 2023 first appeared on CFO Leadership. Whitnee Hawthorne, Chief Customer Officer. CX gets even more personal.

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. The post TEST-TripActions’ Travel and Expense Predictions for 2023 first appeared on CFO Leadership. Whitnee Hawthorne, Chief Customer Officer. CX gets even more personal.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 52

The Finance Weekly

JULY 31, 2023

As a seasoned finance leader in telecommunications, retail, technology, and legal sectors, Glenn envisions transforming the role of Chief Financial Officer (CFO) from being a historical reporter to a strategic forward-thinker. Additionally, there may be pushback from leadership, which is understandable given the current uncertainties.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Bramasol

DECEMBER 14, 2023

With our core focus on financial applications such as order-to-cash, revenue recognition, subscription-billing, leasing, treasury and other solutions, Bramasol has significant experience in virtually all aspects of S/4HANA migration that involve the Office of the CFO.

Technology 90

Technology SAP IFRS Compliance 90

CFO News Room

DECEMBER 15, 2022

The goal should be to create a consistent approach that helps the leadership team prioritize or weigh issues critical to their stakeholders and determine corresponding actions that ultimately support a business objective. Ask the Right Questions. It’s also important to identify the goal you hope to achieve by taking a position.

Prioritization 100

Prioritization Economics Leadership Communication 100

CFO News Room

JANUARY 5, 2023

Some of the offenses that have spurred modern-day GOP mutinies include underperforming in elections, the ambiguous charge of ineffective leadership, or consolidating too much power in their leadership roles…. Conservative heavyweights call for new House GOP leadership after McCarthy failed to clinch House speaker” [ FOX ]. “A

Advertising 130

Advertising Economics Leadership Numbers 130

CFO News Room

DECEMBER 23, 2022

Since the site’s founding in 2006, Twitter executives have often asserted that it aims to be nothing less than a ‘public town square’ of communication; it now claims almost 250 million daily users. You hire us, you fire us, and you bring someone else in, and people will just stay in their roles of leadership and get away with it.’”

Economics 130

Economics Advertising Manufacturing Forecasting 130